News & Resources

4th Mar 2026 | Newsletters

Newsletter – March 2026

Welcome to the March edition of our client newsletter. This month, we’ve brought together a range of timely and practical insights across tax, superannuation and financial planning, all designed to help you stay informed, prepared and in control of your…

2nd Feb 2026 | Newsletters

Newsletter – February 2026

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…

27th Nov 2025 | Newsletters

Newsletter – December 2025

Welcome to the December edition of our client newsletter. As the year comes to a close, we’ve curated a range of timely and practical articles covering the latest developments in tax, superannuation, and financial planning, designed to help you finish…

13th Nov 2025 | Checklists

2025 Checklists

12th Nov 2025 | Newsletters

Newsletter – November 2025

Welcome to the November edition of our client newsletter. This month, we’ve brought together a range of timely and practical articles covering key developments in tax, superannuation, and financial planning — all designed to help you stay informed, confident, and…

2nd Oct 2025 | Newsletters

Your Knowledge – October 2025

Welcome to the October 2025 edition of ‘Your Knowledge’ Newsletter. The past few months have brought some important developments that could have real consequences for business owners, trustees, and investors. From a recent Tribunal case that highlights why timing and…

3rd Sep 2025 | Newsletters

Your Knowledge – September 2025

Welcome to the September 2025 edition of ‘Your Knowledge’ Newsletter. There’s been a bit to report on since our August publication. Standouts include the RBA’s interest rate cuts, the release of the Productivity Commission’s interim report on the strategy for…

6th Aug 2025 | Newsletters

Your Knowledge – August 2025

Welcome to the August 2025 edition of ‘Your Knowledge’ Newsletter. As we move into the 2025/2026 financial year there are some key changes in tax, superannuation and compliance that are set to impact on a range of individuals and business…

16th Jul 2025 | Newsletters

Your Knowledge – July 2025

Welcome to the July 2025 edition of ‘Your Knowledge’ Newsletter. Inside this month, the Division 296 super tax & changes to ATO interest charges and how will the proposed US tax bill affect Australian superannuation funds and investors with US…

1st Jul 2025 | Resources

Your obligations to the ATO and your tax practitioner’s obligations to you, the TPB and the ATO

All registered tax agents and registered BAS agents (collectively referred to here as registered tax practitioners) must comply with the requirements of the Tax Agent Services Act 2009. As part of this, we are required to make all clients aware…

11th Jun 2025 | Newsletters

Your Knowledge – June 2025

Welcome to the June 2025 edition of ‘Your Knowledge’ Newsletter. Alongside tips for preparing for tax season we’re finding newsfeeds running hot with changes and information that’s relevant to employees, investors and business owners. Understanding these changes alongside implementing them…

2nd May 2025 | Newsletters

Your Knowledge – May 2025

Welcome to the May 2025 edition of ‘Your Knowledge’ Newsletter. In this month’s update, we explore year-end tax planning opportunities and risks, the long-awaited confirmation of the instant asset write-off threshold, tax implications of property subdivision projects, and the ATO’s…