Insights
Regular commentary on tax, superannuation and the matters affecting families and their businesses.
Monthly Tax Update - August 2026
In this August 2026 update, find a number of important taxation developments relating to realistic financial goals, claiming occupancy expenses for work from home, checking on your mortgage offset account, paid parental leave super contributions, and Division 296 tax on large super balances.
Monthly Tax Update - July 2026
In this July 2026 update, find a number of important taxation developments relating to early tax lodgments, what the ATO’s watching, juggling multiple jobs without a tax time shock, what to check with your employer and payslips as payday super begins, and fixing rejected payday super contributions.
2026 Tax Planning Strategies
As 30 June 2026 is fast approaching, we have compiled a guide with respect to year-end tax planning strategies.
Monthly Tax Update - June 2026
In this June 2026 update, find a number of important taxation developments relating to how the Budget will reshape financial planning strategies, business tax relief package announcement, the difference between tax deductions and tax offsets, navigating financial advice in the social media age, and
Monthly Tax Update - May 2026
In this May 2026 update, find a number of important taxation developments relating to the proposed $1,000 instant tax deduction, ASIC’s new tools and resources for retirement planning, equal pay rights for young adult workers, and planning for payday super.
2026 Tax Return Checklists
Tax Return Checklists to assist in collating the information required for us to prepare your 2026 tax return.
Federal Budget May 2026
On Tuesday, 12 May 2026, Treasurer Jim Chalmers handed down the 2026–27 Federal Budget, marking his fifth Budget and describing it as “the most important and ambitious Budget in decades.”
Monthly Tax Update - April 2026
In this April 2026 update, find a number of important taxation developments relating to using AI for money-related questions, logbook check-in time, how increased deeming rates may affect your Seniors Health Card, STP penalties under the ATO’s microscope, and major super tax changes that are now law
Monthly Tax Update - March 2026
In this March 2026 update, find a number of important taxation developments relating to tax return errors for investment properties, misreporting of FBT on work vehicles, the small business super clearing house, proposed super changes for high balances and low-income earners, and choosing the right
2026 FBT Return Action Checklist
FBT return action checklist to assist with meeting FBT compliance obligations for the 2026 FBT year.
Payday Super is Coming
From 1 July 2026, all employers must pay Superannuation Guarantee (“SG”) contributions at the same time as they pay employees’ “qualifying earnings”. Payday Super replaces the current requirement to pay SG quarterly where employers have had 28 days from the end of each quarter to pay their SG contri
Monthly Tax Update - February 2026
In this February 2026 update, find a number of important taxation developments relating to support for rebuilding after natural disasters, the latest changes to student loan debts, pump and dump investment schemes, GST and fuel tax credits for your business, and the ATO’s latest playbook for SMSF ed
Monthly Tax Update - December 2025
In this December 2025 update, find a number of important taxation developments relating to overseas travel, the ATO’s new draft rules for holiday home tax claims, FBT and tax considerations for end-of-year parties and gifts, payday super, and government-funded paid parental leave super.
Monthly Tax Update - November 2025
In this November 2025 update, find a number of important taxation developments relating to the difference between the Medicare levy and the Medicare levy surcharge, common misunderstandings around Family Tax Benefit and your tax return, planning for year-end payroll, tax and employee leave, the trut
Monthly Tax Update - October 2025
In this October 2025 update, find a number of important taxation developments relating to the ATO’s free tax-time tools and services, how changes to deeming rates could affect your pension, vouchers and GST in your business, extension of the $20,000 instant asset write-off, and unlocking the benefit
Monthly Tax Update - September 2025
In this September 2025 update, find a number of important taxation developments relating to the new 20% student loan reduction, business tax reform recommendation, the ATO super clearing house closure, ethical investments, and timing for SMSFs and minimum pension payments.
Monthly Tax Update - August 2025
In this August 2025 update, find a number of important taxation developments relating to the HECS/HELP debt reduction bill, getting tax returns right for small and medium businesses, tax-deductibility of ATO interest charges, protecting your super from pushy sales tactics, and how the $3 million bal
Monthly Tax Update - July 2025
In this July 2025 update, find a number of important taxation developments relating to timing your tax return lodgement, regulation changes for buy now pay later services, the tax to-do list when someone dies, decisions around accrued leave, and what happens when SMSF trustees breach super laws.
Monthly Tax Update - June 2025
In this June 2025 update, find a number of important taxation developments relating to tax and your child’s money, working out your WFH expenses, extension of the instant asset write-off until 30 June 2025, licensing music for your business, and ATO warnings about misinformation on super changes.
2025 Tax Planning Strategies
As 30 June 2025 is fast approaching, we have compiled a guide with respect to year-end tax planning strategies.