Author: KellyDoughty

July Newsletter 2024

July Newsletter 2024

Welcome to the new financial year! With the shortest day behind us, the longer days ahead will allow us to enjoy the outdoors, even if there’s still a need to rug up. The Centaur Team is thrilled to announce that Anthony Mirandilla, bringing over 17+ years of experience as a […]

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Tax and super changes for the new financial year

Tax and super changes for the new financial year

The tax cuts introduced from July 1 and other changes may mean it’s time for a review of your current tax, super and investment strategies to make sure you’re maximising the benefits. Under the changes, the previous 19 per cent tax rate reduces to 16 per cent, while the 32.5 […]

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To sell or not to sell is the question for moving into aged care

To sell or not to sell is the question for moving into aged care

Moving into residential aged care can trigger a range of emotions, particularly if it involves the sale of the family home. What is often a major financial asset, is also one that many people believe should be either kept in the family or its value preserved for future generations. Whether […]

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Steer clear of these red flags on your return

Steer clear of these red flags on your return

The Australian Taxation Office has provided a heads-up about the areas it will be focussing on when reviewing tax returns this year. The ATO says there are three common errors made by taxpayers: Incorrectly claiming work-related expenses Inflating claims for rental properties Failing to include all income ATO Assistant Commissioner […]

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Your end of financial year investments tax guide | Vanguard

Your end of financial year investments tax guide | Vanguard

By Tony Kaye, Senior Personal Finance Writer What the ATO is focusing on, and how to prepare for tax time. The Australian Tax Office (ATO) has flagged its key areas of focus for the 2023-24 tax year. The tax regulator will be using its increasingly sophisticated data-matching capabilities to ensure […]

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Have you checked your portfolio today? | Vanguard

Have you checked your portfolio today? | Vanguard

Written by Tony Kaye, Senior Personal Finance Writer Rather than worrying about day-to-day price movements, focus here instead.  If you checked on the status of your investment portfolio today, don’t worry. You’re definitely not alone. In fact, you may have looked at how your various investment holdings are faring multiple […]

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EOFY 2024

EOFY 2024

The lead up to 30 June can be a good time to maximise tax benefits that may be available to you inside super. With June 30 fast approaching, it’s time to start thinking about your super for another year. MLC have put together five smart strategies that may benefit you […]

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Market Movements & Economic Review – June 2024

Market Movements & Economic Review – June 2024

Stay up to date with what’s happened in markets and the Australian economy over the past month. The run of stronger-than-expected domestic inflation figures continued in May. The higher-than-expected inflation figures saw Australian shares tumble after reaching a welcome high mid-month. The ASX200 finished the month on a positive note, […]

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Deeming freeze a win for Age Pensioners | Vanguard

Deeming freeze a win for Age Pensioners | Vanguard

By Tony Kaye, Senior Personal Finance Writer Why the decision to keep deeming rates on hold may be a window for interest rates. In delivering the second reading of the Appropriation Bill (No. 1) 2024–25 last week, otherwise known as the latest federal budget, the Treasurer announced that the current […]

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Transitioning into retirement: What you should know | Vanguard

Transitioning into retirement: What you should know | Vanguard

By Tony Kaye, Senior Personal Finance Writer Deciding on your retirement funding options comes down to personal choice. If you’re close to retirement, chances are you’ve already spent time thinking about how to tap into your superannuation when you retire. Broadly speaking, you have a few options when you retire, […]

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