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How a Testamentary Trust Can Protect and Grow Your Family’s Wealth
A testamentary trust isn’t just a clause in your will — it’s a smart wealth-protection structure that can save tax, shield assets, and preserve your legacy for generations. Here’s how it works and why every Australian family with significant assets should consider one.
The journey of Foundr,with Nathan Chan
Nathan Chan is the CEO of Foundr, a global media and educational company that connects millions of people to entrepreneurial advice straight from the experts. In this episode, Nathan shares with us the building of Foundr, from its core motivations all the way to where it is now. He emphasises the importance of genuine connections with audiences and how they can pull a business towards success.
How Successful Business Owners Build Value Not Just Revenue
Most change initiatives don’t fail because of poor planning—they fail because leaders misunderstand what people are truly resisting. These five insights reveal how to lead transformation more humanely, build trust through uncertainty, and turn resistance into resilience.
Understanding Division 296 Proposed Superannuation Tax on Balances Over $3 Million
The Australian Government has confirmed major revisions to the proposed superannuation tax on balances over $3 million. Crucially, the plan now targets realised earnings only, removing the controversial tax on unrealised gains.
The revised two-tier system introduces a 30% effective rate for balances between $3M and $10M, and 40% for amounts above $10M, with both thresholds now indexed to inflation. The new proposed start date is 1 July 2026.
Our Resources
A library of downloadable documents and checklists.
CHECKLIST
2025 Private Client Tax Checklist
Make sure you don’t miss out on any deductions this tax time, with this helpful checklist
CHECKLIST
2025 Year End Business Checklist
Make sure you don’t miss out on any deductions this tax time, with this helpful checklist
BUSINESS STRATEGY
Price Reduction
A calculation to show the increase in sales that is required to compensate for a price discounting policy.
BUSINESS STRATEGY
Price Increase
If you adopt a premium pricing strategy, the table in this resource shows the amount by which your sales would have to decline following a price increase, before the gross profit is reduced below its present level.
CHECKLIST
2024 Rental Property Schedule
Ensure you have all of your documentation in order with this Rental Property Schedule.
CHECKLIST
2025 Self-Managed Super Fund Checklist
Use this checklist to help you manage your fund and meet your SMSF obligations.