Team Q&A: Alannah Trevisan
The PPT team recently caught up with our new receptionist Alannah, to learn more about life outside of work, including her love for netball and hard rock bands. Here’s what she shared with us! What…
Ask the Expert: 5 Key Questions About Income Protection
As part of our new Ask the Expert Series, Brent Olszewski from PPT Financial shares critical insights on income protection insurance, a vital tool for ensuring financial stability during uncertain times. Below, Brent answers five…
Trade Wars & Tariffs
Global Google searches for the word “tariffs” skyrocketed by +900% between late January and early February 2025, reflecting heightened public interest in trade policies. Below, we explore what tariffs mean, their impacts, and the current…
Federal Budget 2025-26: Client Overview
On Tuesday night, Treasurer Jim Chalmers handed down the 2025-2026 Budget. The big-ticket item? Personal income tax cuts. While they make for a headline-grabbing announcement, the reality is a modest saving - up to $268…
FBT 2025: What you need to know
The Fringe Benefits Tax (FBT) year ends on 31 March. We’ve outlined the hot spots for employers and employees. FBT exemption for electric cars Employers that provide employees with the use of eligible electric vehicles…
Threshold for tax-free retirement super increases
The amount of money that can be transferred to a tax-free retirement account will increase to $2m on 1 July 2025. The transfer balance cap - the amount that can be transferred to a tax-free…
Why the ATO is targeting babyboomer wealth
“Succession planning, and the tax risks associated with it, is our number one focus in 2025. In recent years we’ve observed an increase in reorganisations that appear to be connected to succession planning.” ATO Private…
Will credit card surcharges be banned?
If credit card surcharges are banned in other countries, why not Australia? We look at the surcharge debate and the payment system complexity that has brought us to this point. In the United Kingdom, consumer…
Is there a problem paying your super when you die?
The Government has announced its intention to introduce mandatory standards for large superannuation funds to, amongst other things, deliver timely and compassionate handling of death benefits. Do we have a problem with paying out super…
What makes or breaks Christmas?
The cost of living has eased over the past year but consumers are still under pressure. For business, planning is the key to managing Christmas volatility. The countdown to Christmas is on and we’re in…
