Super Tax Shake-Up: Big Balances Beware

Super Tax Shake-Up: Big Balances Beware

If your super balance is comfortably below $3 million, you can probably relax – the proposed changes to the super rules shouldn’t adversely affect you (yet). But if your super is nudging that level, or if you’re clearly over, the Treasurer’s latest announcement...
Trust Resolutions – Why Timing and Evidence Matter

Trust Resolutions – Why Timing and Evidence Matter

A recent decision of the Administrative Review Tribunal (Goldenville Family Trust v Commissioner of Taxation [2025]) highlights the importance of documentation and evidence when it comes to tax planning and the consequences of not getting this right. The case involved...