YOUtax

03/09/2026

18/05/2026

📢 Webinar 1 of our 2026 Financial Wellbeing Program is a wrap — and what a session to open with.

Last week, Emma delivered the first instalment of our 2026 webinar series to employees across our corporate partner network: QBE, Objective, Domain, HireUp, Takeda, Each, Woolworths Group, BUPA, SRG, UniSC, AstraZeneca, NRMA, HubSpot, Ascent Group and our YOUtax community.

The 2026 Federal Budget gave us a lot to unpack — and the room was ready to understand it.
The lead up to budget night, had us preparing for CGT changes affecting property, however the proposed legislation now includes shares and crypto.

Negative gearing has become a complicated topic with certain grandfathering rules.
And from 1 July 2026, we have new tax rates and Pay Day Super already legislated with the only certainty for business was the instant asset write-off for equipment items $20K and under.

The questions were sharp, the conversations were real, and it showed.

This is what the Financial Wellbeing Program is built for: giving people timely, practical knowledge they can actually act on.

👉👉Missed it? The full recording is available here: https://youtax.com.au/youcorporate/events/webinar-1-2026-government-budget-explained/

Webinar 2 is coming — June 10 | What You Need to Know for the 2026 Tax Season (Part 1). Registration details to follow.

04/03/2026

You can catch me speaking at the Accounting and Business Expo at ICC Sydney on Wednesday, 18 March, hosted by Terrapin.

Join me at 1:30 PM in the Tax Theatre, where I’ll be discussing Australian Tax Issues arising from US-based Employee Share Incentives: RSUs, ESPPs, and ESOPs. Your ticket is FREE.

This session is designed for tax advisers and financial planners supporting employees of global tech companies, where Employee Share Schemes (ESS) make up a significant part of salary packages.

I’ll be sharing real-world in-practice challenges and common mistakes I’ve encountered working with employees at companies like HubSpot, Monday.com, Salesforce, Atlassian, and more.

Discussion points:
💡 Key tax implications for RSUs, ESPPs, and ESOPs—and how to effectively communicate these to your clients
💡 Insights into various share platforms and their limitations
💡 Residency issues and critical considerations
💡 Other tax pitfalls that often catch employees off guard

If you’re looking to expand your tax advisory expertise or are a financial planner keen to understand the complexities of employee share incentives, this is a must-attend session.

Register here to attend -https://secure.terrapinn.com/V5/guest-of-speaker/11019/a0AN200000atP5uMAE

18/12/2025

I’ve loved seeing all the year-in-review posts, so here’s our own YOUtax Wrapped for 2025. 🎁
This year brought its fair share of challenges, but with them came steady growth and success. 📈
I’m excited to continue building even stronger relationships with our corporate partners in 2026.
Thank you for trusting us with your team’s financial wellbeing. 🙏
A special thank you to the culture and engagement leads, HR, and communications teams who consistently share our webinars and services from April to October each year—your support means everything. 🥰
And to Carla Salvatori, Natasha Trgo, and Tara Preece, your support has been invaluable. 😍
Finally, to every client who booked time with myself, (Emma), Danni, or Cass, we truly hope you enjoyed our conversations as much as we did. 😄

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