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The Government has proposed a series of changes aimed at strengthening protections for super members, including tighter rules for advice fees, trustee penalties and new SMSF requirements.

Super can already be accessed in limited circumstances to prevent the forced sale of your home, but strict eligibility rules, limits and documentation requirements apply.

If you have retirement savings in an overseas fund, the timing and structure of a transfer to Australia can affect both the tax outcome and your super contribution caps.

A recent Federal Court decision highlights how someone can live overseas for years and still remain an Australian resident for tax purposes depending on their circumstances.

The new CGT rules from 1 July 2027 may make a market valuation important for some homeowners, particularly where a home has been used to produce assessable income.

The ATO is increasingly combining AI, quality data and analytics to identify income, analyse deductions and improve data matching across a wide range of taxpayer information.

Capital gains tax can apply to collectables such as artwork, jewellery, antiques, rare books and stamps, with special rules for gains, losses and inherited items.

Recent changes to negative gearing raised concerns for jointly owned rental properties passing by survivorship. The law has now been amended, but the CGT treatment of jointly owned property remains important.

Buying a new home can trigger important CGT considerations, particularly if there is a delay moving in, an overlap between homes, or the property is rented before becoming your main residence.

Government concession cards can reduce the cost of medicines, healthcare, transport and utilities. Several eligibility rates and thresholds change from 20 September 2026.