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 […]
Sydney businesses face not just inflation and rising wages—but also increasingly complex tax pressures. Between the frozen payroll tax threshold set by NSW and upcoming reforms around superannuation payments, there are several regulatory shifts that corporate leaders, medical practices, and high-earning professionals must understand to avoid unexpected liabilities. What’s Changing • Bracket Creep in NSW
NSW Payroll Tax Bracket Creep & Unpaid Super Reforms: Key Impacts for Sydney Businesses Read More »
As 2025 winds down, many Sydney businesses are turning their attention to the 2026 end of financial year (EOFY). With evolving tax rules, stricter reporting requirements, and increased scrutiny from the ATO and state revenue authorities, preparing early has never been more important. In this blog, we highlight the key areas every Sydney business should
Preparing for 2026 EOFY Compliance: A Roadmap for Sydney Businesses Read More »
Senior executives and corporate leaders in Sydney often focus on driving business growth and shareholder value—yet their personal and professional financial strategies can be just as complex as the companies they lead.High-income earners face unique challenges, including complex tax obligations, investment decisions, retirement planning, and compliance with ever-changing regulations. With 2025 well underway, it’s essential
Financial Planning for Sydney’s Senior Executives: Expert Guidance from Boa & Co. Read More »
Running a successful medical or health practice in Australia comes with unique challenges. Beyond delivering high-quality patient care, doctors, dentists, allied health professionals, and medical practice owners face complex tax, compliance, and financial management obligations. With 2025 well underway, now is the time for medical and health professionals to get ahead—whether you’re aiming to optimise
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 »
A new report from the Household, Income and Labour Dynamics in Australia (HILDA) Survey has revealed a significant milestone in the nation’s tax landscape: Australians are paying a higher share of their income in tax than at any point in the past two decades. In the 2022–23 financial year, households paid an average of 11.7%
October 2025 Tax Insight: Australians Paying More in Tax Than in Decades Read More »
As 2025 draws to a close, Australian businesses face a rapidly evolving landscape of tax rules, compliance obligations, and reporting expectations. The end of a financial year is not just about closing the books; it’s about positioning your business for success in the new year. With significant regulatory shifts on the horizon for 2026, business
Preparing for 2026: Key Tax and Compliance Considerations for Australian Businesses Read More »
Managing payroll tax in New South Wales (NSW) can be one of the most challenging compliance areas for growing businesses. With new payroll tax thresholds, enhanced digital reporting requirements, and closer collaboration between the ATO and NSW Revenue, staying compliant in 2025 is more important than ever. Key NSW Payroll Tax Updates in 2025 1.
NSW Payroll Tax 2025: Key Updates & Compliance Guide for Businesses Read More »
As the 2025 financial year draws to a close, small businesses across Sydney and Australia are facing a busy and important tax season. With the ATO sharpening its compliance focus and new reporting obligations emerging, business owners must act early to stay compliant, reduce risks, and make the most of available deductions. In this article,
EOFY 2025 Tax Tips for Australian Small Businesses – Stay Compliant and Maximise Returns Read More »