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Wealth Management Sunshine Coast - HTA

ATOATO UpdatesFBTSMSFTax planningWealth
April 22, 2026

What the New Div 296 Tax Means for Individuals with Large Super Balances

The Better Targeted Superannuation Concessions measure (known as the Division 296 tax) is now law and takes effect from 1 July 2026. For those with large super balances, it’s important…
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SMSFWealth
April 7, 2026

Markets will keep moving. Stay focused on what you’re building.

March was noisy. A second consecutive rate hike, mixed global signals, and an EOFY deadline creeping up faster than most people realise. Here's what matters for your wealth right now.   The RBA means business  The…
Ben Seeger 0
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ATOATO UpdatesFBTTax planning
April 2, 2026

Fuel relief is available. Here’s what you need to know.

We appreciate that the recent increases in fuel and diesel prices are placing real pressure on many businesses, particularly where transport, logistics or machinery are critical to operations. ATO support…
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ATOATO UpdatesFBTTax planning
March 16, 2026

FBT Year End: What Businesses Should Check Before 31 March

The Fringe Benefits Tax (FBT) year ends on 31 March. We’ve outlined the hot spots for employers and employees. FBT updates and problem areas The FBT exemption for electric cars…
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ATOATO UpdatesTax planning
March 10, 2026

Clarity. Confidence. Action.

In the lead-up to International Women’s Day, we sat down with two of our Directors, Elisha Huke and Julie Ramke-Meyer, to talk about leadership, women in business, and what actually…
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SMSFWealth
March 6, 2026

When Markets Get Noisy, Perspective Matters

When global tensions rise, markets tend to react quickly. Headlines become louder, volatility increases, and it’s natural for investors to start wondering what it might mean for their portfolio. Over the…
Ben Seeger 0
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SMSFWealth
February 17, 2026

Markets Are Moving — Here’s What Really Matters

Markets have moved around again this month, but most of the noise doesn’t change what our clients need to focus on. Here’s the short, practical version of what actually matters…
Ben Seeger 0
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ATOATO UpdatesTax planning
January 22, 2026

Smart moves SMEs can make in 2026

There’s a noticeable shift happening in the SME space. The businesses performing well right now aren’t necessarily the loudest, the fastest growing or the most complex. They’re the ones making…
Julie Ramke-Meyer 0
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ATOATO UpdatesTax planning
December 21, 2025

Unlocking Tax Savings: Can Your MBA (or Other Studies) Pay Off at Tax Time?

If you’ve invested in further study, such as an MBA, a leadership course or a postgraduate qualification, you might be wondering if this can help at tax time. For many…
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SMSFWealth
December 3, 2025

Cbus Penalty Case: What It Means for You and Why Retail or SMSF Funds Add Value

The recent penalty imposed on Cbus for delays in paying death and disability benefits has raised important questions about compliance, member protection, and the differences between industry, retail, and SMSF…
Ben Seeger 0
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