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Individuals: simpler deductions and targeted cost-of-living relief
Accounting, Individuals, Tax  |   May 14, 2026

Individuals: simpler deductions and targeted cost-of-living relief

2026 Federal Budget Proposal What to know: $1,000 standard tax deduction: removes need to track minor work-related expenses. $250 annual tax offset: applies fr
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Discretionary trusts: 30% minimum tax from 1 July 2028
Accounting, Individuals, Investment, Tax  |   May 14, 2026

Discretionary trusts: 30% minimum tax from 1 July 2028

2026 Federal Budget Proposal Why it matters: The measure is designed to improve fairness in the tax system and help fund new tax cuts for workers. It reduces the benef
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Negative gearing: restricted for established residential property
Accounting, Individuals, Tax  |   May 14, 2026

Negative gearing: restricted for established residential property

2026 Federal Budget Proposal Why it matters: For many investors, cash-flow losses on newly purchased established properties will no longer reduce salary or other incom
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Capital Gains Tax (CGT): Discount replaced with inflation indexation
Accounting, Individuals, Tax  |   May 14, 2026

Capital Gains Tax (CGT): Discount replaced with inflation indexation

2026 Federal Budget Proposal Why it matters: The reform reduces the ability to achieve very low effective tax rates on capital gains and introduces valuation and re
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A Smarter Way to Respond to Super Volatility
Financial Planning, Individuals  |   March 24, 2026

A Smarter Way to Respond to Super Volatility

When markets get bumpy or household budgets feel tighter, it’s common for people to start questioning their super. If your balance has dipped or returns haven’t met e
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Financial Planninginvestment knowledgelong-term investingmarket volatilityPersonal Financepersonal insuranceretirement planningsalary sacrificesuperannuationwealth protection
Are Offset Accounts Always the Best Option for Home Loans?
Financial Planning, Individuals, Investment  |   February 24, 2026

Are Offset Accounts Always the Best Option for Home Loans?

Mortgage offset accounts have steadily increased in popularity since they were first introduced in Australia in the late 1980s. A recent study by the University of Sydney
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Australian mortgageshome loansinterest savingsinvestment property strategyloan comparisonmortgage feesmortgage structureoffset accountsproperty financevariable home loans
Your 10-Step Personal Financial Audit Checklist
Financial Planning, Individuals  |   December 30, 2025

Your 10-Step Personal Financial Audit Checklist

The end of the year is an ideal time to pause and review your finances, but a personal financial audit can be useful at any stage. Just follow this 10-step checklist to g
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Budgetingdebt managementend of year planningfinancial goalsFinancial Planningmoney managementPersonal Financesavingssuperannuation
How to Balance Your Superannuation Investment Settings
Financial Planning, Individuals, Investment  |   December 16, 2025

How to Balance Your Superannuation Investment Settings

It can be tempting to treat superannuation as a ‘set and forget’ investment. In most years your annual statement will show what appears to be a satisfactory growth ra
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financial guidanceinvestment optionsPersonal Financeretirement planningsuperannuationWealth Building
Accounting, Businesses, Individuals  |   November 13, 2025

November 2025 Accounting Newsletter

1. The Race That Stops the Nation… But Not FBT Obligations  As Melbourne Cup celebrations come to an end, it’s worth remembering that staff lunches, drinks, and soc
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Debt: The Good, the Bad and the Ugly
Financial Planning, Individuals  |   September 23, 2025

Debt: The Good, the Bad and the Ugly

The opinion of many people towards debt can be best summed up in the often quoted line from Shakespeare, ‘neither a borrower nor a lender be.’ Yet others will embrace
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benefits of borrowingdebt management tipsdebt risksdebt strategiesFinancial Planninginvestment debtleveraging debttypes of debt
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