Advice
Tax advice for financial planners, covering CGT, franking credits, structures, and tax-effective investment strategies for advised clients.
Trust tax: the election that asks families to freeze the future
Treasury's minimum tax on discretionary trusts offers a fixed entitlements election as the cheap way out of restructuring. Advisers Will Hamilton and Troy...
July 2027 deadline: ten months to get the CGT cost base right
Australia's CGT reforms take effect on 1 July 2027, and clients are already moving without waiting for advice. Viridian Lending's launch into the same moment...
CPA Australia's case for a better start-up CGT concession
CPA Australia supports Treasury's proposed capital gains tax concession for start-up investors but warns design flaws will leave investors, employees and...
Why tax alpha is the returns driver HNW advisers need to measure
Praemium and CoreData research shows tax is now a structural driver of HNW returns, but most practices still struggle to measure the value created and surface...
How the tax changes reshape wealth and investment decisions
Australia's Federal Budget 2026–27 reshapes the wealth and investment landscape, from a minimum 30% capital gains tax to discretionary trust changes and the...
Industry calls for bipartisan commitment to rule out taxation of unrealised gains
With the election campaign entering its final stages, a coalition of leading industry associations is calling on the Prime Minister and the Opposition Leader...
Division 296 Tax: Masterclass top 5 questions
The government may have proposed it as a "modest" change to the super system, but the effects will be far reaching. For advisers dealing with this latest...
Upfront advice tax deductibility bid fails, but silver linings prevail
The ATO has dug its heels in, and is firm in its belief that upfront advice should remain classed as capital expenditure. But the FAAA did gain a significant...
Time to get proactive on $3M super tax changes strategies: KeyInvest
The new rules around superannuation balances over $3 million have many searching for ways to mitigate the impact. The tax advantages of investment bonds may...
Investment bonds easing financial stress for tax-savvy consumers
There may be some caveats, but investment bonds can serve as a tax efficient investment vehicle. This is especially so when planning for life events like...
ATO gets serious about data, warns taxpayers against income mismatches
The Australian Taxation Office has extended its data collection to more rigorously check numbers in FY23 tax returns and cut down on tax cheats. Advisers and...