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 Gearing
What do the Budget changes to negative gearing mean to you if you own a residential investment property?

2. Budget changes to CGT discount
What do the Budget changes to CGT discount mean to you?

3. The new 30% minimum tax on trust income will hit many small businesses hard
As from 1 July 2028, there is to be a radical shift away from the well-established flow-through treatment of the taxable income of discretionary trusts.

4. Ceased Work and Claiming Jobseeker
What it means for your super.

5. Super and Bankruptcy
If bankruptcy is on the horizon, one of the first questions people ask is what happens to their super. The answer turns on timing, the type of contribution, and how you draw on the fund.

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 June, please click here.