Accounting & Tax

Managing compliance and aligning your tax position with best practice.

Accounting & Tax

Managing compliance and aligning your tax position with best practice.

The 30% Discretionary Trust Tax: What Are Your Options?

If you’ve heard your advisor mention dividend access shares or fixed trusts since budget night, they’re responding to one thing: the government’s proposal to impose a 30% minimum tax on discretionary trust distributions from 2028. Here’s what those strategies actually involve — and which ones carry more risk than your advisor might be letting on.

New AI Guidance for R&D Tax Incentive Claims

AI projects can qualify for the R&D Tax Incentive, but using AI alone is not enough. New government guidance clarifies how existing R&D rules apply to AI development and highlights the elements needed to support a claim.

2026–27 Federal Budget Key Impacts for Founders, SMEs & Investors

2026–27 Federal Budget: Key Impacts for Founders, SMEs & Investors

Treasurer Jim Chalmers handed down the 2026–27 Federal Budget on 12 May 2026. This budget offers several meaningful measures for founders, small business owners, and investors, including the return of loss carry-backs, a permanent instant asset write-off, and expanded venture capital incentives

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