September 2026 Newsletter

Suburban home with house keys, documents and a calculator on a desk

Welcome to the September 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. Buying a New Home? Make Sure You Know the Tax Ins and OutsWith […]

Employee or Contractor? Do You Need to Pay Superannuation?

If you run a business, then the difference between engaging an employee and an independent contractor is a crucial matter - because if you engage a contractor there will be no obligation to pay annual leave or sick leave, and generally, no obligation to pay superannuation. However, crucially, many independent contractors are legally entitled to […]

August 2026 Newsletter

Model house, keys, calculator and financial charts on a desk

Welcome to the August 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. Renting Out Your Home – and the CGT and Negative Gearing ChangesOne of […]

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 […]

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 […]

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 […]

June 2026 Newsletter

Welcome to the June 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. Budget Changes to Negative GearingWhat do the Budget changes to negative gearing […]

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, […]

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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