It’s that time of year when we all look at what last-minute things we can do to maximise tax savings.

The ‘ace in the hole’ of the 2023-24 Federal Budget was the $4.2bn surplus; the first in 15 years driven by a range of factors.

Having a will is not enough — it's essential to review it regularly and update it to reflect any changes in your circumstances or the law.

We took ChatGPT for a spin to test the results. Don't panic; our trial demonstrates that good advice from your accountant is still a must.

We look at the downsizer contribution now that the age has reduced to 55.

The reduced eligibility age to make a downsizer contribution from age 55 is now law.