Macquarie Little Black Book 4+
Little Black Book
Macquarie Bank Limited
-
- Free
Screenshots
Description
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.
What’s New
Version 8.0.7
Updated to include measures announced in the Government’s Economic and Fiscal Update on 23 July 2020. T&Cs date: 23 July 2020.
Ratings and Reviews
Would be great if updated for 2025 FY
I would give this 5 stars if it was going to be updated for the 2025 FY. This app is a great one stop shop for everything and I use it constantly. However it’s not currently usable as it’s out of date, and there don’t seem to be updates on the horizon. Why? I would be happy to change this review to 5 stars if they make it usable again. Otherwise - it’s no use at all! Please update it.
Great app but can't get in anymore!
I use to use this app every day with clients but yesterday I went to open it and it won't let me past the terms and conditions screen (can't hit 'accept')...seems to be frozen? Have tried deleting and reinstalling from App Store too, no luck. Please fix soon! Cheers.
Great reference app for tax / finance professionals
Very good reference guide. Easy to quickly find key rates and tables. Additional SMSF specific information would be useful.
Ignore people who gave 1 star ratings - they were looking for a banking app which Macquarie now has.
App Privacy
The developer, Macquarie Bank Limited, has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer's privacy policy.
No Details Provided
The developer will be required to provide privacy details when they submit their next app update.
Information
- Seller
- Macquarie Bank Limited
- Size
- 30.9 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 11.0 or later.
- iPad
- Requires iPadOS 11.0 or later.
- iPod touch
- Requires iOS 11.0 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © Macquarie Bank Limited
- Price
- Free