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Join us at the Lion’s Roar for our unique take on investment markets, super and tax issues. Updated every fortnight with commentary from Tony Davison, Brett Schatto, Azlin Lutfi and our team of experts.

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All Articles

Cancer! $#!% happens, now what?

When you receive confronting news like a cancer diagnosis, you have every right to become philosophical about the meaning of life and how unfair and random it can be. This article has been written based on my personal experience and the experience that comes with seeing a number of our clients go through the difficulties […]

Market Outlook & Managed Portfolios Review – December Quarter, 2019

With a full month of 2020 now elapsed, what started in share markets as a very strong performance for the year has recently retraced on the back of concerns for global growth …

The Australian Diaspora (and our client Jane) look to pay tax on the sale of their family home

Legislation to strip foreign residents of the main residence CGT exemption hits the Senate this month. Many Australian citizens and permanent residents living abroad could be affected, according to Pride Advice’s Riady Haryono and Azlin Lutfi. Legislation that seeks to remove the Capital Gains Tax (CGT) main residence exemption for foreign residents quietly passed through […]

Happy Snaps from Christmas Party in Sydney

Accessing the Age Pension is easier than you think

Are you aged 66 years or over with a combined income under $80,610 per annum and less than $1.074 million in financial assets? You may be eligible for a part Age Pension, Brett Schatto writes.