Equity & Law Wealth

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At Equity & Law WEALTH, we are passionate in helping our valued clients obtain a secure financial future and achieve this due to having the required financial knowledge fit for the 21st century, long standing experience and our approach to ethics.

SMSF scams are on the rise: Here’s how to fight back
27/08/2021

SMSF scams are on the rise: Here’s how to fight back

The growing prominence of SMSFs has made them a ripe target for scammers.

Four steps to plan for a better retirement
25/08/2021

Four steps to plan for a better retirement

Here is a practical approach to creating a retirement plan that will help enable financial peace of mind.

SMSF members highly satisfied with funds
20/08/2021

SMSF members highly satisfied with funds

SMSF members are highly satisfied with their choice of superannuation fund and the sector has topped satisfaction ratings across all types of funds.

6-member SMSF registration availability to begin mid-August
18/08/2021

6-member SMSF registration availability to begin mid-August

SMSFs will be able to add a fifth or sixth member to the fund using the Australian Business Registry from mid-August.

SMSFs go for growth
13/08/2021

SMSFs go for growth

SMSFs are looking to invest more in equities and less in cash in this low-yield environment, according to the Vanguard/Investment Trends 2021 SMSF Investor report released last week.

Tax time: calculating investment income and deductions
11/08/2021

Tax time: calculating investment income and deductions

Here's a check list of what you will need to include in your 2020-21 income tax return.

ATO extends Division 7A relief
26/07/2021

ATO extends Division 7A relief

The ATO made an extension relief for affected taxpayers and related SMSFs who are unable to meet the minimum yearly repayments on Division 7A loans due to COVID-19.

Drawdown relief for all pensions
23/07/2021

Drawdown relief for all pensions

The reduced minimum pension relief that will now apply for the 2022 financial year is not restricted to account-based pensions, said a legal specialist.

Tax Time Checklists - Super Funds; Individuals; and Company, Trust, Partnership
19/07/2021

Tax Time Checklists - Super Funds; Individuals; and Company, Trust, Partnership

Working from home because of COVID-19 means most will have more deductions than in a normal year. These checklists will help your tax agent ensure you don't miss any deductions. Simply print, complete and return.

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Southbank, VIC
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