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01 Aug 2025

Self-managed super funds: A suitable path to retirement control?

**Self-managed super funds: A suitable path to retirement control?** Self-Managed Super Funds (SMSFs) are a key part of Australia’s superannuation system, offering control over retirement savings.As of March 2025, about 650,000 SMSFs managed $1 trillion in assets – a … Read Full Story

01 Aug 2025

The great wealth transfer: Are you ready?

Australia’s Intergenerational Wealth Transfer: What You Should Know Over the next few decades, Australia is expected to witness one of the biggest intergenerational wealth transfers in history with between $3.5 trillion and $5 trillion changing hands as baby boomers … Read Full Story

01 Aug 2025

Some CGT consequences of divorce and relationship breakdown

If you are getting divorced or separated from your spouse, this may involve the transfer of real estate or other assets as part of the settlement of things. Technically, that transfer will trigger capital gains tax (CGT) because there … Read Full Story

01 Aug 2025

Unlocking Savings: Your Guide to Government Concession Cards.

Government concession cards Government concession cards, including the Commonwealth Seniors Health Card, Pensioner Concession Card, Health Care Card and state-based Seniors Cards provide significant savings. These cards help you reduce costs on healthcare, prescriptions, and daily expenses, making life … Read Full Story

02 Jul 2025

Selling shares? Beware of all the CGT rules!

With Trump’s tariffs causing big sell downs on share markets around the world, it is important to understand a few key things about how capital gains (and capital losses) from the sale of shares are treated for CGT purposes … Read Full Story

02 Jul 2025

Changes to deductibility of interest on ATO debts

An important reminder: Interest incurred in income years starting on or after 1 July will no longer be deductible, regardless of whether the debt relates to an earlier income year. However, interest charged by the ATO that was incurred … Read Full Story

02 Jul 2025

Age Pension means test changes: What they mean for you

Starting 1 July 2025, Age Pension means test thresholds will increase, potentially boosting eligibility and payments for retirees. These changes, announced by the Department of Social Services, aim to keep pace with inflation and living costs. Here’s a quick … Read Full Story

02 Jul 2025

Super guarantee increasing to 12%

From 1 July 2025, your superannuation guarantee (SG) rate is increasing to 12%. That means more money going into your super from your employer, helping you build a better nest egg for retirement. But what happens if you earn … Read Full Story

02 Jul 2025

Working from home and occupancy costs

A recent Administrative Review Tribunal (ART) decision on working from home costs during the 2020-21 COVID lockdowns (Hall’s case) may widen the scope for claiming additional deductions for occupancy costs such as rent, mortgage interest, home insurances and rates, … Read Full Story

03 Jun 2025

30 June 2025 – Tax & Super Checklist

📅 30 June 2025 – Tax & Super Checklist As we approach the end of the financial year, now is the perfect time to get on top of your tax and super. A little planning can go a long … Read Full Story