News & Insights

Welcome to the March edition of our client newsletter. This month, we’ve curated a selection of timely and practical articles covering important developments in tax, superannuation, and financial planning – all designed to help you stay informed, confident, and in control of your financial affairs.

In this edition:

Payday super checklist for employers: Steps to stay compliant 
From 1 July 2026, employers will be required to pay superannuation guarantee (SG) contributions at the same time as salary and wages. This represents a significant shift for many businesses. We outline what the new rules mean and provide a practical checklist to help small employers prepare now.

Commonwealth seniors health card (CSHC): What’s changing from 20 March 2026
The CSHC offers valuable benefits for eligible self-funded retirees, including reduced health costs and cheaper PBS medicines. However, it is income tested, and upcoming increases to deeming rates may impact eligibility. We explain what’s changing and how it could affect you.

Fringe benefits tax (FBT) checklist 2025-26
With the FBT return deadline approaching, we provide a helpful (non-exhaustive) checklist to assist employers in identifying potential FBT liabilities and ensuring compliance.

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Welcome to the February edition of our client newsletter. This month, we’ve curated a selection of timely and practical articles covering important developments in tax, superannuation, and financial planning – all designed to help you stay informed, confident, and in control of your financial affairs.

In this edition:

Changes to the tax treatment of holiday homes
Holiday homes have long been a grey area from a tax perspective. New ATO guidance has tightened the rules around the taxation of holiday rental properties, particularly where owners rent out all or part of a property without running a business. We explain how the updated guidance affects rental income and the deductibility of ownership costs in different situations.

CGT: Buying a new home before selling the old one 
If you’ve purchased a new home before selling your existing one, there are important capital gains tax (CGT) implications to consider. The key issue is that under the CGT rules, you generally can’t treat more than one home as fully exempt at the same time. We outline what you need to know.

Permanent incapacity and super – What it means if you’re totally and permanently disabled
If you become totally and permanently disabled (TPD), you may be able to access your super even if you don’t hold TPD insurance within your fund. We explain how the rules work and why understanding them can be crucial when income and financial security are under pressure

Six changes impacting your super in 2026
Superannuation rules continue to evolve, and 2026 is shaping up to bring several important changes. While some updates may only affect a small group, others could impact most people with super. We highlight six key changes worth keeping on your radars.

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