From Hock & Susan: The 2026 Federal Budget has proposed significant changes to investment taxation, including reforms to negative gearing and capital gains tax (CGT). Investors will be the biggest losers from this 2026 Budget. While the Budget is yet to be legislated, the proposed changes highlight the importance of reviewing long-term investment and tax strategies ahead of the planned 1 July 2027 and 2028 tax changes. We suggest clients review existing strategies well befo

Source: AMP Oliver Insights (2025) From Hock & Susan: The recent Australian Budget reflects an election-driven focus, blending modest new measures with existing commitments. A standout is the tax cut reducing the bottom bracket from 16% to 14% by July 2027, aimed at easing cost-of-living pressures. Key spending includes $7.9 billion to enhance bulk billing (largely in later years), a $1.8 billion extension of electricity subsidies through 2025, and moderate, back-ended infras

From Hock & Susan: As the holiday season approaches, we wish to inform you that our office will be closed from Monday, 23 December 2024 to Sunday, 5 January 2025. We will reopen and resume normal business hours on Monday, 6 January 2025. During this time, our team will have limited ability to respond to inquiries or manage any ongoing work. If you have any urgent matters, we encourage you to reach out to us before the shutdown period to ensure we can assist you in a timely ma

From Hock & Susan: The 2024 federal budget has been touted as a cost-of-living focused budget, with a range of measures aimed at providing relief to individuals and households. However, the energy bill relief announcement has sparked controversy due to its universal nature, with critics labeling it a pre-election sweetener. While the tax cuts and budget's measures, including capping pharmaceutical costs, freezing the Centrelink deeming rate, increasing rental assistance, capp

From Hock & Susan: As we embark on this new calendar year, we are pleased to extend our heartfelt gratitude for your unwavering support throughout the past year. Your trust and collaboration have been instrumental in our shared success, and we are truly thankful for the opportunity to continue navigating the financial landscape together in 2024. Reflecting on the past year, 2023 proved to be a robust period for investors, with both shares and bonds rallying amidst falling i