In the August issue of Noel News, Noel Whittaker walks through the mechanics of insurance bonds — the 10-year rule, the 30 per cent rebate, and why they can bypass your estate entirely. Here's what it means for investors in their 40s and 50s.
Salary sacrifice sounds like something for high flyers with accountants, but it's simply redirecting part of your pre-tax pay into super — and between 45 and 60 it does its best work. Here's how the tax saving actually works in 2026–27, how much you're allowed to put in, and how to set it up.
In his August newsletter, Noel Whittaker warns that Victoria's Windfall Gains Tax — payable on paper gains from rezoning, with no sale required — could set a national precedent for taxing unrealised gains. Here's why property owners aged 40-60 should take note.
In the August 2026 Noel News, Noel Whittaker warns that from 1 July 2027 capital gains tax can fall due when assets change hands through death, divorce or insurance payouts — even though nothing has been sold. Here's why it matters for your estate planning.
Noel Whittaker's latest Firstlinks column looks at insurance bonds - an old-fashioned investment that sidesteps many of the new capital gains tax traps and makes estate planning simpler. Our summary, with a link to the full article.
