This provides a summary of the key measures arising from the Federal Budget brought down on 14 May 2024.

Top strategies clients should be considering as they approach the end of the 2024 financial year.

Contributing to super can help reduce your capital gains tax while boosting your retirement savings. This client-facing fact sheet outlines the opportunity to boost super and reduce capital gains tax by claiming a tax deduction for personal contributions, including the carry forward of unused concessional contribution cap.

This client facing, easy to understand factsheet provides an introduction to Downsizer Contributions.

The government recently announced proposed changes to the taxation of superannuation accounts with balances of more than $3m. While not yet legislated, we have prepared a client-friendly summary of the proposed changes that have been announced. The change is not due to be introduced until 1 July 2025 and is subject to the successful passage of legislation.

With the general transfer balance cap due to increase to $1.9m from 1 July 2023, this article looks at opportunities for clients to maximise the amount they can add to the pension phase.

With the general transfer balance cap increasing to $1.9m from 1 July 2023, new opportunities arise for clients wishing to maximise their non-concessional contributions to superannuation.

Withdrawing some of your super now and recontributing it back into super as a ‘tax-free’ component could save your adult children tax in the future if they receive your super death benefits

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Location
Level 13, Corporate Centre One
2 Corporate Court
Bundall QLD 4217

Phone:
1300 557 598

Email:
enquiries@lavista.com.au

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