We’re proud to be a sponsor of the upcoming FBAA Queensland Member Event, taking place on Tuesday, 2 September 2025, at Extraction Artisan Coffee, Slacks Creek. This event, hosted by FBAA’s QLD State President, Scott Beattie, is a fantastic opportunity for brokers across all experience levels to come together, build stronger networks, and gain real-world...Read More

Estate planning isn’t just for the wealthy or elderly – it’s something everyone should consider. Without a clear plan, you leave your loved ones to deal with unnecessary legal battles, financial stress, and uncertainty during an already difficult time. Did you know, nearly 60% of Australians don’t have a Will or Estate Plan?Whether you’re young...Read More

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

The Australian Government has proposed a ban on life insurers using predictive genetic test results to assess applications, aiming to prevent discrimination and improve access to cover. Here’s what the ban means for insurers and individuals. What Is Predictive Genetic Testing? Predictive genetic tests identify gene variants associated with heritable disorders that may develop later...Read More

The introduction of ‘payday super’ marks a significant shift in how superannuation guarantee (SG) payments will be managed in Australia. Here’s an overview of what’s changing and the implications for employers. What Is Payday Super? From 1 July 2026, employers will be required to pay SG contributions to employees’ super funds on the same day...Read More

The Reserve Bank of Australia (RBA) and its economic policies remain a hot topic in Australia, drawing significant political attention and public concern. Here’s a breakdown of the key issues shaping the conversation, from interest rates and inflation to a landmark payroll tax decision involving Uber. Interest Rates: Balancing Inflation and Economic Strain Political Pressure...Read More

If you’re 55 or older, downsizer contributions offer a valuable opportunity to enhance your superannuation using the proceeds from selling your home. Here’s how the rules work and why more women are using this strategy. What Are Downsizer Contributions? Downsizer contributions allow eligible individuals to contribute up to $300,000 from the sale of their home...Read More