SMSF Rule Changes in 2026: What Trustees Need to Know About Property, Division 296 and the New Caps

From 10 August 2026 SMSFs can only borrow to buy business real property. Here’s what that means, plus Division 296, the new caps and Payday Super.
Beyond the Tax Cuts: The 2026–27 Budget Changes Property Investors and Business Owners Need to Watch

Beyond the Tax Cuts: The 2026–27 Budget Changes Property Investors and Business Owners Need to Watch Robert July 30, 2026 Insights Our earlier article covered the headline personal tax cuts and the permanent $20,000 instant asset write-off from the 2026–27 Federal Budget. But some of the Budget’s most consequential proposals sit beneath those headlines — […]
2026–27 Federal Budget: What It Means for Individuals and Small Businesses

2026–27 Federal Budget: What It Means for Individuals and Small Businesses Robert May 29, 2026 Insights The 2026–27 Federal Budget has been released, and there are several tax and business measures worth keeping an eye on. While some announcements are still subject to becoming law, the Budget gives a clear indication of the Government’s […]
Trust vs Company: Which Structure Is Right for Your Business?

Trust vs Company: Which Structure Is Right for Your Business? Robert January 14, 2026 Insights Trust vs Company: Which Structure Is Right for Your Business? One of the most common questions business owners ask is whether they should operate through a trust or a company. There is no one-size-fits-all answer. The right structure depends on […]
What Labor’s 2025 Election Win Means for Your Taxes and Small Business

What Labor’s 2025 Election Win Means for Your Taxes and Small Business Robert May 4, 2025 Insights Labor’s Election Victory: What It Means for Australian Taxpayers and Small Businesses The Labor 2025 election result has significant implications for taxpayers and small businesses. In a decisive result, the Australian Labor Party, led by Prime Minister Anthony […]
Smart Tax Planning Strategies for the 2025 Financial Year

Smart Tax Planning Strategies for the 2025 Financial Year Robert February 24, 2025 Insights Smart Tax Planning Strategies for the 2025 Financial Year Smart tax planning strategies can make a real difference to your bottom line. The start of a new financial year isn’t just about meeting tax obligations—it’s an opportunity to take control of […]
Key Tax Changes for the 2025 Financial Year: What You Need to Know

Key Tax Changes for the 2025 Financial Year: What You Need to Know Robert February 24, 2025 Insights Key Tax Changes for the 2025 Financial Year: What You Need to Know As we approach the 2025 financial year, several important tax updates are set to take effect from 1 July 2024. These changes will impact […]
ATO Loses Key Division 7A Case – What It Means for You

ATO Loses Key Division 7A Case – What It Means for You Robert February 24, 2025 Insights On 19 February 2025, the Full Federal Court delivered a landmark decision in Commissioner of Taxation v Bendel [2025] FCAFC 15, significantly impacting how unpaid present entitlements (UPEs) from trusts to corporate beneficiaries are treated under Division 7A. If […]