For many Australian family business owners, the business is more than an asset. It is often the result of decades of sacrifice, risk-taking, long hours and personal identity. It may…
The start of a new financial year always brings changes to tax, superannuation, wages, business deductions and retirement planning thresholds. While some of the 1 July changes will provide modest…
For many retirees, superannuation is no longer just a retirement income vehicle. It is also one of the largest assets they may leave behind to the next generation. This creates…
Positioning portfolios for a higher-rate, higher-inflation environment Cadre Capital Partners held its monthly Investment Committee meeting to review the global macroeconomic backdrop, portfolio positioning, sector exposures and emerging investment themes.…
The Federal Government has begun introducing legislation to enact a number of tax changes announced in the May Federal Budget. The first bills introduced into Parliament cover proposed changes to…
At our recent Investment Committee meeting, we reviewed the current global investment environment, including economic conditions, market valuations, inflation risks, interest rates, geopolitical developments and portfolio positioning. While investment markets…
The Federal Government has announced a proposed 30% minimum tax on discretionary trust income as part of the 2026 to 2027 Federal Budget reforms. The proposed start date is 1…
The Federal Government’s proposed crackdown on discretionary family trusts could create a far more severe tax outcome than many business owners, investors and family groups first expected. Initial post-budget analysis…
The federal government is expected to consider changes to the way capital gains are taxed in Australia, with one option being a return to the pre 1999 method of adjusting…
Division 293 tax remains one of the most relevant and often misunderstood aspects of the superannuation system for high income earners. While the headline rule is simple, the practical application,…