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Division 296 tax: what high-balance super members need to do now

From 1 July 2026, Division 296 will introduce additional tax on superannuation balances above $3 million. For many Australians, this will be a marginal change. For high-balance super members, it’s something more significant — a shift that could reshape how sup.....

Should You Use a Buy/Sell Agreement in Succession Planning?

Running a business requires a great deal of hard work and sacrifice. Business owners often focus on what they can do to .....

The 5 Pillars of Integrated Business Succession Planning

Entrepreneurs are valued for their ability to start businesses, but another one of their responsibilities is to arrange .....

Wealth, Estate Planning - 4 min read

Important Estate Planning Questions to Ask Yourself

Estate planning may not be the most exciting or pleasant thing to think about. However once you begin, you’ll see that i.....

Super - 3 min read

SMSF Changes – There are new reporting obligations you need to be aware of

There are new reporting obligations for self-managed super funds (SMSFs). This is to support the introduction of the tra.....

Business - 1 min read

Motor Vehicles Data Matching – Are You On The ATO’s Radar?

The ATO have advised they are continuing their data matching program for motor vehicles, by acquiring information for 20.....

Wealth, Super, Growth, Business - 2 min read

The Federal Budget. Our Analysis.

With one eye on the surplus and one eye on the 2019 election, last night’s budget had some expected pre-election treats......

Strategy, Business, CFO - 6 min read

Why Cash is Still King

Do you ever worry that your business will run out of cash before it runs out of profit? This is a big concern for many b.....

Strategy, Growth, Business - 2 min read

Altus Recognised for 3rd Consecutive Year - 2018 Accounting Awards

For the 3rd year running, Altus Financial has been shortlisted to win 4 awards at the 2018 Australian Accounting Awards.

Wealth, Strategy - 4 min read

Tax Planning …Or As We Call It, Annual Planning

Financial surprises can be wonderful (an unexpected bonus!) or they can be terrible (having to budget for unexpected exp.....

A Snapshot of the Australian Economy - by Matt Smith 2018

International Business - 7 min read

Guide to Business Regulations in Australia

When deciding whether or not to move your business to Australia, one of your key considerations should be how business r.....

Wealth, Lending, Refinancing - 4 min read

Refinancing: When Isn't It Worth It?

People use refinancing as a financial strategy in many situations. Homeowners refinance their mortgages to secure lower .....

Wealth, Lending - 4 min read

Time: The Best Asset to Any Property Investor

When you’re young and working on building your career, you may not have the impressive salary you’ll have a decade or tw.....

Could Your Business Benefit from an Outsourced CFO?

Set your business on the right path with this simple guide.

Could Your Business Benefit From an Outsources CFO_Resources

Prospective Business Owner - Succession Checklist

Make sure you’re on the right track with this online checklist.

Business Owner - Succession Checklist_Resources
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