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:
- Economic roundtable wash up: We break down last month’s economic and productivity roundtable outcomes, with the government firmly in control of what tax policy measures might or might not be introduced down the track.
- Exceeding your super contribution caps: Super is a great tool for retirement savings, but annual contribution limits apply. We explain what to do if you go over the cap and how to navigate the rules effectively.
- CGT and off the plan purchases: There are important CGT implications you need to know if you are considering buying a property off the plan – key issues to keep in mind.
- What happens if you don’t have a valid will? Dying without a will can create uncertainty and stress for your loved ones – why having a valid will matters.
- Deductibility of self-education expenses: We explore which courses may be eligible for tax deductions and the rules around claiming them.
Click here to read the Rose Partners September 2025 Newsletter
If you would like to discuss anything raised in the newsletter, please contact our Team.
