Client: Shan & Zan (spouses as of January 2019)Scenario Date: September 30, 2024 Case Summary: Shan owned a house he purchased and used as his principal place of residence (PPR) for five years. Starting in December 2017, Shan rented out the property. Shan married Zan in January 2019 and moved in with her in her […]

Overview – Lisa’s Business Meet Lisa, an ambitious entrepreneur who launched her business a few years ago. After dedicating years of hard work, she achieved remarkable success, generating a profit of $1 million in each of the last two financial years. However, this year she anticipated a drop in revenue, expecting her business to make […]