The government has announced it will make some practical changes to its proposed tax changes for people with large super balances (over $3 million) that will now take effect from 1 July 2026.
What’s changing?
Is it better?
What do you need to do?
Changes to How Super Earnings are Taxed for Large Balances Read More »
What it is: A proposed additional 15% tax on a portion of superannuation earnings, including unrealised capital gains, for individuals whose total superannuation balance (TSB) exceeds $3 million (this threshold is not indexed)
The 2025–26 Australia Federal Budget outlined a series of measures to ease cost-of-living pressures, boost housing supply and provide targeted tax relief.
Federal Budget 2025: Key Announcements Read More »
This case study highlights the importance of getting a second opinion when it comes to complex tax areas – doing so can uncover valuable opportunities.
Case Study: Reducing a $300k tax bill to $0 Read More »
Since your spouse super contribution is not automatically prepopulated in your tax return, many eligible people forget to claim this tax offset.
Tax time: Don’t forget to claim the spouse contribution offset Read More »
If you pay your advice fees directly from a super or investment platform, GST will be collected differently from 1 July.
GST changes on adviser service fees Read More »
These 10 steps can significantly reduce your risk of falling victim to scams and protect your financial wellbeing.
Scammers at tax time – 10 ways to protect yourself Read More »
On 1 June this year, all HECS-HELP debts will be subject to indexation of 7.1% – the highest rate in decades. Should you pay off your HECS-HELP this month to avoid that indexation?
Paying off your HECS-HELP debt – is now the time? Read More »
While there are no hard and fast rules, there are some rules of thumb that apply, $150,000 in household income being one.
Age, assets or income: When should you start working with a financial advisor? Read More »
Here’s a roundup of some of the key proposals put forward in last night’s Federal Budget. We take a look at how they might affect your financial goals.
2018 Federal Budget Brief Read More »
First home savers, downsizers and small businesses are the winners in Scott Morrison’s second Budget – while taxpayers face an increased Medicare levy
Federal Budget 2017 Read More »
Past performance is not a reliable indicator of future performance. Before acquiring a financial product, talk to our financial advisors. Contact us now.
2016 Federal Budget summary Read More »
A number of the proposed changes to superannuation have passed into legislation and we have summarised these in our post. Read the updates here.
Superannuation Rule Changes Pass Parliament Read More »
One week after Budget 2013, here is an easy to read summary of the proposed changes, courtesy of our friends at Colonial First State.
Budget 2013 Wrap Up Read More »
Finally, we have an announcement from the Government after weeks of speculation concerning changes to super. Read more.
Super: Proposed Government Changes Read More »
