News
How much cash should you hold vs invest? What's the right mix?
Balancing cash reserves and investments is one of the most important financial decisions investors face during uncertain markets.
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A smarter way to respond to super volatility
Market volatility can impact super balances significantly. Here are practical strategies to help investors respond more effectively.
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Living with higher for longer interest rates
Persistent higher interest rates are changing financial planning decisions for households and investors across Australia.
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Payday Super - the simple change that can boost your retirement savings
Upcoming payday super changes may help Australians grow retirement savings faster and improve super contribution consistency.
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Four ways to invest through market volatility
Volatile markets can challenge investor confidence. Here are four practical strategies to help manage uncertainty and stay invested.
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Making the most of a market downturn
Market volatility can feel uncomfortable, but downturns often create valuable long-term investment opportunities for disciplined investors.
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Reserve Bank lifts interest rates by another 0.25pc to 4.35pc
Australia’s latest interest rate increase will impact borrowers, investors and household budgets. Here’s what to consider moving forward.
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Economic update
Australia’s economic outlook continues to evolve amid changing interest rates, inflation pressures and global market uncertainty. Here’s what investors should know.
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Superannuation contribution caps to increase from 1 July 2026
The annual super contribution caps will increase from 1 July 2026, creating new opportunities for concessional and non-concessional contributions. Learn what the changes mean and how they may help reduce your tax.
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Federal Budget 2026-27: What It Means for You
Treasurer Jim Chalmers handed down the 2026-27 Federal Budget on 12 May 2026. From income tax cuts and a new $1,000 work-related expense deduction, to significant changes for property investors and family trusts — here is what it means for you.
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New ATO 'Verify Call' Feature: Instant Protection Against Phone Scams
The ATO has launched a new Verify Call feature in its app, allowing Australians to instantly confirm whether a phone call is genuinely from the ATO.
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ATO Updates EV Home Charging Rate: What It Means for You
The ATO has updated the EV home charging rate from 4.20c to 5.47c per kilometre from 2026. Here’s what it means for employers and taxpayers.
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Practical Help for Businesses Impacted by Fuel Disruptions
Australian businesses impacted by fuel disruptions may now access temporary ATO relief measures, including flexible payment plans and interest remission.
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Aged care is becoming a cash flow problem: Not just a cost
Aged care can create cash flow pressure due to timing gaps between costs and available funds. Learn how to plan ahead and avoid financial stress.
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A Wake-Up Call for Family Businesses on Fringe Benefits Tax
The SEPL case highlights how FBT applies to family business perks. Learn how trust structures, documentation and benefit classification affect tax risk.
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The ATO Targets FBT on Work Vehicles: Don't Let Assumptions Cost You
The ATO is increasing scrutiny on FBT for work vehicles. Understand exemptions, record-keeping requirements, and how to avoid costly compliance mistakes.
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Key Lessons from the Kilgour Case: Smarter Valuations in Business Sale Transactions
The Kilgour case reveals how market value is assessed for CGT and why real-world deal terms matter in business sale valuations.
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Aged care planning for couples - what happens when only one partner needs care
When one partner needs aged care, financial and emotional decisions become more complex. This guide explains what Australian couples need to consider.
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What the New Div 296 Tax Means for Individuals with Large Super Balances
Division 296 tax will impact Australians with large super balances from 1 July 2026. This guide explains how it works, key thresholds and what to consider early.
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Fringe Benefits Tax (FBT) Updates and Risk Areas for Employers 2025-26
The Fringe Benefits Tax year ends on 31 March. Learn the key FBT risk areas for Australian employers including electric vehicle exemptions, contractor classification and vehicle benefit compliance.
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Aged care financial planning in Australia - avoiding 5 common mistakes
Aged care financial planning in Australia involves understanding fees, asset assessments and retirement strategies. Learn the common mistakes families make and how early planning can help manage aged care costs.
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Economists warn Middle East war to hit households through oil price spike but say fallout could be short lived
Rising geopolitical tensions in the Middle East have pushed global oil prices higher. Here is what it could mean for petrol costs, inflation and Australian households.
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ATO Update on Inherited Homes: What it Means for Your Family's Wealth in Australia
The ATO’s draft determination TD 2026/D1 clarifies how CGT applies to inherited homes in Australia. Learn how the main residence exemption works and what estates must consider to avoid unintended tax exposure.
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Keeping Your Self-Managed Super Fund Compliant in Australia
SMSF trustees in Australia must comply with the sole purpose test and arm’s length rules. Understand related party risks, ATO expectations and potential tax consequences.
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Home-Based Business CGT Rules Australia - ATO Active Asset Test & Main Residence Exemption Explained
The ATO has clarified that limited home-based business use does not automatically qualify a property for small business CGT concessions. Understanding how the active asset test interacts with the main residence exemption is critical when selling your home in Australia.
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