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Diego
Director, Senior Accountant, Mortgage Broker and Financial Planner
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Self Managed Superfund Specialist
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Wealth Management Assistant
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Tax Deductions Under the ATO’s Magnifying Glass
As the 2025 tax season approaches, the Australian Taxation Office (ATO) is sharpening its focus on individual taxpayers, particularly when it comes to deductions. With advanced data analytics and real-time reporting now central to the ATO’s compliance toolkit, the days of unchecked or poorly substantiated claims are numbered. Here’s a closer look at the red flags that could put your tax return under the microscope.

Strategies to Multiply Superannuation Benefits for Couples
Building a comfortable retirement together takes more than just topping up your super each year. Couples who plan together and make the most of the rules can enjoy far greater financial security, and perhaps even a few more luxuries, down the track. Rather than simply aiming to even out your balances, it pays to look at the bigger picture and focus on what’s best for you as a team. In this article, you’ll find a mix of tried-and-true strategies, from straightforward contribution tweaks to more involved approaches, all updated for the latest financial years.

From Dreaming to Doing – Preparing for Your Meeting
You’ve done the hard work—clarified your goals, considered life’s uncertainties, and structured a plan. Now it’s time to take action by walking into your adviser meeting fully prepared with the insights and examples we've covered over the past three weeks.

Anticipate Life Changes – Building Flexible Plans
Life is messy, and your financial plan should be flexible enough to handle it. Career changes, relocations, and unexpected family milestones can all bring significant costs. Instead of aiming for a perfect 10-year plan, focus on one that adapts as life evolves.