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Division 296 Tax Is Now Law: What It Means for Your Superannuation Strategy
After months of debate, the Federal Government has passed Division 296 legislation introducing additional tax on large superannuation balances from 1 July 2026. Individuals with balances above $3 million may face extra tax on earnings attributed to the excess amount. With the rules approaching, now is the time to review how this may impact your retirement strategy, wealth structures, and estate planning.
How a Testamentary Trust Can Protect and Grow Your Family’s Wealth
A testamentary trust isn’t just a clause in your will — it’s a smart wealth-protection structure that can save tax, shield assets, and preserve your legacy for generations. Here’s how it works and why every Australian family with significant assets should consider one.
Our Resources
A library of downloadable documents and checklists.
CHECKLIST2025 Private Client Tax Checklist
Make sure you don’t miss out on any deductions this tax time, with this helpful checklist
CHECKLIST2025 Year End Business Checklist
Make sure you don’t miss out on any deductions this tax time, with this helpful checklist
BUSINESS STRATEGYPrice Reduction
A calculation to show the increase in sales that is required to compensate for a price discounting policy.
BUSINESS STRATEGYPrice Increase
If you adopt a premium pricing strategy, the table in this resource shows the amount by which your sales would have to decline following a price increase, before the gross profit is reduced below its present level.
CHECKLIST2024 Rental Property Schedule
Ensure you have all of your documentation in order with this Rental Property Schedule.
CHECKLIST2025 Self-Managed Super Fund Checklist
Use this checklist to help you manage your fund and meet your SMSF obligations.