Budget Changes to Negative Gearing: What Do They Mean For You?
June 2026 Newsletter Welcome to the June edition of our client newsletter. This month, we’ve compiled a selection of timely and practical insights across tax, superannuation and financial planning — helping you stay informed, confident, and in control of your financial decisions. In this edition: Budget Changes to Negative Gearing: What do the Budget changes […]
Federal Budget: 2026-2027 Report
May 2026 Newsletter Here is a summary of the 2026–27 Federal Budget, handed down on 12 May. The Budget contains a substantial package of tax changes affecting individuals, investors, businesses and trusts. The key points are summarised below, with full detail in the attached document. Key points at a glance: CGT discount replaced — from 1 […]
Budget Musings: Changes to Negative Gearing, the CGT Discount on the Cards
May 2026 Newsletter Welcome to the May edition of our client newsletter. This month, we’ve compiled a selection of timely and practical insights across tax, superannuation and financial planning — helping you stay informed, confident, and in control of your financial decisions.In this edition: Federal Budget insights:Potential changes to negative gearing and the CGT discount, […]
Financial Buckets: What Households and Small Businesses Can Learn from Big Corporations
When you look at how large corporations manage money, one thing becomes very clear – they don’t treat all their cash as one big pool. Every dollar has a purpose, a place, and a plan. Yet in many households and small businesses, everything flows through one or two accounts. Income comes in, expenses go out, […]
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 […]
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 […]
Vacant residential land tax (VRLT) for Victorian homes from 1 January, 2025
The Victorian Government introduced vacant residential land tax (VRLT) on 1 January 2018 and the VRLT is assessed each calendar year. Please read on for important changes from 1 January 2025. Prior to 1 January 2025, VRLT applied only to vacant residential land in inner and middle Melbourne. From 1 January 2025, VRLT will expand […]
Christmas deductions in 2024 – what can you claim for Christmas functions and gifts?
With Christmas and the festive season just around the corner, business owners are getting ready for their end of year celebrations. Knowing the rules around Fringe Benefits Tax (FBT), Goods and Services Tax (GST) credits, and what’s tax deductible will help you plan enjoyable summer festivities with staff and clients, without unnecessary tax surprises. First, […]
Selling your home? Beware of a partial capital gains tax (CGT) liability!
May 2024 Newsletter Introductory textThis month’s edition of our client newsletter includes an article on being aware of a partial capital gains tax (CGT) liability that may apply to you if you sell your main residence, potentially qualifying for a CGT exemption. This is followed by an item that explains why you should be wary […]
Christmas deductions – what can you claim for Christmas functions and gifts?
With Christmas and the festive season just around the corner, business owners are getting ready for their end of year celebrations. Knowing the rules around Fringe Benefits Tax (FBT), Goods and Services Tax (GST) credits, and what’s tax deductible will help you plan enjoyable summer festivities with staff and clients, without unnecessary tax surprises. First, […]