OTG Capital - Blog #taxOTG Capital - Blog #taxhttps://www.otgcapital.com.au/blogs/tag/taxTue, 09 Jun 2026 17:31:43 +1000http://zoho.com/sites/<![CDATA[Redundancy & Tax - Dollars & Making Sense 28 Oct 2025_copy]]>https://www.otgcapital.com.au/blogs/post/redundancy-tax-dollars-making-sense-28-oct-2025_copyNot everyone has the comfort of a fully loaded super account, and Stuart's suggestions are well worth considering when a number of them won't impact Centrelink payments.]]>
choosing an adviser
Stuart Sheary from the Institute of Financial Professionals of Australia (www.ifpa.com.au) is back and this time, we're covering off what happens to your tax bill should you be made redundant or decide to volunteer to become redundant.  The rules and details are important if you want to receive some or all of your final payment/s paying the correct (read minimum) tax.  You know it makes Dollars & Making Sense.

@FMRNB

@Radio Northern Beaches                                                                                              

]]>Tue, 09 Dec 2025 09:00:00 +1100<![CDATA[Super Tax - a Different View - Dollars & Making Sense 22 Jul 2025]]>https://www.otgcapital.com.au/blogs/post/super-tax-a-different-view-dollars-making-sense-22-jul-2025Michelle Griffiths of TAG Financial Services returns to put forward some great ideas about what can be done about working with the proposed new super tax structures. Maybe the sky isn't falling down around our ears at this time?]]>
choosing an adviser
Maybe there's a silver lining to the proposed super tax.  Michelle Griffiths of TAG Financial Services returns to put forward some great ideas about what can be done about working with the proposed new super tax structures.  Maybe the sky isn't falling down around our ears at this time?  Check this interview out for great tips and tricks on the next steps in adjusting and calibrating your superannuation, always value add on Dollars & Making Sense

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 22 Jul 2025 09:00:00 +1000<![CDATA[Trump 2.0 - Dollars & Making Sense 15 Jul 2025]]>https://www.otgcapital.com.au/blogs/post/trump-2.0-dollars-making-sense-15-jul-2025the common tips and traps surrounding contributions to your retirement (superannuation!). Many are still forgetting the basics, and its worth going back over for sure. This includes the work test, concessional and NCCs, spouse contributions and a number of others.]]>
choosing an adviser
A year ago Biden was still in the presidential race, Trump had been shot and Albo was written off by the media as a lost cause.  So what's happened in 12 months, and what's the impact on investing, money supply, interest rates and the general outlook?  We welcome back CEO of Coredata, of the world's leading financial research houses to discuss what's going on, and whether "boring is the new sexy".  Some key takeways you don't want to miss on Dollars & Making Sense, a weekly show about finance, money & investing.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 15 Jul 2025 12:29:01 +1000<![CDATA[Super Contribution Catches- Dollars & Making Sense 1 Jul 2025]]>https://www.otgcapital.com.au/blogs/post/super-contribution-catches-dollars-making-sense-1-jul-2025the common tips and traps surrounding contributions to your retirement (superannuation!). Many are still forgetting the basics, and its worth going back over for sure. This includes the work test, concessional and NCCs, spouse contributions and a number of others.]]>
choosing an adviser
We welcome back Stuart Sheary, subject matter expert from the Institute of Financial Professionals Australia (www.ifpa.com.au) to discuss what are the common tips and traps surrounding contributions to your retirement (superannuation!).  There is much discussion at this time around proposed legislative changes, yet many are still forgetting the basics, and its worth going back over for sure.  This includes the work test, concessional and non-concessional contributions, spouse contributions and a number of others.  Important stuff to ensure you take full advantage of your entitlements and tax effective investing

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 01 Jul 2025 09:00:00 +1000<![CDATA[Notifiable Events & Payments - Dollars & Making Sense 24 June 2025]]>https://www.otgcapital.com.au/blogs/post/notifiable-events-payments-dollars-making-sense-24-june-2025Y'ou'll enjoy this interview and remember the golden 14 day rule to inform whenever something changes. And if youre not sure? Notify early and notify often!]]>
choosing an adviser
If you're getting payments from Services Australia, its part of your responsibilities to let them know when things change.  It may surprise you, but the government don't monitor everything you do, and no, they can't read your minds either.  We welcome back Justin Bott, Community Information Officer to assist in explaining what needs to be done to ensure you continue to get the right rate of payments and no surprises.  You'll enjoy this interview and remember the golden 14 day rule to inform whenever something changes.  And if youre not sure?  Notify early and notify often!

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 24 Jun 2025 09:00:00 +1000<![CDATA[Tax Time & Govt Payments - Dollars & Making Sense 10 Jun 2025]]>https://www.otgcapital.com.au/blogs/post/tax-time-govt-payments-dollars-making-sense-10-jun-2025Now is the time to be preparing for your tax returns and if you're receiving a government payment of any sort. There are certain things you can do to make those tasks easier which includes the government website and some easy calculator tools.]]>
choosing an adviser
Now is the time to be preparing for your tax returns and if you're receiving a government payment of any sort, we have Justin Bott from Services Australia to explain what needs to be done.  There are certain things you can do to make those tasks easier which includes the government website and some easy calculator tools. Tune in to find out a great freeby offer to help those who might struggle with technology too.

@FMRNB

@Radio Northern Beaches                                                                                              

]]>Tue, 10 Jun 2025 09:00:00 +1000<![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[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[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