Post Type: Article

The ATO rolled out a new super transfer verification requirement in May 2026, and if you use the ATO app to manage your superannuation, it affects how you move your super from here on. Here is what changed, who it affects and what you need to do. What Changed With ATO Super Transfer Verification in…

SMSF property investment just got a whole lot more competitive. The 2026 Federal Budget left the key rules inside superannuation intact, and in a market where everything else is shifting, that is a significant advantage. Here is what stayed the same, what it means, and why now is a good time to pay attention. What…

Every year, the federal budget gets handed down, and a lot of it doesn’t seem relevant for business owners, but this year, there are a few changes that may impact more than you realise. The detail really matters here. There are changes to capital gains tax, negative gearing, and business structures that will directly affect…

What the big funds don’t make obvious, and what to do about it. For years, Australians have trusted large superannuation funds to manage their retirement savings. But increasingly, many are asking, “Is this really working for me?” If you’ve ever felt disengaged, frustrated, or unsure about how your super is being managed, you’re not alone,…

Here’s a common mistake we see often at tax time: claiming car expenses based on a car logbook that no longer reflects how you actually use your vehicle. The Australian Taxation Office has reminded taxpayers that now is a good time to check whether your car logbook is still doing its job. Many people assume…

A client recently came in, ready to sign finance paperwork for a new work vehicle. He’d sorted everything with his bank – just needed our signature on the company financials. Before we signed anything, we asked him one question: “How does your business report GST – cash or accrual?” He paused. “Accrual, I think. Why…

From 1 July 2026, superannuation payments shift from quarterly to payday. For most business owners, this change hasn’t even registered yet – but it will have a major direct impact on cash flow. In our strategic planning sessions over the past few months, we’ve been working through what this means for clients who are building…

You’re running a profitable business. Revenue is strong, you’ve built a solid team, and the kids are in private school. By most measures, you’ve made it. But here’s the question that keeps successful business owners awake at night: are you making the most of what you’ve built, or are you leaving money on the table?…

The final weeks of the year tend to push every business owner a little harder than usual. There is pressure to finish everything, keep the team steady and prepare for what comes next. This is exactly when taking a step back becomes essential. A proper break is not about slowing down progress. It is about…

A successful succession plan depends on more than agreements and financial structures. The people involved are what ultimately determine whether the transition is smooth or difficult. Preparing the next generation for leadership requires clarity, communication and a steady focus on building capability long before the handover takes place. This preparation matters whether the successor is…

A successful business succession plan needs more than good intentions and a willing successor. The structure behind the handover is what protects the value you have built and ensures the next person steps into a stable and well-supported business. This stage of the succession journey focuses on the technical aspects of the work. It is…

When you start thinking about succession or selling your business, one of the first questions that comes up is, “What is my business worth?” Many business owners have a figure in mind, but it is often based on gut feeling rather than evidence. The reality is, the value of your business is determined by more…