The essential facts and figures that financial advisers generally access on a daily basis.
Key personal income tax rates and thresholds, tax offsets and rebates and family benefits and payments.
Tax treatment of insurance premiums and benefits for cover held inside and outside superannuation.
Contribution rules and thresholds, deductibility issues, Government contributions and other super accumulation data.
Membership and trustee rules, super fund residency, acquiring assets from related parties, limited recourse borrowing and other SMSF investment rules.
Income streams, pension payment factors, life expectancies and tax treatment of death benefits and the definition of dependant.
Key rates and thresholds used to determine eligibility for the Age Pension and the cost of residential aged care.
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