Blog

March 2026 Strategic Update
March brings several important tax updates for Australian business owners, property holders and SMSF trustees. With Director Penalty Notices increasing significantly, the ATO clarifying capital gains tax rules for home-based businesses, new draft guidance on inherited homes, and ongoing compliance expectations for SMSFs, understanding your obligations is more important than ever. In this update we break down what these developments mean in practical terms and the steps you can take to manage risk, protect your wealth and stay compliant.

February 2026 Strategic Update
February brings several important tax and financial updates for business owners and investors. From the ATO’s increased scrutiny of holiday home deductions, to the review of electric vehicle tax incentives, and the growing risks of relying on AI-generated tax advice, understanding the current landscape is key. We also explore how downsizer super contributions work when selling your family home and what to consider before making a contribution.

December 2025 Strategic Update
From payroll reform to professional development, this issue explores several important topics for businesses and investors.
It’s a practical, forward-looking edition
designed to help you stay compliant, confident, and ready for the changes ahead.

November 2025 Strategic Update
This month’s update brings together a mix of superannuation reform, small business incentives and an important reminder about cybersecurity risks. With proposed changes to high-balance super funds, lessons from a recent tax case, and practical measures for protecting business data, here’s what’s worth knowing this November.

October 2025 Strategic Update
This month’s update brings together several important developments for trustees, business owners and investors. From the ATO’s renewed focus on trust distribution timing to the removal of tax deductions for ATO interest charges, new supermarket pricing reforms and warnings about early access to super, there’s plenty to be aware of as we head toward the end of the year.

September 2025 Strategic Update
This month brings some big developments for both individuals and businesses, from student debt relief and tax reform proposals to RBA interest rate cuts and upcoming super changes. Here’s what’s shaping Australia’s financial landscape in September 2025.

August 2025 Strategic Update
The 2025–26 financial year brings several updates across tax, superannuation and compliance will affect individuals, employers and business owners alike. This month’s wrap-up highlights the practical implications and where to focus your attention.

July 2025 Strategic Update
As we enter the new financial year, several tax and superannuation developments are on the radar; from the proposed Division 296 super tax to changes in ATO interest deductions and new scrutiny around trust structures. Here’s what you need to know this month.

June 2025 Strategic Update
With Labor securing a majority in the House of Representatives, several new initiatives and updates are set to shape Australia’s financial and economic landscape over the next few years. Here’s what you need to know.
