2026 Federal Budget: What It Means for Investors Last night, Treasurer Jim Chalmers handed down the Albanese Government’s fifth Federal Budget. Unlike many budgets that pass quickly from memory, this one contains some of the most significant proposed changes to investment taxation Australia has seen in...
Post-Budget Investing: What the New Rules Could Mean for Shares and Property For many Australians, the Federal Budget raised a practical question: does this change how I should invest? The answer is not as simple as “shares are better” or “property is worse”. The proposed changes may...
Division 296 Tax: What Australians with Larger Super Balances Should Know Superannuation is often one of the most tax-effective ways to save for retirement. But when the rules change, it can be difficult to know whether you need to act, wait, or simply keep an eye...
Your EOFY Super Checklist: What to Do Before 30 June 2026 June 30 has a habit of sneaking up on you. One minute it's the start of the year, the next you're scrambling to make sure your super contributions have cleared and you haven't left money...
Mortgage Pressure Is Rising. Here Are Practical Ways to Respond A higher mortgage repayment rarely arrives on its own. It often lands alongside rising fuel costs, higher grocery bills and a growing sense that the household budget has less room to move than it did a...
When War Hits Markets: What History Tells Us — and What You Should Do Now If you've opened your super statement recently, or glanced at market news over the past few weeks, you've probably felt a familiar unease. Petrol prices are climbing. The news cycle is...
AI at Home: How You Can Save Time and Money If life admin is starting to feel like a second job, you’re not imagining it. Between bills, school notices, meal planning, insurance renewals and endless “where did that receipt go?” moments, the mental load can be...
CGT Discount Changes: What a Cut Could Mean for Investors If you’ve built wealth by holding investments for the long term — whether that’s an investment property, a portfolio of shares, or managed funds — you’ve probably noticed the growing discussion about the capital gains tax...
The Real Cost of Schooling in Australia — and Why Families Need a Plan If you’re feeling like “school costs” have quietly become a second mortgage, you’re not imagining it. Futurity Investment Group’s Cost of Education Index modelling for children starting school in 2026 estimates the total...
Inheriting Wealth: What to Do Next An Australian guide to handling an inheritance across cash, shares and property — including the key tax issues to watch and a practical plan for what to do next. Receiving an inheritance can be emotional and overwhelming. Alongside grief and family...