Taxation Articles

When Treasurer Chalmers called it “the most ambitious Budget in 26 years,” he wasn’t exaggerating. For high net worth individuals and Family Offices, these reforms represent the biggest structural shift in wealth planning since t...

When new tax legislation moves from theory to reality, the real-world impact often differs from the predictions. It’s been six months since Division 296 came into effect, introducing the additional 15% tax on superannuation balances exceedin...

When tax planning becomes business strategy, June 30th stops being a deadline and starts being a target. By Kim Stewart-Smith, CEO & Founder of Stewart & Smith Advisory Every April and May, as our clients progress through their tax plannin...

When tax planning becomes business strategy, June 30th stops being a deadline and starts being a target. By Kim Stewart-Smith, CEO & Founder of Stewart & Smith Advisory Every April and May, as our clients progress through their tax plannin...

By Mark Churchmichael, Head of Tax and Compliance With the Federal Budget now only weeks away, tax reform is once again dominating the conversation. From what’s being reported in recent days, a number of the measures under consideration sit square...

Getting market entry right from day one saves years of expensive corrections. By Kim Stewart-Smith, Founder and CEO, Stewart & Smith Advisory Last month, I received a panicked call from the CFO of a London-based fintech. Six months into their ...

When success creates complexity, structure creates freedom. By Kim Stewart-Smith, CEO & Founder of Stewart & Smith Advisory Six months ago, I sat across from Sarah Morrison at our Mosman office. On the table between us were seventeen diffe...

By Mark Churchmichael, Head of Tax & Compliance The global economic landscape in 2026 is defined by a unique intersection of persistent geopolitical risk, a tighter credit environment, and a pivotal Federal Budget on the horizon. For SMB owner...

What Every Australian SMB Needs to Know for the 2025–26 FBT Year Every year around this time, we sit down with business owners and have a version of the same conversation: “Do I actually have an FBT obligation?” Sometimes the answer is...

For mid-sized family businesses, complexity is often a by-product of success. As you grow, you naturally move from a single entity to a group structure – incorporating family trusts, bucket companies, and separate asset-holding vehicles. How...