Think your crypto activity flies under the radar? Think again. The Australian Taxation Office now has data-sharing agreements with major crypto exchanges, giving them a clear view of your transactions.

This means common actions you might not think twice about—like swapping one cryptocurrency for another—can trigger a tax bill, even if you never converted back to Australian dollars. Misunderstanding the rules or failing to keep the right records can lead to costly penalties and an ATO review.

Before tax time catches you by surprise, read our essential guide on what the ATO is looking for and the steps you must take to stay compliant.

Receiving an inheritance is a profound moment, often mixing the sadness of loss with the weight of new responsibility. It’s a gift meant to secure your future, but navigating the financial complexities—from taxes to investments—can feel overwhelming. Before you make any big decisions, there is a clear path forward.

Our new guide offers a thoughtful roadmap to help you honour your loved one's legacy while making smart, confident choices for your own financial journey. Learn the crucial first steps to take, and the common mistakes to avoid…

Just won TattsLotto? Amazing! But beyond the thrill, the weight of big decisions can set in – investments, family requests, future plans. Don't let your incredible windfall become overwhelming. Learn how to manage sudden wealth with confidence and turn opportunity into lasting security.

Did you know financial advisers in Australia can deliver around 5.7% in annual value? This includes behavioural coaching, asset allocation, and tax-savvy planning. But the true worth of ongoing advice goes even deeper, especially today.

Our latest article by Lynn Zhao explores why consistent financial guidance is more critical than ever.

Maximise Your Tax Savings Before June 30th!

With the financial year-end rapidly approaching, this essential guide reveals actionable strategies to help you optimise your tax position. Don't miss out on opportunities to potentially reduce your tax bill by acting before June 30th.

A significant change is coming for UK pensions: starting April 2027, they will be included in the UK's Inheritance Tax (IHT) regime.

This article explains the current IHT rules and how this change will affect estate planning, particularly for UK pension holders in Australia.

It discusses the potential for increased tax liability and the option of transferring UK pensions to Australian superannuation to mitigate IHT, while also addressing the complexities and potential tax implications of such transfers.

The UK State Pension is available to eligible individuals residing in Australia. Individuals can potentially increase their pension entitlements by making voluntary National Insurance contributions before April 5th, 2026. Eligibility for the UK State Pension generally requires at least 10 years of qualifying National Insurance contributions.

The advantages of using an adviser to help you manage your money

Should I move my UK pension back to Australia?

Sometimes the value that we provide as independent financial planners is tangible - we can specifically point to some tax savings that have been made, some social security that has been gained or some investments that have delivered gains. However, more often than not the value can be intangible.

For a long time, the media, super funds and most financial planners have given what was thought to be very sage advice to those about to retire which has focussed primarily on the money.