All about AML/CTF Tranche 2 reforms
From 01 July 2026, Australia’s Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) laws will expand to include certain services provided by accountants and other professional advisers. …
Super Contribution Caps are increasing from 01 July 2026: what that means for you
From 01 July 2026, the concessional (before-tax) superannuation contribution cap will increase to $32,500, giving Australians the ability to direct more income into super at concessional tax rates. …
EOFY Tax & Cash Flow Planning: What you need to know before 30 June
As we approach the end of the 2025–2026 financial year, it’s the perfect time to take a closer look at your tax position. Whether you’re an employee, a “mum and dad” investor, or a small business owner, effective tax planning can he …
Payday Super: The countdown is on
With just two months until the launch of Payday Super, the Australian Tax Office still has some concerns that not all employer businesses are fully aware of their responsibilities under the new rules …
Market Update: Investing through geopolitical unrest
Recent events in the Middle East – and the way markets have responded – will understandably feel unsettling for some people. When geopolitical tensions dominate headlines, it’s natural to question what this means for your investments …
Accessing your super after age 60
Turning 60 is a big milestone when it comes to your superannuation. In particular, the rules around accessing your super in your sixties became much simpler from 01 July 2024, with the preservation age now effectively being 60 for e …
How much money do you really need to retire?
It’s one of the most common questions we hear as financial advisers: “How much money do I need to retire comfortably?” The honest answer? It depends. …
Division 296 Super Tax revamped
After announcing substantial changes in October 2025, the Federal Government's Division 296 Tax measure on superannuation balances over $3 million became law on 13 March 2026 – with a confirmed start date of 01 July 2026. …
Retirement Planning: seven mistakes to avoid
You might be looking forward to putting a full stop to your working years, but a few miscues along the way could take the joy out of retirement. From underestimating how much money you’ll need – to not being proactive with your supe …
You're 55 with no retirement plan
If you’re thinking, "I'm in my 50s and I have no retirement plan...have I left it too late?" – take a deep breath. You’re not alone, and it’s definitely not too late to start planning for your retirement …