Tax

How first-time homebuyers can save $8,500 in taxes

16 July

First-time homebuyers are missing out on thousands of dollars by not using a little-known scheme that helps save them money for the deposit. The First Home Super Saver Scheme lets them take advantage of their superannuation account’s favourable...[Read More]

Family affair: investor tax changes spawn new tactics

9 July

A 1950s red brick walk-up in southwest Brisbane is a window into how the federal budget is reshaping the property market. Marketed as “the ultimate set-up for multi-generational living”, the three-unit apartment block in Oxley has bucked the...[Read More]

Pledge to fix ‘widow’s tax’ on investment properties

1 July

Treasurer Jim Chalmers has promised to fix laws imposing a so-called “widow’s tax” on investment properties, without providing details on how he will close the loophole. The issue, which relates to investors with jointly owned properties...[Read More]

CGT share changes will ease home prices, treasurer says

18 June

Controversial tax changes for shares and businesses will prevent more money from being funnelled into existing homes, Treasurer Jim Chalmers claims. Businesses have been relatively receptive to Labor’s decision to wind back tax breaks for property...[Read More]

AI risks deepening divide between investors and workers

4 June

The divide between people who earn income from investments and those who work for a living could be exacerbated by the artificial intelligence revolution, economists at Australia’s largest business lender warn. While the adoption of AI is expected...[Read More]

Investor tax cut call as opponents fight Labor plan

28 May

Investor incentives should be increased, not cut, a senior Liberal says, as Labor moves to rush its once-in-a-generation tax overhaul through parliament. Business leaders have warned the measures, laid out in the federal budget earlier in May, will...[Read More]

Budget time is review time: why professional advice matters

14 May

The Federal Budget is more than a political announcement. For many Australians, it is an important reminder to stop, review and ask a simple question: are my financial, lifestyle and tax strategies still working in my favour? Budget changes can...[Read More]

Making the most of salary sacrifice: A smarter way to build your super

23 April

When it comes to building long-term wealth for retirement, one strategy that often gets mentioned—but not always fully understood—is salary sacrificing into superannuation. While it may sound complex, the concept is relatively straightforward...[Read More]

Building the right team when buying an investment property

2 April

Purchasing an investment property is a major financial decision. For many Australians, it involves committing significant capital, taking on long-term debt, and relying on the property to help build wealth over time. Investment properties can...[Read More]

Sticky situation as super changes stretch small firms

26 March

Rising costs and cash flow pressures could force thousands of small business owners to dip into personal savings to comply with new superannuation rules. Changes slated for July 1 require employers to pay employees superannuation at the same time as...[Read More]

Super tax changes a ‘down payment’ for greater reform

12 March

Wealthy superannuants will pay more tax on balances over $3 million after the Greens rolled over on demands to beef up the contentious new laws. The government is expected to get the long-promised tax changes passed through parliament by the end of...[Read More]

Self-Managed Superannuation Fund (SMSF) checklist – key considerations and requirements

5 February

A Self-Managed Super Fund (SMSF) offers individuals more control over their retirement savings, but it comes with significant responsibilities. This checklist outlines key considerations and requirements to help ensure compliance and effective...[Read More]

The gift of trust: How talking about us strengthens our business and community

4 December

Referrals mean more to us than words can easily express. When a happy client shares their experience and recommends us to a friend, colleague, or family member, it is one of the greatest compliments we can receive. We never take that trust for...[Read More]

A generational guide to minimising tax throughout life

13 November

Tax isn’t just a yearly chore — it’s a lifelong consideration. From your first job to retirement, understanding how to manage your tax obligations can make a significant difference to your financial well-being. Each stage of life presents...[Read More]

Self-Managed Superannuation Fund (SMSF) checklist