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Highlights
Treasury Backs Off on Discretionary Trusts, But There Is a Catch
Some welcome news arrived from Treasury this month, with the Government softening its proposed treatment of discretionary family trusts. However, there are still some important catches, and we are not recommending that clients make any changes just yet. What was originally proposed? As part of the 2026–27 Federal Budget, the Government announced that from 1 July 2028, trustees would generally be subject to a minimum tax rate of 30% on taxable income of discretionary trusts. T
Josh Tilley
Sep 29
Superannuation Thresholds Rise to $2 Million: What has changed this financial year?
From the new financial year, two key superannuation limits move higher thanks to CPI indexation. While inflation erodes purchasing power,...
Josh Tilley
Jul 28, 2025
A Guide to Franking Credits
Why fully franked dividends are still Australia’s quiet super-power for investors on up to $135,000 a year. 1. What is franking, in plain...
David Tilley
Jul 28, 2025
What’s New for the 2026 Financial Year
On 1 July 2025, a new round of tax reforms has reshaped the compliance landscape for employers, investors and family groups alike. Below...
Josh Tilley
Jul 28, 2025
RBA Cuts Interest Rates – What It Could Mean for You
In welcome news for mortgage holders and property investors, the Reserve Bank of Australia cut the official cash rate by 0.25% to 3.85%...
David Tilley
May 28, 2025
Tax Planning Before 30 June: Capital Gains & Super Strategies You Should Know
As 30 June draws near, it is time to review your financial position and take advantage of valuable planning opportunities before the...
Josh Tilley
May 28, 2025
ATO Interest No Longer Tax Deductible From 1 July 2025 – What You Need to Know
From 1 July 2025, interest charged by the ATO on late or underpaid taxes will no longer be tax deductible. This is a significant change...
David Tilley
May 27, 2025
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