Foreign residents can be liable for CGT in Australia
A recent tax case before the Federal Court serves as a reminder that a foreign resident can be liable for capital gains tax (CGT) on gains made on certain assets they own in Australia – albeit, in that case, the taxpayer was a foreign corporation that made a gain of some $950m in respect of […]
December 2025 Newsletter
Welcome to the December edition of our client newsletter. As the year comes to a close, we’ve curated a range of timely and practical articles covering the latest developments in tax, superannuation, and financial planning, designed to help you finish the year informed and confident about your finances. Can the cost of clothing be tax […]
November 2025 Newsletter
Welcome to the November edition of our client newsletter. This month, we’ve brought together a range of timely and practical articles covering key developments in tax, superannuation, and financial planning — all designed to help you stay informed, confident, and in control of your finances. Here’s what’s inside this month’s issue: Christmas and tax – As the festive […]
Using super to invest in property – How SMSF borrowing works
Thinking about using your SMSF to invest in property? With the right structure, your SMSF can borrow to invest. The key is using what’s called a Limited Recourse Borrowing Arrangement (LRBA). An LRBA can help grow your retirement savings, but it also comes with some important rules and risks. What is an LRBA? An LRBA […]
October 2025 Newsletter
Welcome to the October edition of our client newsletter. This month, we bring you a selection of timely and practical articles covering key updates in tax and superannuation – all designed to keep you informed, confident, and in control of your finances. Here’s what’s inside this month’s issue: Protecting your super from scams – with over $4 trillion […]
When should I cancel insurance inside my super?
Many people have life and disability insurance as part of their superannuation fund. This can be a convenient way to get cover, but there comes a time, especially as you approach retirement, when you might wonder if it’s worth keeping. There’s no one-size-fits-all answer. The right decision will depend on your personal circumstances, your finances, […]
Claiming a deduction on super contributions – A guide for ages 67–75
If you’re aged between 67–75 and want to claim a tax deduction for a personal super contribution, you must meet the work test (or a one-off work test exemption). The work test requires that, at some time in the financial year, you were gainfully employed for at least 40 hours in any 30 consecutive days […]
September 2025 Newsletter
Welcome to the September edition of our client newsletter. Each month, we bring you a selection of timely and practical articles covering tax, superannuation, and financial planning – helping you stay informed and in control. Here’s what’s inside this month’s issue: Economic roundtable wash up – We break down last month’s economic and productivity roundtable outcomes, with the […]
Stuck in the middle – How the sandwich generation can cope financially
Many Australians are finding themselves part of the "sandwich generation" – adults who are juggling the demands of raising their own children while also caring for ageing parents. It’s a tough spot to be in, emotionally and financially. Whether you're still working and trying to build your own wealth, or you've recently retired and expected […]