Explore Little Black Book

Our Little Black Book is just one of the ways we're working hard to keep you up to date. 
The essential facts and figures that financial advisers generally access on a daily basis. 

Personal taxation

Key personal income tax rates and thresholds, tax offsets and rebates and family benefits and payments.

Insurance

Tax treatment of insurance premiums and benefits for cover held inside and outside superannuation.

Superannuation accumulation phase

Contribution rules and thresholds, deductibility issues, Government contributions and other super accumulation data.

Self managed superannuation funds (SMSFs)

Membership and trustee rules, super fund residency, acquiring assets from related parties, limited recourse borrowing and other SMSF investment rules.

Superannuation pension phase

Income streams, pension payment factors, life expectancies and tax treatment of death benefits and the definition of dependant.

Social security and aged care

Key rates and thresholds used to determine eligibility for the Age Pension and the cost of residential aged care.

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Big Black Book 2024/25

The most comprehensive reference guide for financial advisers, available now.

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