2026 Budget
Are Trusts Still Tax Effective After the 2026 Budget?
Are trusts still tax effective after the 2026 Budget? Learn how the new 30% trust tax affects investors, families, and wealth structures.
Insights
Notes on Planning Decisions
Straightforward explanations of the rules, fees, and trade-offs that come up most often — written for people making the decision, not for other advisers.
James’s Notes
Occasional, practical notes on superannuation, retirement and planning decisions. General information only, no product pitches, and you can unsubscribe at any time.
2026 Budget Articles
- 2026 Budget
Are Trusts Still Tax Effective After the 2026 Budget?
Are trusts still tax effective after the 2026 Budget? Learn how the new 30% trust tax affects investors, families, and wealth structures.
- 2026 Budget
Super Balances Over $3 Million: Should High-Net-Worth Australians Rethink Their Strategy?
Learn how the 2026 Budget affects super balances above $3 million and whether high-net-worth Australians should rethink their wealth strategy.
- 2026 Budget
How the New Capital Gains Tax Rules Affect Property Investors
Explore how the 2026 CGT and negative gearing changes affect property investors, after-tax returns, portfolio strategy, and housing demand.
- 2026 Budget
2026 Negative Gearing Changes Explained
Free personal care, more aged care places, dementia funding, and new accommodation deposit rules could affect future care costs and planning.
- 2026 Budget
Shares, ETFs & Crypto: How the 2026 Budget Changes Capital Gains Tax
Learn how the proposed 2026 CGT reforms could affect shares, ETFs, and crypto, including inflation indexation, portfolio rebalancing, and tax outcomes.
- 2026 Budget
SMSF Strategies After the 2026 Australian Federal Budget
Discover how the 2026 Budget affects SMSFs, including CGT, property, trust reforms, diversification opportunities, and super planning strategies.
- 2026 Budget
Positive Gearing vs Negative Gearing After the 2026 Budget
Learn how the 2026 Budget changes the balance between positive and negative gearing, and what the new rules mean for property investors.
- 2026 Budget
How Smart Property Investors May Restructure After the Budget
Explore how property investors may restructure after the 2026 Budget, including trusts, companies, SMSFs, debt strategies, and portfolio diversification.
- 2026 Budget
Why Has the 2026 Budget Triggered So Much Backlash?
The 2026–27 Federal Budget sparks chaos. Discover why new tax overhauls, NDIS cuts, and rushed policy backdowns have triggered a massive political…
- 2026 Budget
Winners and Losers from the 2026 Australian Federal Budget
Workers, first-home buyers, small businesses, and retirees gain support under the 2026 Budget, while property investors and trust users face new…
- 2026 Budget
Regional Property Investment Opportunities After the 2026 Budget
Infrastructure projects, housing investment and better connectivity are creating new opportunities across regional Australia for long-term property…
- 2026 Budget
Micro, Small, Medium, and Large Business Tax Changes in the 2026 Federal Budget
How will the 2026–27 Federal Budget affect your business? Explore the new tiered tax changes, permanent asset incentives, and major compliance overhauls.
