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Insights & News

  • Financial Advisory
  • Taxation

May

13

2026

Budget 2026: The Wealth Planning Reset That Changes Everything for Australian HNW Families

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...

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  • Strategic Advisory

May

13

2026

The $50M Succession Mistake: Why Most Australian Family Businesses Fail at Handover

When 70% of family businesses fail to survive to the second generation, succession isn’t just about estate planning – it’s about building the systems and governance that enable sustainable leadership transition. By Kim Stewart-Sm...

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  • Virtual CFO

May

13

2026

The $2,500 Monthly Drain: Why Australian Businesses Are Bleeding Cash and How to Stop It

When 80% of SMBs experience cash flow challenges and one in six loses over $2,500 monthly to late payments, cash flow management isn’t just good practice – it’s business survival. The numbers are stark. Nearly 80% of Australian S...

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  • Growth Strategy
  • Strategic Advisory

May

13

2026

Beyond AI Commoditisation: How Great Australian Agencies Are Redefining Value

In an industry where algorithms can now create ads and buy media, the agencies that survive are those redefining what makes them irreplaceable. The Australian advertising industry is experiencing its most dramatic transformation in decades. While ...

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  • Taxation

May

13

2026

Division 296 Six Months In: What We’re Actually Seeing with Our Clients

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...

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  • Taxation

May

13

2026

The April/May Tax Planning Advantage: Strategic Wealth Optimisation Three Months Ahead

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...

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  • Taxation

May

1

2026

The April/May Tax Planning Advantage: Strategic Wealth Optimisation Three Months Ahead

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...

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  • Growth Strategy
  • Virtual CFO

Apr

28

2026

Your Business Growth is Only as Strong as Your Weakest Hire

Why Type A talent isn’t a luxury – it’s the foundation of scalable business success. By Kim Stewart-Smith, CEO & Founder of Stewart & Smith Advisory Three conversations with clients this week. Three different industries. ...

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  • Virtual CFO

Apr

24

2026

The $12M Question: Why Your Biggest Construction Contract Might Be Your Biggest Mistake

When project revenue grows but job profitability shrinks, you’re not building a business – you’re funding a very expensive construction company. By Kim Stewart-Smith, CEO & Founder of Stewart & Smith Advisory Eight months...

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  • Taxation

Apr

22

2026

Federal Budget 12 May: What the rumoured tax changes could mean for private clients

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...

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