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Now & Next Latest edition – AUTUMN 2025
Welcome to the Autumn edition of Now & Next Our quarterly Financial Planning newsletter In this edition: Five ways to avoid disagreements over your will To state the obvious, most of us want to be remembered fondly by our families. […]
Do you Have Hidden Estate Taxes on Your Superannuation?
Did you know there are hidden estate taxes in your super fund even when you are over 60, retired and receiving tax free income streams? The Australian Taxation Office is an untapped resource to the public, which provides information on […]
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Utilising Tools to Achieve you Budget Goals
Budgeting is important to help you manage your finances, save for a goal, reduce debt, and to create peace of mind. The basic principle of budgeting is to track your income, understand your spending and therefore your savings capacity. […]
Victoria’s New Commercial and Industrial Property Tax: What It Means for Your Business
Victoria has recently undergone a major shift in its property taxation system, replacing the traditional stamp duty on commercial and industrial properties with an annual property tax. This reform, effective from 1 July 2024, is expected to lower the initial […]
Division 296 – The $3 Million Dollar Super Dilemma
Division 296 tax is set to take effect from 1 July 2025. Under this tax, an additional tax of 15% will apply to investment earnings of a member whose super balance is above $3 million at the end of the […]
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Now & Next Latest edition – SUMMER 2025
Welcome to the Summer edition of Now & Next Our quarterly Financial Planning newsletter In this edition: What are my options if I’m asset rich and cash poor? Rising living costs have made it tricky for many Australians to make […]