Blogs & Resources
Pension Phase and Drawdowns: Why SMSFs Are Ahead
When it comes to transitioning into retirement, self-managed super funds (SMSFs) continue to stand apart. One of the most noticeable differences is how confidently SMSF members move into pension phase and begin drawing an income from their super. Data shows that SMSF...
Superannuation: Quick Facts You Should Know for 2026
Australia’s superannuation system continues to shift, with new rules and emerging trends shaping how Australians save for retirement. Here are the key superannuation facts worth noting. Key Super Changes The Superannuation Guarantee (SG) rate is now 12%. From 1 July...
When AI Gets It Wrong: Lessons from the Deloitte Report
Artificial intelligence is transforming accounting and advisory services, promising faster data analysis, streamlined compliance, and predictive insights. Yet, a recent Deloitte incident has reminded professionals that with every leap in innovation comes a risk of...
Education + Empowerment: Building Confidence in Your Financial Journey
When it comes to money, uncertainty can be stressful. The more you understand your finances, the more empowered you are to make decisions that align with your goals. Research shows that people who feel informed and confident about their financial choices are more...
Minimising FBT Before the Holiday Season
Why Plan Now With the holiday season fast approaching, September and October are the best months to prepare for staff gifts, Christmas parties and client entertainment. Most of these expenses land in November and December , but by then, your options are limited....
Charitable Giving in Estate Planning: Creating a Lasting Legacy
Why It Matters Estate planning goes beyond dividing assets; it’s about defining the legacy you want to leave. For many Australians, that includes supporting causes and organisations they care deeply about. Incorporating charitable giving into your estate plan offers...
Payday Super Is Coming: What Employers Must Know for FY2026 –
Australia’s superannuation system is about to undergo one of its biggest changes in decades. As part of the government’s ongoing super reform agenda, the Treasury Laws Amendment (Payday Superannuation) Bill 2025 was introduced to Parliament last 9 October 2025. If...
Engaging Professional Bookkeeping Support: Why More SMEs Are Making the Switch
Running a small or medium-sized enterprise in Australia isn’t just about winning clients and delivering great service. Behind the scenes, compliance is becoming more complex, labour costs are rising, and the national shortage of skilled accounting staff is stretching...
GIC & SIC Interest Penalties Are No Longer Tax-Deductible: What It Means for Your Business
Check if Your Business Is at Risk Does your business currently carry an outstanding ATO debt or rely on payment plans to manage tax obligations? If so, the new rules that came into effect on 1 July 2025 could significantly increase your costs. From this date, General...
Division 296 Tax Update: What It Means for You
The Federal Government has announced important changes to the proposed Division 296 tax, which will affect individuals with superannuation balances over $3 million. These updates aim to make the tax fairer and more practical, especially for SMSF members and...
Empowering Change Through Advice
Your evolving needs are guiding the Supervision Group toward deeper engagement in advisory services. While our primary role remains compliance—and always will—engagement represents a meaningful shift. Compliance is mandatory. Engagement is a choice. We are currently...
Tax Agents Join the Fight Against Financial Abuse
The Australian Taxation Office (ATO) has recently taken a proactive step by educating Tax Agents on the signs and impacts of financial abuse. The statistics are alarming: 1 in 6 women and 1 in 13 men in Australia experience financial abuse. Tax Agents, including...