The Federal Treasurer, Jim Chalmers, has announced significant changes to the government’s proposed $3 million superannuation tax — a move that’s expected to ease concerns among investors, retirees, and tax experts.These adjustments aim to make the system fairer and more sustainable while giving trustees and high-balance super holders more certainty as they plan ahead for […]
As we approach 2026, high-net-worth Australians and SMSF trustees face an evolving landscape of investment opportunities, regulatory changes, and tax challenges. Whether you’re managing an SMSF or building a private portfolio, staying ahead of emerging trends is critical to preserving and growing wealth. Below, we highlight key investment and wealth strategies for 2026, and explain
The Australian SMSF sector is experiencing major change as trustees respond to looming legislation that will impose a 30% tax on super balances above $3 million. With implementation expected from 1 July 2026, many investors are already rethinking their strategies to protect and grow retirement wealth. Shifting SMSF Investment Trends According to the latest SMSF
October 2025 Wealth Insight: SMSFs Shift Investment Strategies Ahead of New Super Tax Read More »
On May 13, 2025, mortgage and refinance rates across Australia and the U.S. saw a small upward shift. According to Zillow data, the average 30-year fixed mortgage rate has risen to 6.76%, while the 15-year fixed has moved to 6.07%. These minor changes may be linked to the recent 90-day pause in trade tariffs between
Mortgage Rates Edge Up: What Homeowners and Investors Should Know Now Read More »
As the Reserve Bank of Australia (RBA) signals potential interest rate cuts, hopeful home buyers are gearing up by securing financing in larger numbers. However, while lower rates will boost buyer sentiment, they may not unleash a massive surge in demand—at least not immediately. Mortgage Applications on the Rise, But No Floodgate of Demand Recent
Affordability vs. Opportunity: Is Now the Right Time to Buy Property? Read More »
Investing in commercial property through a self-managed superannuation fund (SMSF) is an increasingly attractive strategy for those looking to secure stable yields and long-term capital growth. While residential property investment has faced tightening regulations and diminishing returns, commercial real estate remains a lucrative option—particularly for SMSFs in the retirement phase. At Boa & Co. Chartered
‘Follow the Bunnings’: Top Tips for SMSF Property Investors Read More »
The construction and infrastructure industry is the backbone of Australia’s growth, with projects ranging from residential developments to massive infrastructure ventures. For businesses in this sector, access to the right financing is critical to maintaining operations, investing in cutting-edge equipment, and ensuring project success. At Boa & Co. Chartered Accountants, we specialize in providing tailored
Empowering Construction Businesses with Tailored Financing Solutions Read More »
Managing complex investment portfolios can be both an exciting and daunting task. Whether you are a seasoned investor, a high-income professional like a surgeon, engineer, or lawyer, or someone venturing into portfolio diversification for the first time, having a trusted specialist accountant on your team can make all the difference. Specialist accountants bring a wealth
Maximize Your Investments: How Boa & Co. Chartered Accountants Can Help Read More »
As we approach the holiday season, Australians are gearing up for festive shopping sprees. Unfortunately, while many are looking forward to securing great deals during events like Black Friday, scammers are just as eager to cash in on unsuspecting shoppers. According to the ACCC, Australia saw an all-time high in scam-related losses in 2023, amounting
Season of Giving or Scamming? BOA & Co.’s Guide to Avoid Holiday Ripoffs Read More »
In today’s ever-evolving financial landscape, stories of individuals who break away from the norm to create impactful change are both inspiring and essential. Tim Buskens, the CEO and founding director of Hope Housing, is one such individual. His journey, spanning over 25 years in financial services across both the private and public sectors, is a
Innovating Hope in Housing: Tim Buskens’ Journey from Finance to Social Impact Read More »