OTG Capital - Blog , IFPAOTG Capital - Blog , IFPAhttps://www.otgcapital.com.au/blogs/ifpaThu, 07 May 2026 18:49:27 +1000http://zoho.com/sites/<![CDATA[Stage 3 Tax Cuts - Dollars & Making Sense 11 Jun 2024]]>https://www.otgcapital.com.au/blogs/post/stage-3-tax-cuts-dollars-making-sense-11-jun-2024Stage 3 tax cuts have now been legislated and given Royal assent - yes "L-A-W" as one very famous ex PM used to say.]]>
choosing an adviser
Stage 3 tax cuts have now been legislated and given Royal assent - yes "L-A-W" as one very famous ex PM used to say.  This week we chat with Frank Drenth, tax specialist from the Institute of Financial Professionals Australia (www.ifpa.com.au) to work out how much extra you're going to get (and yes everyone does!), and some strategies to save on taxes this financial year and next.  Dollars and Making Sense a weekly show about finance, money and investing.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 11 Jun 2024 09:00:00 +1000<![CDATA[Changes to Super FY25 - Dollars & Making Sense 4 Jun 2024]]>https://www.otgcapital.com.au/blogs/post/changes-to-super-fy25-dollars-making-sense-4-jun-2024Contributions caps, forward payments, NALE, Div296 and everything in between. IFPA's recent annual conference is a gold mine of information now available and as always, if you're not sure, contact your tax accountant or your authorised financial adviser.]]>
choosing an adviser
We welcome back Natasha Panagis, Superannuation subject matter expert from the Institute of Financial Professionals Australia (www.ifpa.com.au) to discuss a raft of changes to superannuation law that comes into effect from 1 July 2024.  Contributions caps, forward payments, NALE, Div296 and everything in between.  IFPA's recent annual conference is a gold mine of information now available and as always, if you're not sure, contact your tax accountant or your authorised financial adviser.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 04 Jun 2024 09:00:00 +1000<![CDATA[EOFY Super Check - Dollars & Making Sense 28 May 2024]]>https://www.otgcapital.com.au/blogs/post/eofy-super-check-dollars-making-sense-28-may-2024Does your superannuation need a health check? We're joined by Natasha Panagis, super expert at IFPA (www.ifpa.com.au) to work though an easy to understand check list of things you can do to make your super work harder for you.]]>
choosing an adviser
Does your superannuation need a health check?  Well EOFY is a great time to plan for that check (yes - the end of the financial year), and we're joined by Natasha Panagis, super expert at the Institute of Financial Professionals Australia (www.ifpa.com.au) to work though an easy to understand check list of things you can do to make your super work harder for you, and ensure you retire with the best possible situation for you and your loved ones.  Tune in to learn about concessional and non-concessional contributions and the super guarantee so you guarantee a secure and comfortable retirement.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 28 May 2024 09:00:00 +1000<![CDATA[EOFY Tax Checklist - Dollars & Making Sense 21 May 2024]]>https://www.otgcapital.com.au/blogs/post/eofy-tax-checklist-dollars-making-sense-21-may-2024you may notice there's an increase in your rate of pension. That's because Services Australia has applied the increases to payments, including pensions]]>
choosing an adviser
It's never too early to start planning for the EOFY (end of financial year), and we're joined by specialist Natasha Panagis from the Institute of Financial Professionals Australia (www.ifpa.com.au) to discuss an easy to understand checklist of things to help be ready for the close of the tax year, and also make the most of the tax incentives and opportunities to manage your tax compliance, here on Dollars & Making Sense.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 21 May 2024 09:00:00 +1000<![CDATA[Stage 3 Tax Cuts - Dollars & Making Sense 30 Apr 2024]]>https://www.otgcapital.com.au/blogs/post/stage-3-tax-cuts-dollars-making-sense-30-apr-2024Stage 3 tax cuts have now been legislated and given Royal assent - yes "L-A-W" as one very famous ex PM used to say.]]>
choosing an adviser
Stage 3 tax cuts have now been legislated and given Royal assent - yes "L-A-W" as one very famous ex PM used to say.  This week we chat with Frank Drenth, tax specialist from the Institute of Financial Professionals Australia (www.ifpa.com.au) to work out how much extra you're going to get (and yes everyone does!), and some strategies to save on taxes this financial year and next.  Dollars and Making Sense a weekly show about finance, money and investing.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 30 Apr 2024 09:00:00 +1000<![CDATA[Changes to Super FY25 - Dollars & Making Sense 23 Apr 2024]]>https://www.otgcapital.com.au/blogs/post/changes-to-super-fy25-dollars-making-sense-23-apr-2024Contributions caps, forward payments, NALE, Div296 and everything in between. IFPA's recent annual conference is a gold mine of information now available and as always, if you're not sure, contact your tax accountant or your authorised financial adviser.]]>
choosing an adviser
We welcome back Natasha Panagis, Superannuation subject matter expert from the Institute of Financial Professionals Australia (www.ifpa.com.au) to discuss a raft of changes to superannuation law that comes into effect from 1 July 2024.  Contributions caps, forward payments, NALE, Div296 and everything in between.  IFPA's recent annual conference is a gold mine of information now available and as always, if you're not sure, contact your tax accountant or your authorised financial adviser.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Fri, 26 Apr 2024 11:33:27 +1000<![CDATA[EOFY Super Check - Dollars & Making Sense 16 Apr 2024]]>https://www.otgcapital.com.au/blogs/post/eofy-super-checklist-dollars-making-sense-16-apr-2024Does your superannuation need a health check? We're joined by Natasha Panagis, super expert at IFPA (www.ifpa.com.au) to work though an easy to understand check list of things you can do to make your super work harder for you.]]>
choosing an adviser
Does your superannuation need a health check?  Well EOFY is a great time to plan for that check (yes - the end of the financial year), and we're joined by Natasha Panagis, super expert at the Institute of Financial Professionals Australia (www.ifpa.com.au) to work though an easy to understand check list of things you can do to make your super work harder for you, and ensure you retire with the best possible situation for you and your loved ones.  Tune in to learn about concessional and non-concessional contributions and the super guarantee so you guarantee a secure and comfortable retirement.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Fri, 26 Apr 2024 10:36:59 +1000<![CDATA[EOFY Tax Checklist - Dollars & Making Sense 9 Apr 2024]]>https://www.otgcapital.com.au/blogs/post/eofy-tax-checklist-dollars-making-sense-9-apr-2024you may notice there's an increase in your rate of pension. That's because Services Australia has applied the increases to payments, including pensions]]>
choosing an adviser
It's never too early to start planning for the EOFY (end of financial year), and we're joined by specialist Natasha Panagis from the Institute of Financial Professionals Australia (www.ifpa.com.au) to discuss an easy to understand checklist of things to help be ready for the close of the tax year, and also make the most of the tax incentives and opportunities to manage your tax compliance, here on Dollars & Making Sense.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 09 Apr 2024 09:00:00 +1000<![CDATA[Utes & FBT - Dollars & Making Sense 28 Nov 2023]]>https://www.otgcapital.com.au/blogs/post/utes-fbt-dollars-making-sense-28-nov-2023Utes and FBT find out what's what.]]>
choosing an adviser
Utes are the biggest selling class of vehicles in Australia presently, and we've all seen the advertising showing the great outdoors towing caravans or boats.  Many of these utes are used for work purposes as well, and today we welcome back Frank Drenth from the Institute of Financial Professionals of Australia (www.ifpa.com.au) to discuss the tax implications on both tradies and their employers who provide and use these vehicles for work purposes.  The ATOs guidelines are clear and yet, we see in this chat, there are different understandings

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 28 Nov 2023 09:00:00 +1100<![CDATA[IFPA Conference - Dollars & Making Sense 4 Jul 2023]]>https://www.otgcapital.com.au/blogs/post/ifpa-conference-dollars-making-sense-4-jul-2023Topics include succession planning, Crypto currency, mental health, compliance & regulatory as well as a number of legislative and tax updates. Sounds dry? Not if you're keen to save time and money!]]>
we grab some excerpts and post presentation interviews with some of the presenters on the day of the IFPA (www.ifpa.com.au) conference held in Melbourne in 2023. Topics include succession planning, Crypto currency, mental health, compliance & regulatory as well as a number of legislative and tax updates. Sounds dry? Not if you're keen to save time and money!

When a large membership of tax agents and accountants gather, we're sure to have some great content to discuss and ponder for thought. This episode we grab some excerpts and post presentation interviews with some of the presenters on the day of the IFPA (www.ifpa.com.au) conference held in Melbourne in 2023. Topics include succession planning, Crypto currency, mental health, compliance & regulatory as well as a number of legislative and tax updates. Sounds dry? Not if you're keen to save time and money!

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 04 Jul 2023 09:00:00 +1000