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MAStech’s Little Black Book contains the essential facts and figures that financial services professionals generally access on a daily basis. It incorporates the current taxation, superannuation and social security rates and thresholds for the 2014/15 financial year. We hope you, as a financial services professional, find it a valuable tool.

MAStech, Macquarie’s team of technical specialists provide technical solutions and strategies, education tools and resources to registered financial services professionals. Their knowledge, experience, and passion for all things technical set MAStech 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, family benefits and payments and other general tax information

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

•Superannuation – access to benefits
Preservation and conditions of release

•Self managed superannuation funds (SMSFs)
Membership and trustee rules, super fund residency, acquiring assets from related parties, limited recourse borrowing arrangements and other SMSF investment rules

•Superannuation pension phase
Income streams, pension payment factors and 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.