Client Alert - June 2026
Budget offers personal tax relief but super largely untouched
The 2026–2027 Federal Budget’s headline personal tax measures will reshape financial planning strategies from 2027. A new $250 working Australians tax offset (WATO) will apply…
Budget - May 2026
PERSONAL TAXATION
Personal tax rates: existing cuts for 2026–2027 and 2027–2028 unchanged
In the Budget, the Government did not announce any further changes to the personal tax rates. However, the proposed new $250 working Australians…
Client Alert - May 2026
Will the proposed $1,000 instant tax deduction benefit you?
The Federal Government has released draft legislation for a new “instant” standard tax deduction that would allow eligible taxpayers to claim work-related expenses at tax time…
Client Alert - April 2026
AI may be handy for simple money questions, but it’s no substitute for professional advice
Artificial intelligence tools are becoming increasingly popular for answering money-related questions. While these tools can be helpful for summarising…
Client Alert - March 2026
Investment properties: tax return errors that trigger ATO follow-up
Owning an investment property can be tax-effective, but it’s also one of the ATO’s most closely monitored areas. Here are five errors that most often trigger ATO follow-up,…
Client Alert - February 2026
Support for rebuilding after natural disasters
If you’ve lost your home, property or business to a natural disaster, knowing what to do next can be daunting. The good news is there’s help available to help you navigate the recovery process.
The…
Client Alert - December 2025
Heading overseas? Centrelink and the ATO might need to know
If you’re planning an overseas holiday, especially if you currently receive Centrelink or other government payments, a little prep will help you enjoy your trip without payment surprises…
Medicare, FTB, FBT, Payday Super and More : What You Need to Know This Tax Season
What’s the difference between the Medicare levy and the Medicare levy surcharge?
Many people getting their tax notice of assessment wonder why they see amounts for the Medicare levy and Medicare levy surcharge. Here’s how it works.
Medicare…
Client Alert - ATO Tools, Updates, and Super Strategies
Make managing your tax less intimidating with the ATO’s free tools and services
If you’ve ever felt unsure about doing your tax online – or you’re helping someone who is – there are safe, simple ways to learn how it all works. The…
Key Super Changes and Tax Updates Every Australian Should Know in 2025
Understanding the new 20% student loan reduction
The Australian government’s promise to cut student loan debts by 20% has now become law. If you’re one of more than three million Australians who have a student loan, you’re probably wondering…