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As the end of the financial year (EOFY) approaches, investors often focus on topping up super, maximising deductions, prepaying interest or reviewing portfolios. While these are all valuable activities, there are some less obvious tasks that can have a big impact on your tax position, wealth preservation and long-term planning outcomes.

Stopping work is a big shift – especially when you haven’t planned for it.

With the ongoing cost-of-living squeeze, record numbers of Aussies are supplementing their income with side hustles.

Tax Office data shows fewer people used its super scheme in 2024-25. Introduced in 2018, the home downsizer scheme allows eligible Australians aged 55 and older to contribute up to $300,000 from the sale of their home into superannuation, outside of normal annual contribution caps.

If the start of your year reset hasn’t stretched beyond a fresh diary and a strong coffee, the ATO reckons now’s a good time to widen the lens, especially when it comes to tax.

Everyone likes to know how they’re travelling compared to their peers and business owners are no different.

Attracting and retaining customers is the lifeblood of any small business. The tricky part is, marketing can feel like a whole other job you never signed up for. Social media, email campaigns, content creation and advertising can be overwhelming.

Self-managed superannuation fund (SMSF) trustees always have a lot on their to-do lists but the first few months of 2026 are likely to be busier than usual.

Providing financial support to your grandchildren can be a meaningful way to invest in their future. From practical steps to financial strategies and legal considerations, there are several ways you can help set them up for long-term security and success.

This year is shaping up as one of the biggest for tax and superannuation reform.

The assets that make up your estate may include property, bank accounts, investments and superannuation.