Team Q&A: Emma Sinclair
Meet Risk Insurance & Financial Planning Administrator Emma Sinclair. Joining the team at the end of 2024, with a strong background in HR and admin, Emma works dynamically across both our Financial Planning team and…
Government to wind back electric vehicle FBT exemption in three stages
The Government has announced a staged wind-back of the current Fringe Benefits Tax (FBT) exemption for electric vehicles (EVs), following recommendations from the Statutory Review of the Electric Car Discount released in May 2026. While…
Key 2026–27 Federal Budget tax reforms: What they mean for you
The 2026–27 Federal Budget, released on 12 May 2026, has received more attention than most budgets in recent years. With proposed changes to negative gearing, the CGT discount and the taxation of trusts, this is a…
Ending card surcharges: What you need to know before 1 October 2026
The Reserve Bank of Australia (RBA) has confirmed that all surcharges on credit and debit card payments, across eftpos, Mastercard and Visa, will be banned from 1 October 2026. This represents one of the most…
Same Loan, Higher Rate? Why Now Is a Smart Time to Review
If you haven’t looked at your home loan recently, there’s a reasonable chance it’s no longer as competitive as it could be and in the current environment, that’s worth fixing. The Reserve Bank of Australia…
Six Strategies for Building Wealth in an Uncertain World
Geopolitical conflict, volatile energy markets, shifting global trade conditions, the sources of financial uncertainty right now have less to do with the RBA and more to do with forces well beyond Australia’s borders. The ongoing…
Important Change to Superannuation Rules – Effective 1 July 2026
The Australian Taxation Office (ATO) is introducing new superannuation legislation known as “Payday Superannuation”, which will apply to all employers from 1 July 2026. These changes are significant and will require most businesses to change…
Holiday Homes Under the Microscope
For many, a holiday home is more than just a getaway, it’s a way to help build family wealth while enjoying the Victorian lifestyle. Whether it’s a beach house on the Surf Coast or a…
Strategic Super: Boosting Your Retirement with Downsizer Contributions
When selling a long-held family home, the “Downsizer Contribution” is one of the most powerful tools available to boost your superannuation. It allows you to inject a significant lump sum into a tax-effective environment, even…
AI in Taxation: Navigating the Intersection of Efficiency and Accuracy
As AI becomes a staple in the modern business toolkit, many taxpayers are utilising large language models to interpret complex tax scenarios. While these tools offer timely convenience, they present significant risks when applied to…
