Key Discussion Points
October 2024

Understanding Small Business Capital Gains Tax Exemptions
Navigating the complexities of taxation is a crucial aspect of running a small business in Australia. When a profit is realised from selling business assets, Capital Gains Tax (CGT) is applied.


Corporate Actions & Updates
As part of keeping you up to date on the communications that we are discussing with clients, please click below for the most recent notes.
Sell Orbis Global Equity Fund, Buy VVLU, Langdon& PGF
Recent Monthly Market Update
Click below to read our recent market update for August, released on 20 September.


Quality of SMSF Establishment Advice Under Assessment by ASIC
Following the release of a new information sheet in late 2022, ASIC is launching an investigation to assess industry compliance.
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