A new U.S. tax proposal, dubbed the One Big Beautiful Bill, is making waves – and not in a good way for Australian investors. While the name might sound promising, this bill could have serious financial consequences, particularly for superannuation funds and small businesses with exposure to the U.S. market. Why It Matters for Australian...Read More

For decades, trust structures have been a popular feature of the Australian financial and tax landscape. Valued for their flexibility in distributing income and protecting assets, trusts have been a go-to for many businesses and investors. But as rules change and administration becomes more complex, some are now reconsidering whether trusts are still the best...Read More

If you’re currently carrying ATO debt – or might in the future – there’s a key change coming that could increase the cost of doing so. From 1 July 2025, two types of interest charges imposed by the Australian Taxation Office will no longer be tax-deductible: the General Interest Charge (GIC) and the Shortfall Interest...Read More

The proposed Division 296 superannuation tax could impact Australians with large super balances. If passed into law, this Federal Government measure would apply an additional 15% tax on certain super earnings where a person’s total super balance exceeds $3 million, as at 30 June of the relevant income year. Although not yet law, the Government...Read More