Macquarie Little Black Book
source

Macquarie Little Black Book

(16)
Price
Free
Category
Finance
Last update
Sep 01, 2021
Publisher
Macquarie Bank Limited Contact publisher
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Ratings & Reviews performance

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Number of reviews,
total
16
Avg rating,
total
⭐3.0
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User Reviews for Macquarie Little Black Book

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Description

1824 chars

Macquarie’s Little Black Book contains the essential facts and figures that financial advisers generally access on a daily basis. It incorporates the taxation, superannuation and social security rates and thresholds for the current financial year. We hope you, as a financial adviser, find it a valuable tool. The Macquarie Technical Services team provides technical solutions and strategies, education tools and resources to registered financial intermediaries. Their knowledge, experience, and passion for all things technical set the Technical Services team apart from their competition – they have the qualifications, skills and resources to deal with a wide range of technical issues. Explore the Little Black Book by topic: • Personal taxation Key personal income tax rates and thresholds, tax offsets and rebates and family benefits and payments
 • Insurance 
Tax treatment of insurance premiums and benefits for cover held inside and outside superannuation
 • Superannuation accumulation phase 
Contribution rules and thresholds, deductibility issues, Government contributions and other super accumulation data
 • Self managed superannuation funds (SMSFs)
 Membership and trustee rules, super fund residency, acquiring assets from related parties, limited recourse borrowing and other SMSF investment rules
 • Superannuation – access to benefits Preservation and conditions of release • Superannuation pension phase 
Income streams, pension payment factors, life expectancies • Superannuation benefits tax 
Tax treatment of benefit payments to members • Superannuation and estate planning 
Tax treatment of death benefits and the definition of dependant • Social security and aged care 
Key rates and thresholds used to determine eligibility for the Age Pension and the cost of residential aged care.

Screenshots

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