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More Australians are choosing to take direct control of their retirement savings by establishing a self-managed super fund (SMSF) and according to the SMSF Association, Aussies now see their super as an important part of building and managing their overall wealth.

One year after the introduction of the new Aged Care Act, older Australians and their families are adjusting to a changed aged care landscape that includes new funding arrangements, higher costs for new entrants and ongoing service demand.

It’s impossible to miss the buzz around Artificial Intelligence (AI). It’s changing the way we work and live - but if you haven’t yet started dabbling in it, it might seem a little intimidating.

Running a business has never been easy. And, in today’s increasingly volatile environment, it’s more important than ever to ensure your business is properly protected in more ways than one.

Many people are surprised to learn that some of their largest assets may not be covered by their will. With recent changes affecting testamentary trusts and ongoing complexity around superannuation death benefits, now is a good time to review your arrangements.

For small businesses, every customer counts. Unlike large corporations with deep marketing budgets and national brand recognition, small businesses often rely on repeat business, referrals and reputation to grow. That is why customer experience (CX) has become one of the most important drivers of long-term success.

Most small businesses set an annual budget to help control their financial position, but far fewer use forecasting as a decision-making tool, which can be a missed opportunity.

If you drive your car for work or business purposes, and want to claim a tax deduction, you must complete a valid logbook every five years; or sooner, if your typical business use has varied by more than 10%.

Family trusts have long been a popular structure for managing business income, investments and succession planning. However, a major change is proposed from 1 July 2028, with the Federal Government planning to introduce a 30 per cent minimum tax on discretionary trust income and reduce some of the tax advantages these structures have traditionally offered. i

BMO Business Centre has announced that Partner David Briese will retire on 30 June 2027, bringing to a close a distinguished career dedicated to supporting clients, strengthening regional businesses and investing in the communities he proudly serves.

In the weeks after the Federal Budget’s announcement to change the rules for negative gearing and the reduction to Capital Gains Tax (CGT), headlines continue to spark debate, and a familiar question lingers: what does this mean for my investments?