Welcome to this month’s issue of our newsletter. Our aim is to keep you informed about current tax and superannuation related matters.
This month we look at:
- Good CGT records can save you money: Some tips to help you hold onto more of your windfall and avoid that hefty tax bill.
- Concessional super contributions vs mortgage paydown: what’s the smarter move? Both strategies have advantages, but the right choice depends on your personal situation.
- Writing a will in a tax-effective manner: Some ins-and-outs.
- Binding death benefit nominations explained: How to ensure your superannuation goes to who you want.
- Small-scale subdivision and property development: How the ATO view it, can determine how the activity is taxed.
Click here to read the Rose Partners May 2025 Newsletter.
If you would like to discuss anything raised in the newsletter, please contact our Team.
