Oreon Partners

22/10/2026

As part of our ongoing team building program, we enjoyed an afternoon of lawn bowls at Adelaide Bowling Club yesterday, taking the opportunity to catch up with colleagues outside the office and enjoy some friendly competition - in some beautiful sunshine!

Congratulations to our winning team of Jarrad Dunn, Kimberley Ross and Anthony Rugari, who took out the top prize. And a special mention to Erin Parkyn and Rebecca Rodighiero for winning the losers’ bracket!

A great afternoon with a great bunch of people!

20/10/2026

With new restrictions on SMSF borrowing to buy residential property, co-ownership may be an option for some funds.

An SMSF and a member can own an investment property together, but the rules around expenses, rent, personal use and future transactions are strict. Getting the proportions wrong can also have significant tax and compliance consequences.

Our latest article looks at how these arrangements work and some of the traps to be aware of.

Since 10 August 2026, SMSFs can no longer use a Limited Recourse Borrowing Arrangement (LRBA) to acquire residential property. Existing arrangements are grandfathered, and borrowing to acquire

18/10/2026

It was an exhilarating weekend for Oreon Partner Chris Gebhardt (pictured right), who took part in the 2026 Shannons Adelaide Rally alongside long-time client and friend Roger Follett of Lake Breeze Wines (pictured left).

The pair took on the Adelaide Hills in a Porsche GT3 RS for three days of fantastic motorsport.

12/10/2026

Work-related deductions are getting simpler for many taxpayers. From the 2026-27 income year, eligible employees can receive a standard deduction of up to $1,000 for work-related expenses. But if your expenses exceed that amount, the usual record-keeping requirements still apply and you’ll need to substantiate the full claim.

Our latest article explains how the new deduction works and looks at some common areas where people can get caught out.

Everyone loves a work-related deduction. From the 2026-27 income year there is a standard deduction of up to $1,000 for work-related expenses, and it applies automatically. This will simplify things

06/10/2026

Could you be missing out on valuable concessions?

Several eligibility rates and thresholds for government concession cards change from 20 September 2026. Depending on the card you qualify for, benefits can include cheaper prescriptions, healthcare savings and discounts on utilities, transport and other everyday expenses.

Our latest article looks at the different cards, the updated thresholds and what’s available at both federal and state level.

Government concession cards, including the Commonwealth Seniors Health Card, Pensioner Concession Card, Health Care Card and state-based Seniors Cards, can save you a lot. They cut the cost of

29/09/2026

You may have heard the term “widow tax” following the recent Budget changes to negative gearing.

The issue relates to jointly owned investment properties and what happens when one owner dies and their interest automatically passes to the surviving owner.

The government has now amended the law to address the negative gearing problem, but jointly owned property can still raise some complicated CGT questions. Our latest article explains what property owners should know.

There has been a lot of talk in the media about the government’s new “widow tax” following the Budget brought down earlier in the year. By way of background the Budget saw the abolition of negat

25/09/2026

Some of the Oreon team stepped away from the office yesterday for a different kind of session with longstanding Oreon client Peter Karounos and his colleague Brady Poerio.

Peter, a Brazilian Jiu Jitsu Black Belt, strategist, coach and mentor, and Brady, a Brazilian Jiu Jitsu Purple Belt and personal trainer, took the team through practical self-defence and wellness training. They also explored how some of the principles of Jiu Jitsu translate into corporate life. From staying calm under pressure to managing stress and responding thoughtfully when things don’t go to plan, there was plenty to take back to the workplace.

Lara Alawattegama and Jess Telford have worked with Peter for several years, so it was great to turn the tables and have him sharing his expertise with them for a change.

Thanks Peter and Brady for a very different – and very worthwhile – team building session!

22/09/2026

Capital Gains Tax isn’t limited to property and shares. It can also apply to collectables such as artwork, jewellery, antiques, rare books and coins.

The rules for these items are different, particularly when it comes to capital losses, and the recent CGT reforms will bring further changes from 1 July 2027. If you own, inherit or sell valuable collectables, it’s worth understanding the tax implications.

Read the full article for more.

Capital gains tax does not just apply to “big ticket” items such as real estate, farms and shareholdings. It also applies to a special class of assets known as “personal use assets”, and in particu

18/09/2026

Buying a new home? There’s more to consider than the purchase price.

With inspections, finance and moving plans to organise, tax can easily slip down the list. But understanding the capital gains tax implications early can help you avoid surprises later.

Our latest article looks at some key tax considerations for first home buyers and those making their next move.

Read the article or speak to the Oreon team about your plans:

With house prices falling in some major capital cities, you may be looking to buy a home – either as a first home buyer or otherwise. In this case, there are a few important Capital Gains Tax (CGT) m

10/09/2026

Today we came together for a morning tea to mark R U OK? Day - an important reminder to check in with the people around us. We also took the opportunity to learn more about the Employee Assistance Program, which is available to all Oreon team members and their immediate families. The program provides access to confidential counselling and support when it’s needed.