Blogs & Resources

Digital Estate Planning: Safeguard Your Online Legacy

Digital Estate Planning: Safeguard Your Online Legacy

In our increasingly digital world, where much of our lives are conducted online, it’s crucial to consider the fate of our digital assets after we’re gone. Just as protecting physical assets is essential, safeguarding your digital legacy is equally important. Digital...

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Payday Super: Strengthening Australia’s Retirement System

Payday Super: Strengthening Australia’s Retirement System

The Albanese Government has announced a significant reform to Australia's superannuation system, mandating that super be paid on payday. This change, effective from 1 July 2026, aims to enhance the retirement incomes of millions of Australians【Source】. Key Benefits of...

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12 Essential Steps for Portfolio Access and Lodging

12 Essential Steps for Portfolio Access and Lodging

Managing your portfolio and ensuring all necessary documentation is in order is crucial for a smooth and successful tax return process. Here is a comprehensive guide to help you navigate through the essential steps of accessing your portfolio and lodging your return...

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Superannuations Strategies in the Face of Tax Reform

Superannuations Strategies in the Face of Tax Reform

The latest changes to personal tax rates (feature article) highlights the need for a discussion on how Australia will maintain the incentive for lower-income earners to contribute more to Superannuation. In the 2025 Financial Year, anyone earning under $61,400 will...

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Valuing Fund Assets Correctly for the SMSF Annual Return

Valuing Fund Assets Correctly for the SMSF Annual Return

by ATO.GOV.AU  Every year you need to value your SMSFs assets and provide supporting evidence to your auditor. A key responsibility self-managed super fund (SMSF) trustees have every income year is valuing your fund's assets at 'market value'. Prior to lodging your...

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