Gifting

A query that surfaces occasionally comes to gifting money to adult children. It is common for people to be aware that there are certain rules surrounding gifting, but it is important to note that the limits don’t necessarily apply to all situations.

Episode 30: Aged Care

Monthly Musings

Here is our “Monthly Musings” for the month of January. In this edition we will:

• observe the market movements for the month,
• showcase a brand new episode of our short video series “3 Minute Tech” where we discuss the “Stage 3 Tax Cuts“,
• with “Stage 3 Tax Cuts” in mind present an overview in our Focal Point section surrounding “Concessional Contributions“, and
• provide a great insight into our Private Wealth Adviser, Matthew Reece.