Luxury cars: the impact of the modified tax rules

With the purchasing of luxury vehicles on the rise it’s important to be aware of some specific features of the tax system that can impact on the real cost of purchase. Often the tax rules provide taxpayers with a worse tax outcome if the car will be used for business or other income producing purposes […]

Interest deductions: Risks and Opportunities

This tax season, we’ve seen a surge in questions about whether interest on a loan can be claimed as a tax deduction. It’s a great question as the way interest expenses are treated can significantly affect your overall tax position. However, the rules aren’t always straightforward. Here’s what you need to know. The purpose of […]

The one big, beautiful bill that may not be so beautiful for Aussies

You may have seen the viral headline about a new U.S. tax bill called the One Big Beautiful Bill, but what does it mean for Australian investors, especially super funds and small businesses with US exposure? Turns out, it could mean a hit to investment returns. Where are things at? Australian superannuation funds currently have […]

Trust Funds in Today’s Economy: Still a Smart Move?

For decades, trust structures have been a cornerstone of the Australian tax and financial system, prized for their asset protection and flexibility when it comes to income distributions. However, with regulatory changes and mounting administrative complexity, the shine has been wearing off lately, prompting some businesses and investors to rethink their use Is there a […]

Important Tax Update

If you’re carrying an Australian Taxation Office (ATO) debt there is a good chance that it will cost you even more from 1 July 2025 onwards. This is because from 1 July 2025 two types of interest charges imposed by the ATO are no longer deductible What are the interest charges? There are two main […]

NFP Tax-Exempt Status: Key ATO Requirements If you oversee a not-for-profit (NFP), it’s crucial to understand your core obligations, especially if your organisation is tax-exempt. A recent requirement from the ATO means eligible NFPs must now complete an annual self-review return to maintain their income-tax-exempt status. Annual NFP self-review return From the 2023–24 income year, […]

The Technology Gap in Family Businesses

In today’s fast-paced business environment, technology is not just a tool—it’s a lifeline. Yet, many family businesses lag behind in adopting modern solutions, leaving them vulnerable to inefficiency, competitive disadvantages, and missed opportunities. While family businesses often excel in areas like relationships, trust, and long-term vision, they can fall short in leveraging technology to enhance […]

Who Will Lead Tomorrow?

Every founder of a family business will eventually face the same pivotal question: Who will lead when I’m gone? It’s a question that is easy to put off, especially when day-to-day operations and growth take center stage. But delaying this critical decision can leave your business vulnerable and your legacy uncertain. Without a clear succession plan, […]

Only 30% of Family Businesses Survive to the Second Generation

Family businesses are the backbone of economies worldwide, contributing jobs, innovation, and stability to communities. But the statistics surrounding their longevity are sobering: only 30% of family businesses survive to the second generation, and fewer than 12% make it to the third. Why is this the case? Unlike their non-family counterparts, family businesses face unique […]