 DANIEL BUTLER , CASSANDRA HURLEY | FRIDAY, 14 AUG 2026 Whether someone has decision-making capacity can cause disputes and issues in various settings for clients and their advisers. Read more  TIM TOOHEY | FRIDAY, 29 MAY 2026 Structural changes to the tax system are not neutral-they materially alter the balance between income and capital, reshape investor behaviour, and ultimately influence both asset allocation and economic outcomes. Read more  MICHAEL HALLINAN | FRIDAY, 10 APR 2026 With Division 296 inching closer to being legislated, this white paper answers the most pressing questions around how the reforms will work. Read more  MEG HEFFRON | FRIDAY, 5 DEC 2025 The government has decided not to tax unrealised gains on superannuation balances over $3 million, but there are some other significant changes. Read more  SAMANTHA WONG | FRIDAY, 21 NOV 2025 When negotiating and formalising a property settlement the balance of the individual's and their former partner's superannuation should be considered. Read more  DANIEL BUTLER , SHAUN BACKHAUS | FRIDAY, 29 AUG 2025 Div 296 may impact gains outside of super being subject to an unrealised tax in future years, if the government is successful in taxing unrealised gains in superannuation funds. Read more  STUART DALL , LEO GOUZENFITER | FRIDAY, 16 MAY 2025 Taxpayers should be aware that although GIC or SIC can be calculated to accrue over a period of time, in many instances it is considered to be incurred on a single day. Read more MICHAEL HALLINAN | THURSDAY, 24 APR 2025 Benefits, risks and key steps when terminating legacy pensions. Read more  SHELLEY BANTON | FRIDAY, 11 APR 2025 Strict rules apply to making personal deductible contributions and adherence to them is crucial as the ATO has no related discretionary powers. Read more  SCOTT QUINN | FRIDAY, 18 OCT 2024 Making voluntary concessional contributions has long been a tax-effective strategy for individuals wanting to save for retirement. Read more |
Latest News
CBA, Colonial First State settle class action for $249m
|Commonwealth Bank (CBA), together with Colonial First State Investments (CFSI) and Avanteos Investments, have agreed to settle the long-running Interest Rates Class Action for $249 million but deny wrongdoing.
Netwealth profit hit by First Guardian costs
|Netwealth reported record underlying earnings and funds under administration in FY26, though its statutory result was weighed down by $74 million in after-tax costs related to the First Guardian Master Fund collapse.
ART strikes $883m QLD Westfield deal
Australian Retirement Trust (ART) has agreed to acquire a 50% interest in Brisbane's Westfield Mt Gravatt from Scentre Group for $882.5 million, in what is expected to be Australia's largest single-asset retail transaction this year.
HESTA reduces fees, minimum balance for income stream
HESTA will reduce administration fees and lower the minimum balance required to start an income stream account from September 30.
Further Reading
Cover Story
Leading the way
SHARON DAVIS
NON-EXECUTIVE DIRECTOR
FUTURE GROUP AUSTRALIA HOLDINGS PTY LTD
NON-EXECUTIVE DIRECTOR
FUTURE GROUP AUSTRALIA HOLDINGS PTY LTD
Sharon Davis has always been fascinated by the human condition; it has driven her passion for people, her career, and building a better future for the next generation and beyond. Eliza Bavin writes.
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