Changes to CGT and Negative Gearing
The Federal Budget introduced some important changes for property investors, but the impact will differ depending on when you bought or plan to buy.
Preparing for the End of the Financial Year
With 30 June fast approaching, now is a good time to review your tax position, organise your records and consider whether any end-of-financial-year strategies may be relevant to your circumstances.
Common Payday Super Myths
With less than a month until Payday Super starts (on 1 July 2026), the ATO wishes to ‘clear up’ the following common misconceptions. Need help getting ready for Payday Super? Our team is here to assist.
What happens if you don’t have a valid will?
When someone passes away without a valid will, this is known as intestacy. In this situation, the law in each state and territory sets out a formular for how your estate is divided. These rules often follow a standard order – spouse first, then children, then other relatives, but they may not align with what you would have wanted.
Big changes to the First Home Buyers 5% Deposit Scheme
From 1 October 2025, the government’s First Home Guarantee scheme will expand, making it possible for more Australians to buy a home with a deposit as low as 5%. Whether you’re preparing to buy your first property or simply watching how the market shifts, these updates could play a big role in shaping your plans this spring.
Solving For Retirement
How should Australia’s financial industry turn hard earned retirement savings into retirement income? Delivering investment outcomes in retirement is an incredibly complex problem...

