Tax Planning

The End of an Era for Negative Gearing?

Property, Reflection, Tax Planning / March 10, 2026
For decades, negative gearing and the capital gains tax (CGT) discount have shaped the way Australians invest in property. Recently, with the Federal Government reviewing these policies ahead of the May 2026 budget, we could be looking at significant reform. In this article, we examine the proposed changes, including caps on investment property deductions and reductions to the CGT discount, while exploring the competing arguments from both sides of the housing debate. Whether you are saving for your first home or managing a rental portfolio, read on to find out what these potential tax shifts could mean for you and why they are happening.

Tax Time! Don’t Forget Your Investment Income

Investment, Reflection, Tax Planning / October 20, 2025
With the 31 October deadline approaching, it’s a great time to ensure your tax return is complete, particularly if you have investment earnings. While your salary details usually pre-fill, the responsibility for accurately reporting income from assets like rental properties, shares, and cryptocurrency rests solely with you, and the ATO is actively using its advanced data-matching capabilities to check this information. This article walks you through some of the most common types of investment income that people sometimes forget to include

Common Financial Mistakes to Avoid During Divorce

Financial Planning, Legal, Reflection, Tax Planning / July 8, 2024
Divorce is often an emotionally charged and challenging experience that can have far-reaching consequences on your financial well-being. While it's natural to feel overwhelmed during this difficult time, it's crucial to approach financial decisions with clarity and foresight. In this article we discuss some of the most common financial mistakes people make during divorce and how to avoid them.

Plan Ahead of the Stage 3 Tax Cuts

Reflection, Tax Planning / March 4, 2024
With the Stage 3 Tax Cuts just around the corner, now's the time to start thinking about what these changes mean for you. Whether you're running your own business or managing your household budget, understanding these tax adjustments could make a big difference to your finances. From paying less tax to finding new ways to save and invest, these changes are designed to make things a bit easier for many of us. Let's dive into how you can prepare and make the most of the opportunities these tax cuts are bringing to the table.

What’s all this about Stage 3 Tax Changes?

Reflection, Tax Planning / February 9, 2024
Unless you have been hiding somewhere, you will have seen and heard a lot about the changes to the ‘stage 3 tax cuts’ that the Commonwealth recently announced. Two thirds of people support the changes. So, what are they?

General Advice Warning

All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial, legal, credit and/or taxation advice prior to acting on this information.

Need independent financial advice?

Contact Jane Clark to schedule an appointment.
Get in touch

Useful Links

Financial Services Guide
Disclaimer
Scroll to Top