For SMSF members and trustees, a few timely checks now can avoid headaches later and help preserve valuable tax and contribution opportunities.

Revisit the 2026–27 Federal Budget tax reforms to better understand their impact on property investors, business owners and families.

2026–27 Federal Budget Report: Key tax, investment and business changes explained, including negative gearing, CGT reforms, instant asset write-offs, trust tax measures and economic outlook insights.

A well-supported valuation can mean the difference between accessing valuable tax concessions or missing out!

If your total super balance is near (or already above) the thresholds, it is important to contact your financial adviser to arrange tailored modelling.

We take a look at the rise of AI-generated "tax advice” and the costly traps emerging as the ATO cracks down on misinformation.