Author Archive | Gemma Dale

super contributions

A super new opportunity for EOFY 2018

Many people are overlooking the rule that allows anyone eligible to make a super contribution to claim it as a personal tax deduction, but make sure you follow the rules and meet the deadline.

two SMSFs

Are two SMSFs worth the bother?

The use of separate SMSFs for accumulation and pensions stages to minimise tax obligations may attract the ire of the ATO, but there may be other, more legitimate, reasons for using this strategy.

Gemma-Dale-nabtrade

Summer Series, Guest Editor, Gemma Dale

Over the holiday season, the moments away from the noise are wonderful for giving perspective, helping to consider what is most important to us and how to improve in the year ahead.

PX-binding contract

Estate planning and your wishes after death

Estate planning involves making a lot of difficult decisions. In Part 3 of this series, three often-overlooked issues are explored: power of attorney, superannuation death benefits, and insurance.

Death and taxes

Death and taxes on your own terms

Death and taxes might be two of life’s certainties but you can influence how they impact you. While estate planning might be awkward, don’t put it off until it’s too late.