Our latest insights

Treasury has released the most recent rework of the proposed Division 296 tax. Although it has provided some much-needed relief from the original draft, the rework now includes addition hurdles requiring careful planning and consideration.

Starting from 1 July 2026, the general transfer balance cap will increase from $2m to $2.1m, allowing further tax benefits for superannuation fund members.

The Government’s payday superannuation reforms have now passed Parliament without amendment and received Royal Assent. From 1 July 2026, employers must pay superannuation guarantee (SG) contributions on payday, with funds reaching employees’ accounts within 7 business days.

The Superannuation Legislation Amendment (Tackling the Gender Super Gap) Bill 2025 presents the opportunity to evenly split superannuation balances amongst spouses.

Following the recent election victory of the Labor Party, it’s likely the Division 296 tax bill will be reintroduced and passed. The results saw government win the control of the House of Representatives as well as the Senate, which will also be controlled with the help from the Greens.

Ideally, you want 5-10 years to plan for retirement. The longer you allow yourself, the easier it will be to reach your goal. If selling the business part of your plan, the aim is to secure the best price and maximise your return after tax. So, what factors should you consider for retirement?

Last week, the Australian Securities and Investments Commission (ASIC) released a report highlighting issues with the superannuation industry's handling of death benefit claims and the impact these have on grieving Australians.

Having funds in superannuation is a great financial structure from a tax perspective. Despite this being a great vehicle to invest your money, you should be aware of the potential tax that applies to certain beneficiaries of your super upon your death.

Starting from 1 July 2025, the general transfer balance cap will increase from $1.9m to $2m, allowing further tax benefits for superannuation fund members.

If you have any questions about the changes to superannuation, our national Superannuation team are here to help.

Explore the recent announcements on Payday Superannuation reforms and the Superannuation Guarantee (SG) changes set to take effect from July 2026. This page outlines the new requirements for employers regarding Ordinary Time Earnings (OTE), details on late payment penalties, and key compliance strategies to prepare for these changes.

One of the fundamental rules for a self-managed superannuation fund (SMSF) is the general prohibition on borrowing.