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Federal Budget 26-27
On Tuesday evening 12 May 2026 Treasurer Jim Chalmers handed down the Federal Budget for 2026-27. The Australian Federal Budget 2026-27 seeks to redress issues of intergenerational inequity through the most consequential changes to asset taxation in decades. CPA...
Four Tips to Becoming Financially Literate
By Peter Locandro Now, more than ever, it’s worth investing and becoming financially literate. When someone starts discussing finances or bringing up personal questions around how you handle money, you may not want to share any details of your own. Don’t worry,...
Why Year-End Tax Planning is a Must
By Peter Locandro In Australia, the financial year (also known as the income year) runs from 1 July to 30 June, and your income tax return for that period must reflect all income earned and deductions claimed within those exact dates. This makes the weeks leading up...
Budget Tax Reform on the Agenda
Source: NTAA Voice Magazine With a Federal Budget due next week, we have heard rumours that changes to our taxation legislation are on the way. A recent white paper released on tax reform proposes the following: Reducing the tax on working income by cutting the lowest...
The Green Box Exercise
By Peter Locandro, Financially Sorted CEO As the saying goes there are two certainties in life... death and taxes. So how do we lessen the burden of both on those we leave behind? Unfortunately, through the recent loss of a long-time friend, I was introduced to the...
Update Your Financial Affairs Before It Matters Most
By Peter Locandro, Financially Sorted CEO Picture this: something unexpected happens, and your family is left trying to piece together your finances — your home, your super, your accounts, your intentions. Not because anything went wrong but simply because you didn't...
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