Trusts have long been a central feature of the Australian tax and financial landscape, valued for their flexibility, asset protection, and control over income distributions. But while trusts can offer...

Division 296 super tax is a controversial Federal Government proposal to impose an extra 15% tax on some superannuation earnings for individuals if their total superannuation balance (TSB) is over...

The new financial year is an ideal opportunity for business owners to strengthen their long-term wealth position through superannuation. With concessional contribution strategies firmly in focus, particularly following last year’s...

Setting up a discretionary or family trust is a well-established strategy for tax planning, asset protection, and succession planning. But one essential legal step is often missed or misunderstood: trust...

Using company funds or assets for personal purposes is a common and often necessary practice for small and medium enterprise (SME) owners. Correctly prepared and documented transactions, managed in accordance...

Small and medium-sized enterprises (SMEs) are the backbone of the Australian economy—accounting for 97% of all businesses and contributing approximately 32% to the national GDP. Yet despite their vital role,...

Business owners with Self-Managed Super Funds (SMSFs) are well placed to make a significant, and positive difference to their long-term financial security. The key to doing so successfully, however, lies...

The halfway mark of the financial year is the perfect time to pause, assess, and make strategic adjustments. Whether the past six months have exceeded expectations or brought unexpected hurdles,...