Blog

Superannuation rules are always changing, and 2025 is set to bring some updates that could affect your retirement savings. Whether you’re just starting to build your super or already planning for retirement, keeping up with these changes can help you make informed decisions. Here’s what’s on the horizon. Possible tax changes for large superannuation balances [...]

Feeding its seemingly insatiable appetite for rental data, the ATO has recently announced it will soon be collecting rental bond details for some 2.2 million individuals. The data, which will be collected twice a year from State and Territory bond regulators, is very comprehensive, and will include personal details such as names, addresses, dates of [...]

The unofficial federal election campaign is now well underway, with Opposition Leader Peter Dutton announcing a couple of tax policies while out on the hustings in Queensland on 19 January. We’re drawing these developments to your attention in order to keep you informed about what the tax landscape might look like post-election after announcements from [...]

Superannuation is often seen as untouchable savings for retirement, but did you know it can also be a lifeline during financial difficulty? While super is designed for retirement, there are rules to allow it to provide financial support in several situations. Let’s explore these rules and how super might offer relief in times of crisis. [...]

The Australian Tax Office (ATO) has released new guidance (TD 2024/7) on when financial advice fees can be claimed as a tax deduction. Overall, the ATO has not changed its view but it has given more clarity around the deductibility of upfront and ongoing fees.  Key points to know Some of the key takeaways from [...]

Have you ever wondered how your super balance compares to others in your age group? Or maybe you’re curious about how much you should have saved by now to ensure a comfortable retirement. It’s not always easy to figure out if your super is on track, but understanding how it stacks up can help you [...]