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By Oliver Holcombe August 6, 2025
With more than 947,000 trusts operating across Australia, it’s no surprise the ATO continues to keep a close eye on how these structures are managed. Trusts remain central to many wealth and succession plans, but their complexity means they also attract compliance scrutiny. i
By Shane Lee August 5, 2025
Investing isn’t just a numbers game. It’s an activity that stirs various emotions from hope and optimism to fear and anxiety.
By Chelsea Wyatt August 1, 2025
Spring cleaning isn’t just for closets.
By Kylie von Pein August 1, 2025
Self-managed superannuation funds (SMSFs) have long been associated with older Australians and small business owners looking for greater control over their retirement savings.
By Christine Town August 1, 2025
When you’ve poured your energy into building a business from the ground up - celebrating milestones, weathering challenges, and investing personal time and money - it’s easy to feel like the company is an extension of yourself. After all, it probably reflects your values, your efforts, and your long-term goals.
By Jack Staines July 10, 2025
How to determine whether your worker is an employee or independent contractor, and forms for new employees to complete.
By Mal Smith July 3, 2025
Do you have a plan for who will receive your super if something happens to you?
By Adrian Rasmussen July 3, 2025
Australians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent in a decade, according to a JBWere report. i
By Megan Moran July 3, 2025
With the new financial year comes a fresh wave of superannuation changes that could make a real difference to your retirement savings.
By Kelvin Tyler July 1, 2025
With a new financial year underway, now’s the time for small business employers to check they’re across the latest changes to super obligations - from Superannuation Guarantee (SG) increases to updated balance contribution caps.
By Michelle McVeigh June 19, 2025
As the federal government moves to introduce a new 15% tax on superannuation earnings above $3 million (known as Division 296 tax), concerns and debates have emerged about the broader implications for investment strategies, retirement planning, and even the property market.
By Jude Schofield June 12, 2025
The super changes coming into effect in the 2025-26 financial year. Australian superannuation laws are set to change once again in the 2025-26 financial year as the nation’s fast-growing retirement savings system continues to evolve. Below is a summary of the changes that will come into effect from 1 July, 2025, as well as looming legislative changes. 
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