Tax time is much easier when you're prepared. Bringing the right information to your appointment helps us complete your tax return efficiently, identify all eligible deductions and ensure nothing is missed.

To help you get the most value from your appointment, here's a checklist of the information and documents you should bring along.

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The property market is starting to shift in buyers’ favour. With more listings, less competition from investors, lower auction success rates and increased discounting, buyers now have greater choice and stronger negotiating power. While quality homes still attract interest, conditions are becoming more balanced for those considering their next move.

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Global markets ended the financial year strongly as easing Middle East tensions and lower oil prices reduced inflation concerns and supported investor confidence. Australian shares posted modest gains but lagged overseas markets, while bond markets rallied and the Australian dollar weakened. Emerging markets continued to benefit from strong demand for AI and semiconductor-related industries.

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Before you can determine whether you're on track, it's important to define what retirement means to you. For some people, retirement means extensive travel, dining out, and pursuing hobbies. For others, it's about spending more time with family, volunteering, or simply enjoying a more relaxed lifestyle. The lifestyle you envision will largely determine how much income you'll need and, therefore, how much you should be saving today.

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The past few weeks and months have seen major developments that affect how trusts are taxed in Australia.

While the technical details are complex, the key message for clients is simple:

• Some tax risks around trust distributions have reduced

• The overall tax advantage of discretionary trusts is expected to reduce significantly from 2028

• The next 1 - 2 years are critical for reviewing and potentially restructuring your arrangements

We explain here what has changed and what it means for you.

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Most leaders rush into the work. It’s natural because we’re passionate, busy and driven by outcomes. The research is clear: connection must come before content if you want to unlock great performance.

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When it comes to growing your wealth, consistency is often more important than timing the market. While many people have good intentions to save and invest regularly, life's expenses and competing priorities can make it difficult to follow through. That's where automation can make a significant difference.

By setting up an investment account and automatically directing a portion of your wages into it each pay cycle, you can build long-term wealth with minimal effort and remove the temptation to spend money that could otherwise be working for your future.

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With just days remaining until the introduction of Payday Super, employers who are still relying on the ATO's Small Business Superannuation Clearing House (SBSCH) should ensure they have made alternative arrangements.

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Australia's property market has shifted. Rising interest rates, affordability pressures, and the federal budget's proposed tax changes have taken the heat out of buyer demand and it's showing up in the numbers.

Sydney, Melbourne, and Canberra are leading the pullback, with prices drifting lower since the start of the year. More listings, longer selling times, and vendors with genuine motivation to negotiate are becoming part of the landscape again.

For buyers who are prepared, that creates a different set of opportunities. Here's what's actually worth paying attention to.

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