Strategic Wealth Management

Another financial year wrapped up, and I couldn’t be more grateful for the team I get to work with every day. They care deeply — about each other and about our clients — and it shows. We shared a drink and nibblies in the boardroom while I walked everyone through our 3 year plan, then celebrated with our EOFY dinner. Big changes are coming that will affect many of our clients, but we’re prepared and ready to guide them through every step.

In amongst our busy year ended work and keeping updated with all the adhoc tax changes, we took some much needed time out to celebrate birthdays for Seven and Janis yesterday with some sushi and sweet treats.

🧾 EOFY Superannuation Tax Planning

Maximise Your Super Before 30 June As the financial year comes to a close, now is the perfect time to review your superannuation strategy and take advantage of valuable tax-saving opportunities. Acting before 30 June can help boost your retirement savings while reducing your tax bill. Below are the key strategies to consider before EOFY: ✅ 1. Maximise Concessional Contributions…...

🧾 EOFY Superannuation Tax Planning - Strategic Wealth Management Maximise Your Super Before 30 June As the financial year comes to a close, now is the perfect time to review your superannuation strategy and take

Friday is National donut day. I suggested to the team we get them tomorrow as there will be a few people absent from the office on Friday. I got outvoted by those that are not in tomorrow!!

Are your payments working hard enough?

EOFY is almost here. And for most businesses, it's their biggest payment period of the year. ATO bills. Supplier invoices. Payroll. All due before 30 June, and most businesses are earning nothing on any of it. With our partner .com.au, businesses can: ✅ Earn full credit card rewards on every EOFY payment ✅ Stack PayRewards Points on top ✅ Use up to 55 days interest-free to protect…...

https://strategicwealth.com.au/are-your-payments-working-hard-enough/

Are your payments working hard enough? - Strategic Wealth Management EOFY is almost here. And for most businesses, it's their biggest payment period of the year. ATO bills. Supplier invoices. Payroll. All due before 30

Your Payroll Is About to Get a Lot Busier — Here’s How to Get Ready

When Payday Super kicks in on 1 July 2026, it won’t just change when you pay super. It will change how much your payroll system has to do, how often it has to do it, and how little room there is for error. For many small businesses, payroll has been relatively straightforward: process wages each pay cycle, then batch super contributions quarterly....

Your Payroll Is About to Get a Lot Busier — Here’s How to Get Ready - Strategic Wealth Management When Payday Super kicks in on 1 July 2026, it won’t just change when you pay super. It will change how much your payroll system has to do, how often it

The ATO’s Free Super Clearing House Is Closing

What You Need to Do Now If your business uses the ATO’s Small Business Superannuation Clearing House (SBSCH) to process super payments, this is important: the service is shutting down on 1 July 2026, and it’s not coming back. Since 1 October 2025, the SBSCH has already stopped accepting new registrations. Existing users can continue using it until 30 June 2026, but after that date, no new contributions will be processed....

The ATO’s Free Super Clearing House Is Closing - Strategic Wealth Management What You Need to Do Now   If your business uses the ATO’s Small Business Superannuation Clearing House (SBSCH) to process super payments, this is

Federal Budget May 2026

Treasurer Chalmers has used his fifth budget to deliver the most far-reaching changes to Australia's tax system. Discretionary trusts, the Capital Gains Tax (CGT) discount and negative gearing are all in the firing line. Please click on the link below to read the Budget Recap Federal Budget 2026 If you have questions about how this budget affects you please call us 02 9580 3353 to schedule a consultation

Federal Budget May 2026 - Strategic Wealth Management Treasurer Chalmers has used his fifth budget to deliver the most far-reaching changes to Australia's tax system. Discretionary trusts, the Capital Gains

We celebrated 2 birthdays in May..
Happy birthday to Martina and Katie !!
We shared a delicious cake from Queens at Ramsgate. YUM