To be eligible to make a downsizer contribution to your super, you must be aged 55 or older and have owned your home for at least 10 years prior to the sale.
The investment market volatility that kicked off in March 2025 has felt like a punch, particularly for those in or nearing retirement.
Struggling with loan repayments? Discover the truth about financial hardship arrangements, how they impact your credit, and the proactive steps you can take to regain control.
Start the new financial year with confidence. Discover practical strategies to refocus your goals, improve cashflow, strengthen client relationships, and build a smarter, more resilient business.
Avoid common EOFY mistakes with our expert guide for small business owners. Discover proactive strategies to boost financial health and plan confidently for the year ahead.
Passing on wealth is about more than writing a will—it’s about creating clarity, avoiding conflict, and empowering the next generation. With Australia’s largest intergenerational wealth transfer already underway, it’s never been more important to approach succession with care, strategy, and forward thinking.
When someone passes away with superannuation savings, the taxable component of their balance can trigger a 17% tax hit if left to a non-dependant. It’s a heavy financial burden, particularly for adult children. But recent private binding rulings from the Commissioner of Taxation offer a smarter way forward.
Estate planning isn’t just for the wealthy or elderly—it’s for anyone who wants peace of mind that their hard-earned assets will be passed on the way they intend. Yet, it remains one of the most overlooked areas of financial management.
At the end of each financial year, your accountant prepares essential documents like financial statements, tax returns, and compliance reports. But what brings it all together? That’s where the Management Letter comes in.
Treasury has released exposure draft legislation for Payday Super that will require employers to pay superannuation at around the same time as salary and wages are paid to the employee. The changes are proposed to commence from 1 July 2026.
The Government’s big moment in the 2025-26 Federal Budget was the personal income tax cuts. Income tax cuts are a dazzling headline but in reality they deliver a tax saving of up to $268 in the 2026-27 year, with a tax saving of up to $536 from the 2027-28 year.
Paying off your mortgage is a significant financial milestone, but once you’ve reached the halfway mark, what’s the best next step? Should you continue aggressively paying it down, start investing, or focus on building your superannuation?
Self-Managed Super Funds (SMSFs) offer Australians greater control over their retirement savings, and property investment is one way people can take advantage of this flexibility.
On 31 March, the Fringe Benefits Tax (FBT) year ends. With the ever increasing budget deficits, the ATO will be reviewing whether all employers who should be paying FBT are, and that they are paying the right amount. Who needs to lodge a FBT return? Find out here.
With the right strategy and financial discipline, borrowers can take full advantage of rate cuts and get ahead on their mortgage, potentially saving hundreds of thousands in interest.
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