investments

Updates to Budget Measures and New Developments

2026-07-14T11:08:19+10:00July 6th, 2026|ATO, Budget, Corporate, General, investments, SMSF, Trusts|

Since the Federal Treasurer handed down the 2026-27 Federal Budget on 12 May 2026 there has been a significant amount of commentary on some of the more controversial proposals, including the decision to replace the CGT discount with an indexation system and impose a 30% minimum tax rate on discretionary trusts. Since our latest

Smarter Investment Structures for Your Child’s Future

2026-06-16T19:48:15+10:00June 16th, 2026|Family, investments|

Investing for your child’s future is a powerful way to give them a financial head start. But as BDHL Advisory Principal Tas Demos explains in his recent conversation with Grady Wulff on Future Funded Bubs, the way those investments are structured can make a significant difference. For parents building an investment portfolio for their

Property, Structures & Long‑Game Thinking: Tas Demos on the Buyers Edge Podcast

2026-04-28T13:16:34+10:00April 28th, 2026|General, investments, Property, SMSF, Super, Superannuation|

In Episode 9 of the Buyers Edge Property podcast, one of our directors, Tas Demos, sits down with host Jason Titus for a grounded, myth‑busting conversation about how everyday Australians can build wealth through property - without getting lost in hype, shortcuts or social‑media “advice”. Tas brings 30 years of accounting, property

Downsizer Contributions and the Main Residence Exemption

2026-02-13T18:33:34+10:00February 26th, 2026|General, investments, News, Super, Superannuation|

When clients sell a long-held family home, they may be able to channel part of the proceeds into superannuation by using the downsizer contribution rules. Basic Eligibility Conditions To qualify, the seller must meet a number of conditions: They must have reached the eligible age of 55 years (at the time of making the

RBA Holds Rates at 3.85%: what this means for your business strategy

2025-08-11T11:43:15+10:00August 12th, 2025|General, investments, News|

In a move that surprised many commentators, the Reserve Bank of Australia (RBA) held the cash rate steady at 3.85% in July. A show of caution over action, amid mixed economic signals. Despite headline inflation easing within the RBA’s target band, concerns over economic fragility and employment softness prompted the central bank to delay

Interest deductions: risks and opportunities

2025-08-07T20:43:33+10:00August 6th, 2025|ATO, General, investments, loans|

This tax season, we’ve seen a surge in questions about whether interest on a loan can be claimed as a tax deduction. It’s a great question as the way interest expenses are treated can significantly affect your overall tax position. However, the rules aren’t always straightforward. Here’s what you need to know. The purpose

Labor’s victory: unpacking the promises and priorities

2025-06-02T20:36:09+10:00June 2nd, 2025|ATO, Budget, General, investments, News, Superannuation|

As the Labor party settle back into their seats having secured a majority in the House of Representatives, we look at the campaign promises and the unfinished business from the last term. Individuals Personal income tax cuts: the 2025-26 federal budget introduced a modest income tax cut for all taxpayers from 1 July 2026

Division 296 Super Tax: What You Need to Know After the Election

2025-05-16T10:49:41+10:00May 19th, 2025|General, investments, Super, Superannuation, wealth|

With the Labor government securing a clear win in the May 2025 federal election, its proposed Division 296 superannuation tax is back in the spotlight. While not yet law, its chances of returning to Parliament have increased — making now the right time to understand what it could mean for you. Current Legislative Status

Market Update

2025-05-04T10:26:52+10:00May 4th, 2025|General, investments, News, wealth|

This quarter has been marked by significant volatility across global share and bond markets, driven by ongoing trade tensions and political instability. This update summarises the key factors influencing market movements, including the impact of reciprocal tariffs, shifts in consumer sentiment, and the evolving economic landscape. Read the latest Market Update from BDHL Wealth.

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