Newsletter August 2025

This month’s newsletter is packed with important updates.

Don’t miss ATO communications!

The ATO now sends most correspondence via myGov only. To help you stay informed, we’ve set up an automated system that alerts you to new ATO correspondence.

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Essential money moves for soon-to-be parents

Expecting a baby? Here are practical tips on budgeting, saving, and planning ahead to help you feel more confident and prepared before your baby arrives.

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New payment options available for our clients

We’re pleased to introduce new, convenient payment options for our clients: Direct Debit and Split Payments.

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The super strategy to spare your kids the dreaded death tax

This article breaks down the super recontribution strategy — a clever way to reduce the tax your adult children might pay on your super when you’re gone.

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Estate planning mistakes that could leave your family in crisis

Estate planning isn’t just about writing a will; it’s about making sure your wishes are clear and your loved ones are protected. Learn some common mistakes and how to avoid them.

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Upcoming events

Join our Golf Day!

We would like to invite you to this year’s BG Private Charity Golf Day, which will be held at the beautiful Green Acres Golf Club on the 10th of November.

Book your spot now