News & Resources

As we move into the 2025/2026 financial year there are some key changes in tax, superannuation and compliance that are set to impact on a range of individuals and business owners. This edition of our newsletter brings together the most relevant updates to help you stay compliant, minimise your tax exposure and make informed financial decisions.

Inside this month are key updates, including a summary of the proposed Division 296 super tax and its practical implications for clients with high-balance superannuation, changes to the deductibility of ATO interest charges from 1 July 2025, the risks associated with following unqualified ‘finfluencer’ tax tips, considerations around the ongoing value of trust structures amid new regulatory challenges, and a look at the potential effects of proposed US tax legislation on Australian investors.

Alongside tips for preparing for tax season we’re finding newsfeeds running hot with changes and information that’s relevant to employees, investors and business owners. Understanding these changes alongside implementing them can be complex. Our goal is to provide you with information and guidance to help. If there's a topic you'd like us to cover please let us know. 

In this month’s update, we explore year-end tax planning opportunities and risks, the long-awaited confirmation of the instant asset write-off threshold, tax implications of property subdivision projects, and the ATO’s updated small business benchmarking tool.

Inside this month, we look at the personal income tax cuts that passed Parliament. And, where the super guarantee rules are catching out your employer clients.