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Estate Planning Explained

written by:
Darren Hagarty


Estate Planning means different things to different people. But ultimately, it is about ensuring that you have the right mechanisms in place to ensure that in the event of your death, your assets pass in the manner you intend them. To help you better conceptualise the Estate Planning process, we’ve created this Infographic to outline the key steps.   Darren Hagarty is a Director at PT Partners

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Superannuation Changes Announced

written by:
Kellie Powell


Since the Federal Budget on 3 May 2016, many superannuation strategies have carried a significant element of uncertainty. As you may have heard, the Government has announced some significant changes to the superannuation proposals previously announced on Budget night. It’s important to be aware that we still don’t have any legislation released on these measures, which is essential in determining how the new measures will truly operate.  The Government has…

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Federal Budget 2016 – What You Need To Know

written by:
Josh McMullen


The 2016 Federal Budget was handed down on Tuesday 3 May. Following are some of the headline announcements that the Government intends to implement in the event that it is re-elected in the coming months. If you have any questions on how these measures may impact you or your business, contact your PT Partners Advisor. INDIVIDUALS and FAMILIES Income Tax Cuts Individual income taxes will be reduced over the next…

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Estate Planning – Be The Glow That Makes It Happen

written by:
Darren Hagarty


There are few things more important than having your affairs in order. Death can strike at any time. We all know this, right? Why is it then that so few of us have this stuff sorted? Maybe it’s because the subject matter doesn’t bear thinking about. Take a different view. Peace of mind comes from knowing that your estate planning is in proper order and that your wealth will be passed on and protected…

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New Queensland Building and Construction Commission (QBCC) Licence Monitoring Requirements

written by:
Matthew Dows


As part of the Queensland Government reforms of the building and construction industry, from October 2014 licensees are no longer required to lodge annual financial reports. While this may come as a welcome relief to those affected, it’s important to note there remains a number of ongoing QBCC obligations when it comes to maintaining your licence. The new process means that whilst the annual financial reports are no longer required,…

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Prime minister Malcolm Turnbull and opposition leader Bill Shorten arrive at the grand final breakfast ahead of the GF today in Melbourne, Saturday Oct. 3, 2015. (AAP Image/Tracey Nearmy) NO ARCHIVING EDITORIAL USE ONLY

The Tax Reforms Being Mooted from Each Side of Politics

written by:
Josh McMullen


Due to the crushing nature of the Federal Government’s Budget deficit ($37 billion) and dwindling commodity prices, there has been much recent talk by both the Government and Opposition of reining in tax concessions – chiefly in the ‘big-ticket’ areas of Superannuation, Negative Gearing, and Capital Gains Tax. Although the Budget is not until May, and the Federal Election is not likely until the second half of the year, some significant changes…

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