Insights
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Proposed changes to Australia's discretionary trust tax rules have raised questions for families who have relied on their existing structures for years. Discover what the proposed 30% minimum tax could mean, which exclusions may apply and why reviewing your trust deed, distributions and long-term family plans is important before making structural changes.

Businesses developing new products, improving equipment or testing solutions to technical problems may be undertaking research and development without realising it. Learn about the proposed R&D tax reforms, how eligible activities differ from routine business improvements, and why documenting project costs and experimental work is important.

Australia’s new negative gearing rules introduce important considerations for inherited investment properties and changes in ownership. Learn how qualifying transfers involving deceased spouses, co-owners and relationship breakdowns may retain protected tax treatment, and why historical ownership records matter.

The permanent $20,000 instant asset write-off offers eligible small businesses greater certainty, but it should not drive unnecessary spending. Understand how tax deductions affect cash flow, what eligibility rules matter and how to assess the commercial value of an asset before buying.

The proposed Innovative Business CGT Concession could offer tax benefits for qualifying investments in innovative startups. But founders need to understand the eligibility requirements, document their innovation and plan carefully while the legislation remains subject to change.

Being unable to pay tax does not mean you should stop lodging. Overdue tax lodgments can lead to penalties, default assessments and greater compliance risks, making it important to get your lodgments current before tackling the payment problem.

A proposed trust tax rollover may reduce some federal income tax consequences of restructuring, but changing a trust structure can affect much more than tax. Discover seven important areas family businesses should review before restructuring.

Reducing a PAYG instalment can be appropriate when a business genuinely expects its taxable profit to fall. Learn how the ATO's 85% rule works, what evidence can support a variation and why cash flow problems should not automatically lead to lower instalments.

Australia's proposed Innovative Business CGT Concession could provide a 50% discount on eligible capital gains from qualifying early stage investments. Learn how the proposal could affect investors and why eligibility, investment structure and due diligence still matter.

Proposed Australian trust tax reforms could give some family trusts an election to avoid the proposed 30% minimum tax, but the trade off may be significant. Understand how fixed distributions could affect family flexibility, succession and long term wealth planning.

The proposed 30% minimum tax on discretionary trusts may give affected family businesses another option through a fixed distribution election. But before acting, families should consider stamp duty, flexibility, succession, asset protection and the wider tax and commercial consequences.

Spending more than 183 days overseas does not automatically mean you stop being an Australian tax resident. Learn how the ATO uses passenger movement data and why your family, home, assets, employment and broader circumstances can all matter when determining tax residency.

A rising home loan can create pressure that quietly flows into a family business. Learn how to understand household cash requirements, protect business cash flow and plan sustainable owner payments without compromising tax, debt and working capital obligations.

From the 2026–27 income year, eligible Australian workers may be able to access a standard work related deduction of up to $1,000. But it is not a $1,000 refund, and keeping records may still be important when actual work related expenses are higher.

The ATO can receive detailed vehicle transaction data through its motor vehicle registries data matching program. Learn how to keep your vehicle purchase, use and tax treatment consistent and properly documented.

Dynamic PAYG Instalments could change how Australian businesses manage tax payments from 1 July 2027. Discover how more responsive PAYG instalments may improve cash flow and why accurate, up-to-date accounting data will become increasingly important.

Company having a tough year? Your tax loss may now create a cash refund. Australia's reintroduced loss carry-back rules could help eligible companies turn current tax losses into valuable cash flow, while prior tax paid and franking credits remain important considerations.

For many family business owners, tax can feel like an ongoing frustration, but often the issue isn't the tax itself. Tax isn't the problem when it is properly understood, planned for and managed as part of a broader financial strategy. The real challenge arises when tax liabilities come as a surprise, disrupt cash flow or drive poor business decisions. This article explores how proactive tax planning, appropriate structures and better financial visibility can help preserve we

Family trusts are one of Australia's most misunderstood business structures. While many people associate them with tax savings, their real value often lies in asset protection, succession planning, investment ownership and long-term flexibility. Discover how trusts work, the key roles involved, and why reviewing your structure regularly is more important than ever in a changing legislative environment.

Proposed tax reforms could have significant implications for family businesses, investors and long-term asset owners. Understanding potential capital gains tax exposures, succession planning risks and business structure opportunities now may help protect your family's wealth and future financial outcomes.