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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Penalty Notices increasing significantly, the ATO clarifying capital gains tax rules for home-based businesses, new draft guidance on inherited homes, and ongoing compliance expectations for SMSFs, understanding your obligations is more important than ever.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.

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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.

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