Access all the latest news and insights from Fitzpatricks to stay informed and on top of your financial game plan
If you have some downtime during the holiday season, why not take stock of where you’re at financially and plan for the next … Planning for the New Year
If you have some downtime during the holiday season, why not take stock of where you’re at financially and plan for the next … Planning for the New Year
The lodgement date for SMSF annual returns for 2024 is approaching unless you established a fund in the 2023-24 financial year and do your own return whereby the due date has passed (October 31).
By now you should’ve lodged your tax return as the October 31 deadline has passed – unless you’re lodging under a tax agent … Aftermath of tax time
Unlike the days of old, the current superannuation system is cleverly designed to prevent the creation of ‘family dynasties’ with super. At the … Super death benefits – don’t forget the kids
To revert, or not to revert, that is the question When the time comes to access your super, starting a pension – after … Reversionary vs Non-Reversionary Pensions
At time of writing, fears of recession in the US sparked global panic selling with leading share indices tumbling. Wall Street suffered its … Managing sharemarket volatility
The new financial year is under way, so it’s a good time to get your ’financial house’ in order for 2024-25 as good … Planning for 2024-25
If you received shares that vested under a tax-deferred employee share scheme (ESS) this financial year, you may need to include the value … Do you have an interest in an employee share scheme that vested this year?
Careful when investing your super in more unusual assets Frederick Flintstone runs a diamond retail and wholesale business, specialising in pink diamonds. Having … Investing in unusual assets
