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Folder Tax Planning

Tax Planning

Documents

document TAXPL030 Working from home? How to boost your next tax return (527 words)

Tagged in Featured

Description

With the range of technology and software available today, it's become easier than ever to work from home. If you've been working from home, you've likely set up a dedicated work area, and you're using your own electricity and resources to power your workday. In this article, we take a look at the deductions available to you and how to boost your next tax return.

document TAXPL029 Get ready for June 30 - NOW! (541 words)

Description

This article provides a short checklist of some of the key deductions and superannuation contributions to make the most of this financial year.

document TAXPL026 A different "End of Financial Year Sale" (486 words)

Description

This article explains different options to minimise tax with a focus on investing, superannuation and insurance. Good to send to clients to prompt action prior to June 30.

document TAXPL019 Hands up - who wants to save tax? (256 words)

Description

This article outlines the tax savings to be made by prepaying the interest on investment loans. It uses a case study to better explain and encourages your readers to prepare for this well in advance of June 30.

document TAXPL014 Tax rules do not treat all income equally (508 words)

Description

This article explains how investments and structures are taxed differently. It focuses on ownership, structures, and timing.

document TAXPL013 What will you do with your tax refund? (356 words)

Description

This article is a good reminder for your clients who receive tax refunds. It suggests some options to invest it instead of spending it. Options suggested include reducing the mortgage, investing it or putting it into superannuation.

document TAXPL011 End of year tax tips (281 words)

Tagged in Featured

Description

This short article describes some good tax-effective strategies that can be implemented prior to 30 June of the current year, plus those that can be implemented in the following financial year. It’s great to use as an annual reminder coming up to EOFY.

Free financial infographic for you to use

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