Keeping our finger on the Australian and global financial pulse is what we do.

Find out more about what your money is or could be up to with our latest quarterly Wealth Market Update for April – June 2024.

Treasurer Jim Chalmers announced the 2024-25 Australian Federal Budget on Tuesday, 14 May 2024.

This year’s Budget didn't deliver too many surprises – with cost of living relief as the central theme, headed up by the amended Stage 3 Tax Cuts from 01 July 2024.

The Peak Partnership has prepared a detailed analysis of the Budget, outlining our insights and the implications for various sectors and businesses. Our aim is to help you navigate any Budget implications that may affect you and your business.

If you hold a Family Trust (or similar trust entity), you need to complete a Trust Distribution Resolution by the end of the financial year. Learn more about your responsibilities as a trustee.

The Tax Practitioners Board (TPB) recommends that all Australian tax agents undertake proof of identity verifications for new clients. Stringent client verification helps protect our clients and The Peak Partnership from identity crime, which has increased with sophisticated technology.

In adopting the Proof of Identity (POI) recommendations and as part of our new client engagement process, we may need to verify your identity before we can start on your work. 

You can find out more, including the types of identification documents we may need to sight, by downloading our Proof of Identity fact sheet.