News and insights

 

30% tax on super earnings above $3m

Treasury has released draft legislation to enact the Government’s plan to increase the tax rate on earnings on superannuation balances above $3m from 15% to 30% from 1 July 2025. This is the final step before the legislation is introduced into Parliament and a step...

Read More

The ‘Airbnb’ Tax

Property investors that choose to utilise their property for short-term stays (or leave it vacant) are firmly in the sights of the regulators. The Victorian Government’s recent Housing Statement announced Australia’s first short-stay property tax. The additional...

Read More

$20k deduction for ‘electrifying’ your business

Electricity is the new black. Gas and other fossil fuels are out. A new, limited incentive nudges business towards energy efficiency. We show you how to maximise the deduction!The small business energy incentive is the latest measure providing a bonus tax deduction...

Read More

THE POWERFUL BENEFITS OF THREE-WAY BUDGETING FOR BUSINESS

What is Three-way Budgeting? Three-way budgeting is a financial planning process that combines three key financial statements: the profit and loss statement, the balance sheet, and the cash flow statement. This type of budgeting provides a more comprehensive view...

Read More

PROPOSED CHANGES TO THE THIN CAPITALISATION RULES

Treasury has released for exposure draft legislation in relation to some significant proposed changes to Australia’s thin capitalisation provisions. These provisions can place a limit on the ‘debt deductions’ (e.g., interest deductions) that can be claimed in...

Read More

CONSULTATION ON TAX ON SUPER ABOVE $3M

Treasury has released a consultation paper on the proposed tax on superannuation fund earnings above $3m. The paper is broadly consistent with the Treasury fact sheet released with the original announcement and confirms the $3m cap will not be indexed (consistent...

Read More

OVERCOME YOUR CUSTOMERS’ FEAR OF SPENDING

One of the biggest complaints from salespeople in a tight economy is the time it takes to achieve a sale.  So, what can you do to speed up the sales process? Sell the solution not the product Branding is wonderful but unless your brand is as mighty as Coca...

Read More

Key person protection

Ownership protection

Employee protection

Working with our planners

Engagement process

Cashflow management

Debt management

Wealth management

Personal risk management

Retirement readiness

Estate planning

Our Philosophy

Our History

Our Solutions

Community

Awards