Our comprehensive technical reference guides provide detailed information on topics including superannuation, self-managed super funds, taxation, social security, aged care and estate planning.

Super and retirement income streams guide

2024-25

SMSF guide

2024-25

Pocket guide

2024-25

Super death benefits guide

2024-25

Personal deductible contributions guide

2024-25

NCC bring forward flowchart

2024-25

Super contribution checklists

2024-25

Income tests - super, tax & social security

2024-25

Strategy matrix

2024-25

SMSF acquisition rules flowchart

2024-25

Capped defined benefit income streams guide

2024-25

TTR strategies

2024-25

Employment Termination Payments Guide

2024-25

Pocket guide

2024-25

Personal deductible contributions guide

2024-25

Super contribution checklists 2024-25

2024-25

Effective tax free thresholds for 2024-25

2024-25

Super death benefits guide

2024-25

Income tests - super, tax & social security

2024-25

CGT fundamentals for individuals

2024-25

CGT and deceased estates

2024-25

Small business CGT concessions - important timeframes

2024-25

CGT and the main residence exemption

2024-25

Social security guide

20 September 2024

Aged care guide

20 September 2024

Centrelink rates and thresholds

20 Sept 2024

Aged care quick reference guide

20 Sept 2024

DVA quick reference guide

2024-25

Social security strategy matrix

20 September 2024

Aged care strategy matrix

20 September 2024

Income tests - super, tax & social security

2024-25

Super death benefits guide

2024-25

Pocket guide

2024-25

Insurance bonds guide

2024-25

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23 Dec 2024 to 3 Jan 2025, 9am to 3pm (Sydney time)

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Disclaimer

The information contained in this update is based on the understanding Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) has of the relevant Australian laws as at the article date. As these laws are subject to change you should refer to our website at www.cfs.com.au or talk to a professional adviser for the most up-to-date information. The information is for adviser use only and is not a substitute for investors seeking advice. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), no person, including AIL, nor CFSIL, accepts responsibility for any loss suffered by any person arising from reliance on this information. This update is not financial product advice and does not take into account any individual’s objectives, financial situation or needs. Any examples are for illustrative purposes only and actual risks and benefits will vary depending on each investor’s individual circumstances. You should form your own opinion and take your own legal, taxation and financial advice on the application of the information to your business and your clients.

 

Taxation considerations are general and based on present taxation laws and may be subject to change. You should seek independent, professional tax advice before making any decision based on this information.

 

AIL and CFSIL are also not a registered tax (financial) adviser under the Tax Agent Services Act 2009 and you should seek tax advice from a registered tax agent or a registered tax (financial) adviser if you intend to rely on this information to satisfy the liabilities or obligations or claim entitlements that arise, or could arise, under a taxation law.