Is Your Financial Strategy Ready for the New Financial Year?
The new financial year has brought significant changes to Australia's tax and superannuation landscape. Whether you're an individual, investor, business owner or Self-Managed Super Fund (SMSF) trustee, these changes may affect your tax position, wealth strategy and future financial goals.
Now is the ideal time to review your financial affairs and ensure you're making the most of every opportunity while remaining compliant.
Major Changes from 1 July 2026
- Personal income tax changes
- Capital gains tax (CGT) changes and planning opportunities
- Trust distribution and trust structure considerations
- Superannuation contribution cap increases
- Payday Super obligations for employers
- SMSF strategy and retirement planning
- Division 296 tax for high-balance superannuation members
- Permanent $20,000 Instant Asset Write-Off for eligible businesses
- Business cash flow, payroll and tax planning
- Asset protection and business structure reviews
- Succession and estate planning considerations
Who Should Book?
Our Complimentary 30 mins Meeting is ideal for:
- Professionals
- Family office
- Property investors
- Business owners
- Company directors
- Self-Managed Super Fund (SMSF) trustees
- Family trusts and investment entities
Liability limited by a scheme approved under Professional Standards Legislation