Family Trusts: Time to Get Some Timely Advice
July 2026 Newsletter Welcome to the July 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: Family Trusts: If you have a family trust there are […]
Div 296 Tax Is Now Law – What it Means for Your Super
April 2026 Newsletter Welcome to the April 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: 1. Division 296 tax is now law: what it means for […]
Payday Super Is Coming – What Australian Employers Need to Know Before 1 July 2026
What is Payday Super? How Payday Super will work Changes to the Small Business Super Clearing House What you need to do now We’re here to help From 1 July 2026, a significant change is coming to how superannuation is paid in Australia. The new system, known as Payday Super, will require employers to pay […]
Can the Cost of Clothing Be Tax-Deductible?
December 2025 Newsletter Welcome to the December edition of our client newsletter. As the year comes to a close, we’ve curated a range of timely and practical articles covering the latest developments in tax, superannuation, and financial planning, designed to help you finish the year informed and confident about your finances.In this edition: Can the […]
Christmas and Tax
November 2025 Newsletter Welcome to the November edition of our client newsletter. This month, we’ve brought together a range of timely and practical articles covering key developments in tax, superannuation, and financial planning — all designed to help you stay informed, confident, and in control of your finances. In this edition: Christmas and tax– As […]
Division 296 Superannuation Tax: Key Updates Announced
The Australian Government has announced significant refinements to the proposed Division 296 tax, aimed at improving fairness and reducing complexity in the taxation of high superannuation balances. These changes have been made in response to industry feedback and are set to take effect from 1 July 2026. What’s Changing? Here are the most important updates: No […]
A Guide to Navigating Your Finances for Aged Care Planning
By Ilya Egorov, Certified Financial Planner® Shared in partnership with Colledges Accountants + Advisors If you’re about to start looking at your aged care options, for yourself or a family member, it’s quite natural to feel overwhelmed – emotionally, financially, and practically. With complex rules, changing fee structures, and evolving government programs, there are many […]
Protecting Your Super From Scams
October 2025 Newsletter Welcome to the October edition of our client newsletter. This month, we bring you a selection of timely and practical articles covering key updates in tax and superannuation – all designed to keep you informed, confident, and in control of your finances. In this edition: Protecting your super from scams – with over […]
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 […]