Concerned About the Proposed Budget Changes? Let’s Talk.

The recent Federal Budget announcements have sparked significant discussion across the investment and financial planning landscape. Proposed changes to capital gains tax (CGT), negative gearing, discretionary trusts, and broader investment taxation have left many Australians wondering what the future could look like for their wealth and long-term financial plans.

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Jenni Anderson
Crypto Reporting Shake Up: How CARF Will Transform Transparency

The Australian Government has confirmed that it will implement the OECD’s Crypto-Asset Reporting Framework (CARF) from 2027, with the first exchanges of information between tax authorities scheduled for 2028. Announced as part of the 2025-26 Mid-Year Economic and Fiscal Outlook (MYEFO), the move signals a major shift in the way cryptocurrency transactions and holdings will be monitored and reported for tax purposes.

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Jenni Anderson
2026–27 Federal Budget: What It Means for You

Treasurer Jim Chalmers delivered the 2026–27 Federal Budget on 12 May 2026, describing it as one of the most ambitious Budgets in decades. Framed against the global oil shock following conflict in the Middle East and disruption to the Strait of Hormuz, the Budget focuses on easing cost-of-living pressures while introducing major reforms to taxation, housing, and investment structures.

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Jenni Anderson
Market Update - Month Overview (April 2026)

Global markets rebounded strongly in April 2026, driven by resilient earnings and renewed enthusiasm for AI-related investments, despite ongoing geopolitical tensions and persistent inflation pressures. Australian markets posted modest gains but underperformed global peers due to tighter monetary policy and lower technology exposure, while bond yields and the Australian dollar both moved higher.

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Jenni Anderson
Who Gets Your Super? Why Binding Death Benefit Nominations and Reversionary Pensions Matter

When it comes to estate planning, many people assume their Will covers everything. In reality, superannuation sits outside your estate — and without the right structures in place, your benefits may not end up where you expect. Understanding how Binding Death Benefit Nominations (BDBNs), Wills, and reversionary pensions work together is key to ensuring your wishes are carried out.

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Jenni Anderson