Newsletter July 2026

This month’s newsletter is packed with important updates.

Budget tax reforms are shifting – here’s what’s changed

See what’s changed since May’s Budget tax announcements

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Comfortable retirement, modest retirement or age pension only – what’s the difference?

Discover what you will need to retire

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The ATO is auditing more clients than ever – are you protected?

Find out how to protect yourself against rising ATO audit activity

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In Brief

PayDay Super

Remember PayDay Super began July 1, fundamentally changing the way you pay superannuation. The new Payday Super system is more demanding from both a cashflow and compliance perspective and requires contributions to be received by employees super funds within 7 calendar or business days after paying wages. For private businesses or anyone engaging contractors, the implications are significant. Are you ready? Speak to your BG Private advisor for support.


Book your complimentary Financial Health Check

New financial year, fresh financial goals. See us for a financial health check and kick off the year on the front foot. With the new financial year officially underway, it’s the perfect time to review your position and set yourself up for success. A lot can change in twelve months. Whether your goals have shifted, your lifestyle has changed, or you simply want to ensure your money is working as hard as possible for you, a proactive review is key.

With a complimentary discussion with one of our trusted financial advisers, we will review your current strategy, identify potential optimisation opportunities and ensure you are on the right track for the FY year ahead. Register your interest at


Celebrating our EOFY milestones

As we close out another year, we’re taking a moment to celebrate the people who make BG Private what it is. This EOFY, we’re marking tenure milestones of up to 15 years across the team, alongside 22 promotions recognising the talent and hard work driving our firm forward. We’re also thrilled to welcome Alex Young as our newest Partner, Audit – a well-deserved achievement and a great addition to our leadership team. These achievements reflect the talent, dedication and growth we’re lucky to have across the team – all helping to shape our client’s futures. We can’t wait to see what the year ahead holds.

See more from our promotions, milestones and EOFY party.

Coming Up

Important lodgement dates

Get ahead of some important ATO tax lodgement dates.

14 August – Lodge PAYG withholding payment summary annual report for:

  • large withholders whose annual withholding is greater than $1 million
  • payers who have no tax agent or BAS agent involved in preparing the report.

28 August – Lodge Taxable Payments Annual Report (TPAR).
Note: The TPAR tells the ATO about payments that are made to contractors for providing services. Some government entities also need to report the grants they have paid in a TPAR.


Audit Shield Protection renewals

All existing Audit Shield Protection clients will soon receive a renewal notice, whilst all other clients will receive a policy offer. The good news? Audit Shield Protection is maintaining its rates from last year through til Aug 2026, so take advantage now.