by Investment Plus Accounting Group | Jul 24, 2025 | ATO, Income Tax, Tax Refunds
As the cost of living continues to rise, it’s no surprise that many Australians are eager to lodge their tax returns as soon as the financial year ends. With nearly half the country expecting a refund, it’s tempting to file early and pocket that cash. But the...
by Investment Plus Accounting Group | Jul 24, 2025 | Downsizing, Retirement Planning, Superannuation, Wealth Planning
If you’re planning to sell your home later in life, you may have a valuable opportunity to supercharge your retirement savings — even if you’re already retired or have a high super balance. Since 1 January 2023, Australians aged 55 or older can contribute up...
by Investment Plus Accounting Group | Jul 23, 2025 | Retirement Planning, Superannuation, Wealth Planning
If retirement is just around the corner and you’ve built up a sizeable bank of accrued leave, you may be facing a tough question: Should you take a well-earned break now or cash it out as a lump sum when you retire? While both options might seem attractive, the...
by Investment Plus Accounting Group | Jul 23, 2025 | Tax & Accounting
Managing the affairs of someone who has passed away is a deeply emotional responsibility — and it also comes with legal and financial duties, including settling their tax obligations with the Australian Taxation Office (ATO). If you’re acting as the executor or...
by Investment Plus Accounting Group | Jun 12, 2025 | Business, Business Insurance, Small Business Tips
Disasters don’t announce themselves — they arrive fast, disrupt operations, and leave a financial mess behind. While you might already have insurance for your premises or equipment, Business Interruption Insurance (BI) is what helps keep your business alive when...
