Personal Finance

  • EOFY SMSF Tax Planning Tips for Property Trustees Before June 30

    For SMSF property trustees, the weeks leading up to 30 June present an important opportunity to review the fund’s affairs, maximise legitimate tax deductions, and ensure compliance with Australian Taxation Office (ATO) requirements. A little preparation before the end of the financial year can help avoid costly mistakes, reduce administrative headaches, and position your fund […]

  • What Is the Super Death Tax and Could It Affect Your Family?

    Many Australians are surprised to learn that while formal death duties were abolished decades ago, a form of tax can still apply when superannuation is passed on after death. Often referred to as the “Super Death Tax”, this tax can reduce the amount your loved ones receive from your superannuation balance. In some cases, beneficiaries […]

  • Could Proposed Super Changes Affect Your Retirement Plans?

    For many Australians, superannuation is something that quietly sits in the background for decades. Contributions go in automatically through work, balances slowly grow over time, and retirement can feel far enough away that detailed planning becomes easy to postpone. But with several superannuation changes arriving from 1 July 2026, more Australians are starting to ask […]