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.
Superannuation & SMSF Articles
- Superannuation & SMSF
Ethical & Sustainable Super Funds
2025–26 guide to ethical and sustainable super funds covering ESG and impact options, greenwashing risks, performance, fees, SMSFs, and how to assess funds…
- Superannuation & SMSF
Accessing Your Super (Before & After Retirement)
A 2025–26 guide to accessing super covering conditions of release, preservation age, TTR, pensions, tax on withdrawals, FHSS, and planning steps.
- Superannuation & SMSF
How to Grow Your Super Balance
Practical ways to grow your super balance in Australia. Learn about caps, strategies by age, tax-effective contributions, investments, and reviews. For…
- Superannuation & SMSF
What Is Superannuation & How Does It Work in Australia?
Understand Australian super contributions, tax, investments, access ages, SMSFs, and estate planning. For wealth builders, pre-retirees, and retirees in…
- Superannuation & SMSF
Who Can Give Superannuation Advice?
Discover who can legally give Superannuation advice Australia. Learn about SMSF advisers, financial planners, and trusted support from James Hayes.
