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Investing Growth vs Income

February 20, 2026
When it comes to investing, there is no single “right” approach.  Some investors are focused on growing their wealth for…
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Six changes impacting your super in 2026

January 29, 2026
Superannuation rules are constantly evolving, and 2026 is shaping up to be another year of meaningful change.  Some updates will…
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Forgiveness of a debt – What are the tax consequences

January 29, 2026
When you forgive a debt, this may trigger Capital Gains Tax (CGT).  Because the debt owed to you is a…
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Change to the tax treatment of holiday homes

January 29, 2026
Recognising the surge in short‑term property rentals, the ATO has withdrawn a 40‑year‑old ruling and issued a new draft Taxation…
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Buying a new home before selling the old

January 29, 2026
When you purchase a new home before you sold your existing home, there are important Capital Tax (CGT) implications to…
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Understanding aged care fees

October 9, 2025
Are you finding it difficult to navigate and understand what aged care fees apply?  We are here to help. There…
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SMSFs hit $1 trillion – what the latest ATO statistics mean for you

September 30, 2025
Australia’s love affair with SMSFs shows no sign of slowing down.  The Australian Taxation Office (ATO) has released its June…
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Protecting your super from scams

September 30, 2025
With more than $4 trillion in superannuation, it’s no surprise scammers see it as a goldmine.  ASIC has warned Australians…
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GDA Newsletter 2025

September 29, 2025
Contents: GDA Group update, GDA Sponsorship of the arts, Security, client portal, Stuck in the middle - generation sandwich, What…
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What happens if you don’t have a valid will

September 1, 2025
When someone passes away without a valid will, this is known as intestacy.  In this situation, the law in each…
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