Unlocking Savings: Your Guide to Government Concession Cards
August 2025 Newsletter Welcome to this month’s client newsletter. We’ve curated a selection of timely articles covering key developments in tax, superannuation, and financial planning – all designed to keep you informed and in control. Unlocking savings – your guide to Government concession cards – From the Commonwealth Seniors Health Card to the Pensioner Concession Card […]
Working from Home and Occupancy Costs
July 2025 Newsletter In our newsletter this month, we’ve rounded up a range of helpful updates to keep you informed as we head into the new financial year. Working from home and occupancy costs – We look at a recent decision involving working from home expenses during the 2020/21 COVID lockdowns. While this relates to a past […]
Get On the Front Foot for your 2024-25 Tax Return
June 2025 Newsletter In this edition, we’ve pulled together some key updates and practical tips to help you stay ahead with your tax and super planning as we head towards 30 June and beyond. 1. Get on the front foot for your 2024-25 tax returnWe take a closer look at some common deductions that the ATO […]
Getting Tax-Time Ready For 2025 – Avoid “Wild” Tax Deduction Attempts
It’s that time of the year again – 2025 tax time. This year, the Australian Taxation Office (ATO) has announced it will be focussing on “unbelievable” or “wild” tax deduction attempts. So take care to report your expenses correctly. Their main areas of focus include: Work-Related Expenses – incorrect claims such as personal items misrepresented […]
PAYG or Self-Employed? Why Engaging a Mortgage Broker Makes Sense
A Q&A with Angelo Sirianni (Colledges) and Rory Sercombe (Own Home Loans) If you’re looking to finance a property – whether personal or business-related – having the right team in your corner can make a significant difference. Working with a mortgage broker alongside your accountant provides strategic advantages far beyond interest rates. A team approach […]
Good CGT records can save you money
May 2025 Newsletter Welcome to this month’s client newsletter. In this edition, we’ve rounded up a series of important updates and insights that could impact your financial decisions – whether you’re managing investments, planning your estate, or thinking about your super. 1. Reduce capital gains tax (CGT) with good record-keepingSold an investment and made a capital […]
We may need to talk about your Family Trust
April 2025 Newsletter Welcome to this month’s client newsletter. In this edition, we cover key updates that may impact your financial decisions. First up, a recent court decision has implications for some family trusts, particularly those with private corporate beneficiaries (often called bucket companies). If your company has an unpaid present entitlement (UPE) from a trust […]
Federal Budget 2025-2026
Federal Budget 2025-2026 The Federal Budget, handed down on Tuesday 25 March, focussed on five key priorities, including cost of living relief, housing, and education. Below are some of the key tax, superannuation and cost of living highlights you need to know: Personal tax cuts Medicare Levy low income thresholds increased Higher education loan repayment […]
Changing Accountants? 6 Steps to Make it Seamless
Are you thinking of changing accountants but concerned about the level of complexity involved? We understand this decision is not easy, but as your business structure and financial needs grow, the circle of professional expertise around you may also need to grow. It’s natural to have concerns. Will the new accountant be more responsive and […]
Salary Sacrifice vs Personal Deductible Superannuation Contributions
March 2025 Newsletter Welcome to this month’s edition of our client newsletter. In this issue, we explore salary sacrifice vs personal deductible superannuation contributions – both valuable strategies, but which one is right for you? We break down the key differences and factors to consider, such as employment status, cash flow, and flexibility needs. We also highlight important […]