Wealth Insights
One of our core pillars at Euroz Hartleys Private Wealth is education, and sharing our knowledge with our client community. Our goal with Wealth Insights is to explain sometimes technically challenging wealth management topics in simple and easy to understand language.
Stay up to date with Euroz Hartleys investor information, latest news and media
3 Minute Tech
Episode 47 “How much Super should you have?”
Episode 46 “Franking Credits”
Episode 45 “How can you save your children tax when inheriting your Super?”
Episode 44 “EOFY – What you need to know!”
Episode 43 “What are the tax consequences when inheriting Super?”
Episode 42 “What happens to your super on death?”
Episode 41 “Your Questions Answered”
Episode 40 “What financial advice would you give your 18 year old self”
Episode 39 “What would you do if you won Lotto?”
Episode 38 “Paid Parental Leave”
Episode 37 “Converting your Super into an income stream”
Episode 36 “Your Questions Answered”
Episode 35 “Threshold & Rate Changes for 2024/25 Year”
Episode 34 “EOFY Planning”
Episode 33 “Personal Insurances”
Episode 32 “Division 293 Tax”
Episode 31 “Stage 3 Tax Cuts”
Episode 30 “Aged Care”
Episode 29 “What is the age pension?”
Episode 28 “Small Business Capital Gains Tax concessions”
Episode 27 “Capital Gains Tax”
Episode 26 “Debt Recycling”
Episode 25 “Commonwealth Seniors Health Card”
Episode 24 “How much Super should I have?”
Episode 23 “Inheriting Assets & Tax Considerations”
Episode 22 “How to reduce the tax when your adult children inherit your super”
Episode 21 “Contributing to Super & the ‘Work Test’”
Episode 20 “End of Financial Year Planning”
Episode 19 “Self-Managed Super Funds 6 Member Limit”
Episode 18 “Super’s Minimum Pension Requirement”
Episode 17 “Investing for Children – Part B”
Episode 16 “Investing for Children – Part A”
Episode 15 “Succession Planning – Part B”
Episode 14 “Succession Planning – Part A”
Episode 13 “Estate Planning – Enduring Powers of Guardianship”
Episode 12 “Estate Planning – Enduring Powers of Attorney”
Episode 11 “Estate Planning – Wills and Testamentary Trusts”
Episode 10 “2021/22 -Changes to the Super Thresholds”
Episode 8 “The Downsizer Provision?”
Episode 1 “Who Gets My Super When I Die?”
Wealth Point
Using Carry Forward Concessional Contributions
Spouse Contributions
End of Financial Year Checklist
General Transfer Balance Cap – Increase to $2 million
Testamentary Trusts
Transition to Retirement Income Streams (TRIS)
Commonwealth Seniors Health Card
Super on Paid Parental Leave
Downsizer Contributions
Binding Death Benefit Nominations
Division 293 Tax
Government Co-Contributions
Deductible Gifts or Donations
End of Financial Year Checklist
Minimum Pension Payments
Contribution Caps
Concessional Contributions
Gifting
Non-Concessional Contributions Caps
Superannuation Contribution Splitting
Reducing Death Benefits Tax in Superannuation
HECS-HELP loan
Enduring Power of Attorney
End of Financial Year Checklist 2023
Transfer Balance Cap – Increase to $1.9m
Minimum Pensions
The $3 million Super Proposal
Advance Health Directive & Enduring Power of Guardianship
Work Bonus
Euroz Hartleys Foundation
Euroz Hartleys are proudly Western Australian focused and we believe we have an obligation to give back to our Western Australian community.
