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Two brothers – Paul Issa and Phillip Issa – fronted court in Sydney recently, both facing criminal charges after allegedly accessing the personal banking details of Prime Minister Anthony Albanese. The younger brother, 21-year-old Paul, was a graduate employee of consulting firm EY and on secondment to the Commonwealth Bank of Australia at the time...Read More
How SMSFs are taxed
August 3, 2026Superannuation
How self-managed super funds (SMSFs) are taxed, what is assessable income, and what are allowable deductions. Tax on incomeSelf-managed super funds (SMSFs) must pay tax on their assessable income. The most common types of assessable income are: assessable contributions net capital gains interest dividends rent. A complying superannuation fund that follows the laws and rules...Read More
Picking an investment strategy depends on your life stage, income needs and tax factorsWhen considering a strategy for investing in shares, a good question to consider is do you prefer generating steady income, or pursuing long-term growth? Your answer will more than likely determine whether you focus on dividends or growth, two different approaches that...Read More
Downsizing your home
July 27, 2026Retirement Planning
Downsizing at a glanceDownsizing your home can reduce the size of your mortgage and ongoing running costs in some situations, but buying and selling costs can add up. Your equity and loan to value ratio (LVR) can affect your next loan options and costs, including whether lenders mortgage insurance (LMI) applies. If you’re 55 or...Read More
Spot the warning signs of barter credit tax schemes before they cost you. This tax time, it’s important to steer clear of a tax scheme involving ‘barter credits’ – a form of trade credit used in some business networks. Described in TA 2025/3 Arrangements to improperly access deductions for donations of ‘barter credits’, the tax...Read More
Australians scammed out of A$3,000 or less could be able to claim automatic reimbursement from banks, phone companies or tech companies, under a new federal government proposal. Last year, there were 481,523 scam reports in Australia, worth A$2.18 billion, with a median loss of $400, a recent official report found. That was up 7.8% from...Read More
If you’re a temporary resident of Australia, how to claim your superannuation when you leave. Eligibility for Departing Australia superannuation payment (DASP)If you’ve worked in Australia on a temporary visa, you may have accumulated superannuation that has been paid by your employer under the compulsory super guarantee. You may be eligible to have this super...Read More
The Support at Home program was introduced in November 2025 and replaced the Home Care Packages Program and the Short-term Restorative Care Programme. This completely changes how older Australians access in-home care. Additional changes have been introduced since, which means that the Australian Government will fully fund personal care services if you have been assessed...Read More
Even investors who bought at the worst possible moments over 25 years still more than tripled their moneyOne of the most common fears investors face is putting money into the market today, only to see asset prices fall significantly tomorrow. It’s understandable; when headlines are dominated by war, tariffs, inflation risks and AI spending concerns...Read More
Here are some ways to help you get the most out of any retirement savings. Do a retirement budgetWhen you retire, some of the things you spend your money on will change. Having a budget will give you a plan – and control – for your retirement spending. If you’re not sure how to even...Read More