When it comes to managing family wealth across generations, there’s no one-size-fits-all approach. For some, a trust can offer a thoughtful and flexible way to support loved ones, protect assets, and plan for the future. At its core, a trust is a structure that separates the control of assets from their ownership – allowing for...Read More

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

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 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 main residence exemption exempts your family home from capital gains tax (CGT) when you dispose of it. But, like all things involving tax, it’s never that simple. As the character of Darryl Kerrigan in The Castle said, “it’s not a house. It’s a home,” and the Australian Taxation Office’s (ATO) interpretation of a main...Read More

Brace yourself: 2024 brings fresh tax cuts and a higher superannuation guarantee, reshaping your finances and business obligations in unexpected ways! Personal tax & super As of July 1, 2024, significant financial changes are in effect due to the introduction of personal income tax cuts and an increase in the superannuation guarantee rate to 11.5%....Read More

The Instant Asset Write-Off brought in 2023-24 has been extended until June 30 2025. This write-off threshold was increased from $1000 to $20,000 back in 2023-24. What does that mean for you? The increase in the instant asset write-off threshold offers a significant cash flow benefit to small businesses. This allows them to claim an...Read More