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: 1. Family Trusts – Time to Get Some Timely AdviceIf you have a […]

Is Super Still Worth It? How the 2026 Changes Stack Up

With a new tax on large super balances many people are asking where the best place is to grow wealth for retirement. The answer for many people is that super remains a great place to grow wealth. In fact, super may now be more attractive than ever before. The change that affects super From 1 […]

Getting Your SMSF Asset Valuations Right

Knowing what your self managed super fund (SMSF) assets are worth has always mattered. It matters even more if your balance is approaching or is over $3 million. A new super tax and updated rules mean that getting your valuations right can affect how much tax you pay. A new tax on large super balances […]

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Office

Level 1, 73 Canadian Bay Rd
Mount Eliza
VIC 3930
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Mailing

P.O Box 121
Mount Eliza
VIC 3930

Let's

Get in

Touch

Office

Level 1, 73 Canadian Bay Rd
Mount Eliza
VIC 3930
View on map

Mailing

P.O Box 121
Mount Eliza
VIC 3930