Welcome to the March edition of our client newsletter. This month, we’ve brought together a range of timely and practical insights across tax, superannuation and financial planning, all designed to help you stay informed, prepared and in control of your financial position.
In this edition:
Payday super checklist for employers: Steps to stay compliant
From 1 July 2026, employers will be required to pay superannuation guarantee (SG) contributions at the same time as salary and wages. This represents a significant shift for many businesses. We outline what the new rules mean and provide a practical checklist to help small employers prepare now.
Commonwealth seniors health card (CSHC): What’s changing from 20 March 2026
The CSHC offers valuable benefits for eligible self-funded retirees, including reduced health costs and cheaper PBS medicines. However, it is income tested, and upcoming increases to deeming rates may impact eligibility. We explain what’s changing and how it could affect you.
Fringe benefits tax (FBT) checklist 2025-26
With the FBT return deadline approaching, we provide a helpful (non-exhaustive) checklist to assist employers in identifying potential FBT liabilities and ensuring compliance.
Bonus reads this month:
Transitioning to retirement
If you’re considering scaling back work while maintaining your lifestyle, a transition to retirement strategy may allow you to access part of your super as an income stream while still working. We explain how it works and key considerations.
The 50% capital gains tax (CGT) discount – changes afoot?
There has been ongoing media discussion about potential changes to the 50% CGT discount. We break down what the concession currently provides and what possible reforms could mean for investors.