Our latest insights

Our 2025 Family Business Survey revealed a recurring theme that presents both a challenge and an opportunity: succession planning. Succession is often viewed as a pivotal moment in a family business’s lifecycle.

Discover how Australian manufacturers are responding to slower growth, rising costs and tighter margins in our 2025 Manufacturing Benchmarks report, with insights on performance, reinvestment and capability-building.

Section 99B of Australia’s tax law can trigger unexpected tax liabilities for residents receiving foreign trust distributions, including gifts, loans, and use of trust property. With increased ATO scrutiny and recent guidance, it’s vital to assess residency status, maintain clear documentation, and understand the tax implications before receiving overseas transfers.

Receiving money from overseas can trigger unexpected Australian tax consequences, especially when foreign trusts are involved. With the ATO increasing scrutiny on international transfers, including gifts, inheritances, and loans, it’s vital for Australian residents to understand their tax obligations. Section 99B of the Income Tax Assessment Act 1936 and recent ATO guidance highlight the risks of poor documentation and lack of planning. This article explores common scenarios, the importance of maintaining records, and how proactive tax planning can help avoid significant liabilities for both recipients and their overseas families.

As the end of the financial year approaches, now is the time for family groups to consider their annual tax planning. Tax planning is a critical part of the tax management processes for all family groups, and brings about benefits.

For private investors entering and growing in a new market or new industry, managing the finance function effectively is critical—not just for operational success, but to ensure compliance with local regulations and drive growth. Many investors underestimate the complexity of regional financial, tax, and reporting obligations, which can lead to inefficiencies and unexpected risks.

In today’s world, sustainability is a business imperative. Mid-sized businesses have a unique opportunity to make a significant impact on the environment while also reaping substantial benefits. Here are some actionable strategies to help reduce your carbon footprint and enhance your business’s sustainability.

Tax, happiness, risk, intergenerational, wealth, transfer, family, transparency, will, superannuation, property

Australian charities are feeling the pinch of rising costs and increased demand as over 3.3m people live in poverty. From streamlining operations to diversifying funding streams and using technology like AI, leaders are finding ways to meet rising demand and stay resilient in today’s cost-of-living crisis.

The aged care overhaul is here, with major reforms shaping the future of care for older Australians. From funding shifts to enhanced home care options, these changes will require careful planning from businesses in the sector. Find out how the $5.6b investment into the quality, viability, and accessibility of aged care services and related reforms will affect providers and why strategic planning is crucial for the year ahead.

The manufacturing sector has demonstrated remarkable resilience and adaptability, achieving steady growth through effective cost management and strategic investments despite economic challenges.

Franking credits – a cornerstone of the Australian tax system – often an underappreciated aspect of tax planning, represent a potent asset for investors, particularly as the fiscal year draws to a close.