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How Jordan turned a $9 million balance sheet into a family wealth strategy
Jordan never had a money problem. That was the problem. How a founder and single parent…
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Division 7A in 2026–27: the 8.77% price of borrowing from your own company
The Division 7A benchmark rate is back to 8.77% for 2026–27. What that does to director…
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Division 296 is law. Here’s what has actually changed, and what to decide before June 2027
The super tax on balances above $3 million received royal assent in March 2026 and applies…
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You may already be a wholesale investor. Most people who are don’t know it
Around one in six Australian adults may now meet the wholesale investor tests, up from fewer…
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Moving to Australia with wealth: the investor visa is gone, so get the money side right
Australia closed its investor visas in 2024. Wealthy families still move here every year, but the…
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The business you built is not your retirement plan
Plenty of business owners reach their fifties with a valuable company and very little outside it.…
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What wealth wants: what Australia’s wealthy actually want from an adviser
The research is clear. Wealthy families are spread across too many firms, repeating themselves, and their…
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Division 296 and the quiet recalibration of private wealth
Division 296 hasn’t caused panic among wealthy Australians. It has caused capital re-direction, away from super…
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ATO intensifies scrutiny on income splitting via family trusts: what professionals need to know
The ATO is taking a firmer line on professionals using trusts and companies to split personal…
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Division 296 super tax: government retreats on unrealised gains, but high-balance members still targeted
The government dropped its plan to tax unrealised gains in super, but the revised Division 296…
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