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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
The Rise of Self-Managed Super Funds
Australians are taking control of their financial futures like never before. The continued growth of the Self-Managed Superannuation Fund...
Josh Tilley
Apr 21, 2025
Is it time to review your Home Loan Rates? New to Bank vs Back Book rates.
When it comes to borrowing, not all interest rates are created equal. This is where working with a broker like Accord Loans & Finance,...
Josh Tilley
Apr 21, 2025
2025 Federal Budget Tax Changes Passed: What They Mean for You
The Federal Government has passed key income tax changes. Here is a summary of the legislated changes and what they mean for you....
David Tilley
Apr 21, 2025
Transferring Property Tax Free for "Love and Affection"
Transferring property between spouses in is a strategy often employed for asset protection, particularly by individuals in high-risk...
Josh Tilley
Mar 25, 2025
Superannuation Cap Set to Increase to $2 Million – What It Means for You
From 1 July 2025, the general transfer balance cap will increase to $2 million, giving Australians more room to transfer their...
David Tilley
Mar 25, 2025
Refinancing Your Home Loan: Everything You Need to Know
Life changes, and so do financial needs. Perhaps you have started a new job, welcomed a new family member, your bank did not pass on the...
Josh Tilley
Mar 25, 2025
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