May 2026 Newsletter
Welcome to the May edition of our client newsletter.
This month, we’ve compiled a selection of timely and practical insights across tax, superannuation and financial planning - helping you stay informed, confident, and in control of your financial decisions.
In this edition:
Federal Budget insights: Potential changes to negative gearing and the CGT discount, and what they could mean for investors.
ATO fuel relief support: New payment plans available for businesses impacted by rising fuel costs.
CGT guidance: Key considerations when assets are lost, destroyed, or acquired through options.
SMSF strategies: Why a corporate trustee may be a smarter choice for your super fund.
Super contributions after 67: Understanding the work test and how to qualify for tax deductions.
Retirement planning: A practical guide to the Commonwealth Seniors Health Card and eligibility strategies.
EOFY tax planning: A comprehensive checklist to help reduce tax and prepare before 30 June.
Superannuation checklist: Tips to maximise contributions and benefits before year-end.
General Advice Disclaimer - Any advice included on this website or in this article has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, you should consider whether it’s appropriate to you, in light of your objectives, financial situation or needs.