by Ed Chan | Jun 12, 2026 | All, News and Updates
Tax The High Court of Australia has dismissed the Commissioner of Taxation’s appeal in Commissioner of Taxation v Bendel, ruling against the ATO on several key issues including the treatment of unpaid present entitlements (UPEs) and the definition of a “loan.” ...
by Ed Chan | May 28, 2026 | All, Trusts
The claim that Family Trusts remain a vehicle for tax avoidance in Australia is simply out of date. Successive governments have already closed many of the loopholes, and today there is often no meaningful tax advantage to using a Family Trust structure. In fact, in...
by Cindy Su | May 21, 2026 | All, Business, News and Updates, Property
The 2026 Federal Budget marks a significant shift in Australia’s property tax landscape, particularly for residential property investors. With reforms targeting both negative gearing and capital gains tax (CGT), the government is reshaping the incentives that have...
by Cindy Su | May 5, 2026 | All, Business
Your business has had a strong year, then the ATO notice arrives and it is for far more than you expected. This happens to thousands of Australian small business owners every year. In most cases, it comes down to a handful of very common and very avoidable gaps in tax...
by Ed Chan | Apr 29, 2026 | All, Property
You should always get advice before investing, especially before buying a property—not after. Once purchased, it becomes very expensive to make changes. If a property is properly structured, it can mean the difference between paying a significant amount of tax and...
by Cindy Su | Apr 21, 2026 | All, Business
When you launched your business, handling the books yourself made sense. You were watching every dollar, wearing every hat, and learning the ropes. A spreadsheet here, a receipt folder there. It’s manageable enough. But as your business grows, so does the complexity....
by Cindy Su | Apr 9, 2026 | All, News and Updates
If you’ve ever picked up a call from someone claiming to be from the ATO and felt that knot of anxiety in your stomach, you’re not alone. ATO impersonation scams have been doing the rounds for years, and they’ve gotten more convincing over time....
by Cindy Su | Apr 2, 2026 | All, Business
Offering or receiving shares in a business is increasingly common in Australia, particularly among startups and growing companies. However, there is a clear distinction between employee share schemes (ESS) and equity ownership. Each structure carries different rights,...
by Ed Chan | Mar 18, 2026 | All, Business, Property
Why do some people achieve financial independence while others struggle financially, even when they earn significantly more? It’s a question many financial advisers encounter regularly. Surprisingly, the answer often has less to do with income and more to do with...
by Cindy Su | Mar 16, 2026 | All, Supers, Tax and Accounting
The Australian Parliament has passed legislation for a new tax on superannuation balances over $3 million, commonly known as the Division 296 tax or “$3 million super tax”. This measure will take effect from 1 July 2026, fundamentally changing how earnings on large...
