As we settle into 2025, it’s the perfect time to stay informed about key tax, financial and superannuation changes that could impact you. This month’s newsletter is packed with insights to help you navigate the year ahead.

First, we break down seven key superannuation changes coming in 2025. Super is a long-term investment, and even small adjustments can have a big impact over time. Now is a great time to review your super and understand both proposed and legislated changes.

Next, we highlight the ATO’s latest rental data-matching efforts. If you own an investment property, this article shares useful tips to help you stay compliant and avoid potential issues if the ATO audits your rental income.

We also explore superannuation and financial hardship. Whether it’s for urgent medical bills, preventing home repossession, or making ends meet, this article explains when and how you may be able to access your super in tough times.

Finally, we clarify the ATO’s stance on the tax deductibility of financial advice fees. Not all financial advice fees are deductible, and this update breaks down what you can and can’t claim.

Happy reading.

Contents
This edition features pieces on:

• Seven changes impacting your super in 2025
• Yet more rental data matching by the ATO 
• Coalition election announcements
• Super and hardship: a safety net in financial difficulty
• ATO confirms tax deductibility of financial advice fees

Please contact us for clarification, or further advice, regarding any of the topics covered in this newsletter.

ATO Key Dates
To view the ATO’s key dates for February, please click here.