Newsletter – February 2025

Inside this month:

• Why The ATO is Targeting Babyboomer Wealth: The ATO thinks wealthy babyboomer Australians are planning and structuring to dispose of assets
• Will Credit Card Surcharges Be Banned?: If credit card surcharges are banned in other countries, why not Australia?
• Is There a Problem Paying Your Super When You Die?: The Government has announced its intention to introduce mandatory standards for timely and compassionate handling of death benefits
• Threshold For Tax-Free Retirement Super Increases: The amount of money that can be transferred to a tax free retirement will increase to $2m on 1 July 2025

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