$10 million.

The small business CGT threshold just got a lot bigger.

The government has lifted the small business CGT concession threshold from $2 million to $1- million turnover, covering 98% of all active businesses in Australia. If you are planning to sell your business, this matters.

Finding Purpose in Retirement

Japan's approach to life after work is rooted in the philosophy of ikigai, which offers a profound perspective on retirement that goes beyond financial stability. It challenges us to think about purpose, community, and meaning in new ways.

Backed down.

The testamentary trust carve-out is in.

After months of public pressure, the government has confirmed all discretionary testamentary trusts established for genuine succession purposes will be exempt from the proposed 30% minimum tax. Your estate plan holds.

The Widow Tax

The "widow tax" warning becomes reality 

Aged Care - Plan for Choice

The system changed.

What the current aged care fee arrangements actually mean for your family. The old means-tested care fee has been replaced for new entrants by a hotelling contribution and non-clinical care contribution, and paying a RAD now protects your Age Pension rather than reducing your aged care fee. We walk through a worked example on the RAD/DAP decision.

Value of Planning Ahead - Estate Planning

More than a will. Why your estate plan needs to cover succession tax and speed. Its not just paperwork. 

Into law.

Key definitions leave the minister's desk.

The government has agreed to write critical definitions, including what counts as a new build for CGT and negative gearing, into primary legislation rather than leaving them to ministerial discretion. That is a meaningul win for certainty.

How agentic AI is reshaping bank compliance

SymphonyAI has released a webinar exploring how agentic artificial intelligence is reshaping compliance functions within the banking sector, and why financial institutions that fail to act now risk falling behind.