Federal Budget 2026-2027 Report
Please find attached our 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 linked document. Key points at a glance: CGT discount replaced — from 1 July 2027, […]
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: 1. Federal Budget insights Potential changes to negative gearing and the CGT discount, […]
Illegal early access to super – what every SMSF trustee needs to know
As an SMSF trustee, you’re responsible for making sure your fund complies with superannuation laws. One of the most important rules is simple: your super must be preserved until you meet a condition of release. Accessing your super too early might seem tempting in tough times, but doing so can be illegal and carry serious […]
The super number that could make or break your contribution strategy
Most people know roughly how much they have in super. Far fewer know the one number that can determine which contribution strategies are available to them. That number is your total super balance (TSB). Your TSB is the combined value of all your super interests across all your super funds. In simple terms, it is […]
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 your superThe […]
The 50% CGT Discount – Changes Afoot?
There is a lot of talk in the media about whether the government is going to change the 50% CGT discount – which currently provides for a taxpayer to be only assessed on half their capital gain. But note the discount is only available if you have owned the asset for more than 12 months […]
Transitioning to retirement
Thinking about easing into retirement while maintaining your lifestyle? A transition to retirement (TTR) strategy may help by allowing you to access part of your super as a regular income stream while you continue working. How a TTR strategy works If you’ve reached your preservation age (now 60) and you’re still working, you may be […]
March 2026 Newsletter
In this edition: Payday super checklist for employers: Steps to stay compliant From 1 July 2026, employers will be required to pay superannuation guarantee (SG) contributions at the same time as salary and wages. This represents a significant shift for many businesses. We outline what the new rules mean and provide a practical checklist to help […]
February 2026 Newsletter
Welcome to the February edition of our client newsletter. This month, we’ve curated a selection of timely and practical articles covering important developments in tax, superannuation, and financial planning – all designed to help you stay informed, confident, and in control of your financial affairs. In this edition: Changes to the tax treatment of holiday […]