Latest News & Events
5 Health Checks For Your Retirement Portfolio
Retirement portfolios are like small businesses. Here we explain why, and highlight the most important health checks to conduct on your retirement portfolio.
Key Changes to Foreign Resident Capital Gains Withholding Rules
Starting 1 January 2025, all Australian property sales - whether you are a resident or foreign investor - are impacted by new Capital Gains Withholding rules. Learn what’s changing and how to navigate it.
Review your finances for 2025
Committing to reviewing and refining your financial situation each year is a resolution worth keeping. Kick off 2025 by putting your financial goals front and center with these 6 tips to review your finances.
SMSF Trustee Responsibilities You Must Understand
SMSFs are increasingly popular, however, as an SMSF trustee, you are legally and financially accountable for your fund's operations. Here are seven essential areas you must understand...
Get Excited About Your Retirement
Retirement planning can be exciting and empowering, no matter your age or financial situation. Whether you're just starting out or retirement is on the horizon, having a clear plan makes a world of difference. Here, we’ll answer some common questions...
myGovID / myID scams
The ATO are seeing a wave of ATO impersonation scams relating to the upcoming name change of myGovID to myID which is occurring in mid-November. Scammers are sending SMS and email messages indicating that you need to reconfirm your details...
What the revised Stage 3 tax cuts mean for you
After much debate, legislation to scale back “Stage 3 tax cuts” is now law. This legislation passed parliament on 27 February 2024 and received assent on 5 March 2024. Consequently, you may now be wondering what the revised Stage 3...
Changes to TBAR reporting requirements for SMSFs
A self-managed super fund (SMSF) must report events that affect a member’s transfer balance account to the Australian Taxation Office (ATO) via Transfer Balance Account Reports (TBAR). Due dates for reporting used to be determined by the total super balances of an...
Stay up to date