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Loyalty Tax – Are You Paying More Than You Should?
Financial Planning, Tax  |   May 19, 2026

Loyalty Tax – Are You Paying More Than You Should?

Sandy joined her local gym a decade ago. She was proud of her long-member status and was content to pay the monthly $200 fee. Imagine her surprise, when a friend was off
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Budgetingconsumer financecost of livingFinancial awarenessFinancial Planninghousehold expensesinsurancemoney saving tipsmortgage & loansPersonal Finance
R&D and startups: refocused incentives (from July 2028)
Accounting, Businesses, Tax  |   May 14, 2026

R&D and startups: refocused incentives (from July 2028)

2026 Federal Budget Proposal R&D incentive changes Focus narrowed to core experimental activities Supporting costs removed from eligibility Higher rebate
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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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Business measures: cash-flow support and reporting changes
Accounting, Businesses, Tax  |   May 14, 2026

Business measures: cash-flow support and reporting changes

2026 Federal Budget Proposal Highlights for business owners and finance teams: Loss carry-back reinstated: companies can offset current losses against prior years a
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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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How to Avoid Income Tax Bracket Creep After a Pay Rise
Financial Planning, Tax  |   May 5, 2026

How to Avoid Income Tax Bracket Creep After a Pay Rise

You earn more money; you pay more tax. So far, so fair.   But what’s not so fair happens when your wage rise bumps your earnings into a higher tax bracket, even thou
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australian taxBudgetingeofy planningFinancial Planningincome taxinvestment strategy.Personal Financesalary sacrificesuperannuationtax planningtax strategieswealth management
Smart Ways to Use Your Tax Refund This Year
Financial Planning, Tax  |   September 9, 2025

Smart Ways to Use Your Tax Refund This Year

You may be one of many Australians who make an interest-free loan to the federal government every year. That’s because, when you receive a tax refund, you’re not gett
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emergency fund tipsFinancial Planninginvest tax refundmortgage repayment strategiessmart money tipstax refund strategies
Important Updates to Superannuation Contributions: Key Changes Effective from 1 July 2024
Accounting, Tax  |   September 26, 2024

Important Updates to Superannuation Contributions: Key Changes Effective from 1 July 2024

The law changes in superannuation contributions will affect both employers and employees and where made effective from 1 July 2024. These changes, outlined by the Au
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