
Discretionary trusts: What the proposed changes mean
Family trusts have long been a popular structure for managing business income, investments and succession planning. However, a major change is proposed from 1 July

Family trusts have long been a popular structure for managing business income, investments and succession planning. However, a major change is proposed from 1 July

Life moves fast. Is your insurance up to speed? Life rarely stands still. A new home, a growing family, a career change or the transition

It can feel as if artificial intelligence (AI) makes its way into almost every conversation, and especially for investors. From headlines about trillion-dollar technology companies

Stay up to date with what’s happened in the Australian economy and markets over the past month. July provided some welcome signs for the Australian
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Property investors are facing a whole new world this financial year following the tax reforms announced in the May Federal Budget, the ATO tightening the
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As a new financial year rolls around, most of us have been busy getting everything in order. While you are ticking off your financial housekeeping

In the weeks after the Federal Budget’s announcement to change the rules for negative gearing and the reduction to Capital Gains Tax (CGT), headlines continue
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A range of superannuation changes that came into effect on 1 July 2026, are reinforcing the role of super as one of the most tax-effective

The income assumptions many have carried into retirement are being tested in the current economic climate. Markets have lurched from one direction to another; interest

For many, the goal of investing is about creating wealth for a comfortable financial future, as well as a legacy that supports your children and

Stay up to date with what’s happened in the Australian economy and markets over the past month. 2026 kicked off with some encouraging signs but

Many investors breathed a sigh of relief at having survived (and even thrived) the turbulent economic and political events of 2025. Super funds posted strong