With 30 June just around the corner, now’s the perfect time for tax pros to go beyond compliance and deliver real strategic value to clients. Whether you’re working with individuals, small business owners, or SMSF trustees, this is the moment to focus on tax minimisation, super contribution strategies, reviewing structures, and getting audit-ready.
Whether your clients are scaling up, de-risking, transitioning ownership, or preparing for sale, restructuring with purpose can unlock substantial value. Done well, it can reduce tax exposure, protect assets, and lay a foundation for sustainable long-term growth.
If you’re a business owner in Victoria, you may be feeling the pressure: costs are up, red tape is tightening, and strategic decisions are harder to make with clarity. So what’s driving this shift – and what can be done about it?
Thinking about setting up an SMSF? With the upcoming $3 million super tax, it’s more important than ever to weigh the pros and cons. This blog explores whether an SMSF still makes sense under the new rules — and why personalised advice is key.
More than 65 lenders, including the big four banks, have cut their interest rates following the Reserve Bank of Australia’s decision to reduce the cash rate from 4.10% to 3.85%.
For many people approaching their 50s and 60s, the prospect of retirement is filled with uncertainty. Some would like to retire early, but are unsure about what’s financially possible, particularly as economic conditions, legislation, and personal circumstances continue to shift. What most of these clients tend to have in common is confusion: about when they…
Supera death benefits are often the largest asset a person leaves behind—but too often, simple mistakes cause unnecessary tax bills, family conflict, or misdirected wealth. As an accountant, your role is critical in ensuring clients’ wishes are properly considered and executed.
In this quarterly review, we analyse the key events and trends that shaped the past three months – from shifting policy landscapes to market performance highlights.
As Australians age, accountants face a growing challenge: managing wealth and super when clients show signs of cognitive decline—a sensitive issue with serious financial and legal implications.
A recent Victorian Supreme Court ruling has broadened portable long service leave (PLSL) obligations, potentially affecting more businesses. Employers should reassess how PLSL applies, even if they’re not in construction.
With 65% of investors negatively geared in 2024, it’s clear that managing cash flow is crucial. Building a cash buffer, planning for rising costs, and reviewing your loan regularly can help you stay ahead.
Discover the key takeaways from the 2025-26 Federal Budget and how they impact businesses, individuals, and superannuation. From tax changes to super updates, we break down the crucial insights to help you stay informed and prepared.