Tax
Testamentary Trusts – Is it right for you?
10 July
Preserve Your Legacy with Testamentary Trusts: A Strategic Estate Planning Tool For high-net-wealth individuals, estate planning is about more than just dividing assetsâitâs about protecting your legacy, providing for your loved ones, and...[Read More]
PM puts lid on GST hikes, pledges boost for business
10 July
The prime minister has trimmed expectations Australiaâs goods and services tax could be raised as part of a suite of changes that includes lower income taxes. While he did not want to rule any policy changes in or out of the governmentâs...[Read More]
Greens strike conciliatory tone on super tax changes
12 June
The Greens are âabsolutely readyâ to work with Labor to make proposed changes to superannuation, acknowledging the mandate voters gave the Albanese government at the election. Labor is looking to double the tax rate of super balances above $3...[Read More]
EOFY super and tax strategies: is it too late? What you can still do â and how to get ahead for next year
5 June
As June 30 approaches, many Australians wonder: Have I left it too late to make a difference to my super and tax position this financial year? The good news is, itâs not too late. With some focused action in the final month and a proactive start...[Read More]
End of Financial Year: a time for reflection and new opportunity
12 June
Why the EOFY Marks More Than Just a Date on the Calendar As June 30 rolls around each year in Australia, it brings with it a moment of pause â a clear marker that one financial chapter is closing and another is about to begin. While for some, it...[Read More]
Super backlash âdoesnât augur well for tax reformâ
5 June
Super backlash âdoesnât augur well for tax reformâ The uproar over proposed changes to superannuation tax concessions does not bode well for the governmentâs chances of passing broader tax reform, Treasurer Jim Chalmers says. First...[Read More]
Self-Managed Superannuation Fund (SMSF) checklist â summary
8 May
A Self-Managed Super Fund (SMSF) offers individuals more control over their retirement savings, but it comes with significant responsibilities. This checklist outlines key considerations and requirements to help ensure compliance and effective...[Read More]
Fears super tax rise for rich will whack housing market
29 May
A bid to increase taxes on wealthy Australiansâ superannuation has been paved with good intentions, but there are warnings it may create unfair outcomes. The federal government is hoping to pass a bill to impose a 15 per cent tax on super balances...[Read More]
The importance of keeping a vehicle mileage logbook plus tips for record-keeping
22 May
Maintaining a vehicle mileage logbook is an essential practice for anyone who uses their vehicle for business purposes. Not only does it help with accurate record-keeping, but it also ensures compliance with tax regulations, provides evidence for...[Read More]
End of financial year tax and super strategies: what you need to know
29 May
As the end of the financial year (EOFY) approaches, itâs an important time to assess your tax position and superannuation strategy. With regulatory changes coming into effect from 1 July, this period offers a timely opportunity to put effective...[Read More]
Retirees working past the age of 70: what to consider
29 May
With increasing life expectancy and shifting financial goals, many Australians are choosing to continue working beyond the age of 70. Whether for financial security, personal fulfilment, or social engagement, part-time work in retirement can offer...[Read More]
Managing finances and lifestyle activities during retirement
3 April
Retirement is a complex period divided into various phases, each with its own set of financial requirements and lifestyle considerations. Understanding how to budget for each stage can help you make the most of your post-career...[Read More]
Selling your business: key considerations & tips for success
13 March
Selling a business is a significant decision that requires careful planning, strategic timing, and expert guidance. To maximise the value of your business and ensure a smooth transition, consider these essential factors and seek professional...[Read More]
Serving up success: 10 ways accountants can boost hospitality businesses
20 March
Accountants play a crucial role in the vibrant and dynamic hospitality industry, supporting businesses such as restaurants, hotels, cafes, and bars. These businesses often face challenges like tight profit margins, seasonal fluctuations, high...[Read More]
The importance of financial advice in living a lifestyle of choice
6 February
Life is full of milestones and changes that shape our journey. Whether itâs starting a family, buying a home, running a business, or retiring, our financial needs and goals evolve over time. Navigating these transitions while maintaining a...[Read More]