News
Changes to how Accounting Practices work with Clients from 1 July 2026
Anti-Money Laundering measures now apply to Accountants
Preparing For End of Financial Year. What Businesses Need to Know
Wage increases, Superannuation payments, asset write offs – changes ahead.
Federal Budget 2026: Key Tax Measures
As expected, this year’s Budget included much speculation around potential tax changes, along with a number of noteworthy announcements.
Division 296 tax legislation passes parliament: What it means for your superannuation
Tax on superannuation balances above $3 million and $10 million. David Maddock explains.
Ask an Adviser: Do estate taxes apply to superannuation?
Estate planning can be complex, particularly when it comes to the tax implications. Our advisers are often asked whether estate taxes apply to superannuation, so we asked Compliance Manager Tammy Tan to weigh in. Firstly, it’s important to note that superannuation benefits do not automatically form part of your estate.
Want more confidence about your retirement? Here’s why a financial plan may be the answer.
Financial services firm Vanguard released their landmark How Australia Retires report recently, exploring Australia’s attitudes to retirement. In the wake of COVID-19, attitudes have shifted in many areas, but finances remain a mainstay concern for Australians across all age groups. According to the report, 50% of working-age Australians want to
How to Create a Robust Financial Plan
Creating a robust financial plan is akin to building a roadmap for your future. Andrew Dunbar from Apt Wealth Partners explains.Creating a robust financial plan is about understanding where you are, deciding where you want to go and then laying down the steps to get you there. And it’s not
Building a Better Retirement with an SMSF. ONLINE Information Session 18 February 2026
Approaching Retirement? This online information session is for YOU!
1st July 2025 Important Tax, Super and other changes
What you need to know. Tax, Superannuation and other changes that impact you from 1st July 2025.
A Double Celebration: Geelong Chamber of Commerce’s 170th Year and Patrick Rowan & Associates’ 50-Year Milestone
A Double Celebration: Geelong Chamber of Commerce’s 170th Year and Patrick Rowan & Associates’ 50-Year Milestone in Geelong and Chamber MembershipIn 1973, a one-man accounting firm was born under the guidance of Patrick Rowan. From these humble beginnings, Patrick Rowan & Associates (PRA) has flourished into a renowned firm, boasting
Ask an Adviser: What is the Downsizer Contribution, and will it impact my Centrelink entitlements?
Australia’s downsizer contribution scheme has gained notable attention as a strategy to boost retirement savings. But what exactly is it, and how does it impact Centrelink payments? We asked Apt Compliance Manager Tammy Tan to weigh in. What is the downsizer contribution? The downsizer contribution is a scheme introduced by