Oreon Partners

15/07/2026

Many people facing financial difficulties assume their superannuation will automatically be protected if bankruptcy becomes unavoidable. While that's often true, the reality is more complicated.

The timing of contributions, whether you're receiving a super pension, and even when you withdraw funds can all affect how your super is treated during bankruptcy and understanding these rules before making any financial decisions is critical.

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If bankruptcy is on the horizon, one of the first questions people ask is what happens to their super. The answer turns on timing, the type of contribution, and how you draw on the fund. The general

13/07/2026

A proud moment for Lynette Spry, our Senior Manager and Head of Technical Tax, who recently received her Fellowship certificate from Chartered Accountants Australia and New Zealand (CA ANZ) during a formal presentation by CA ANZ's South Australian representative.

Fellowship is one of the highest professional recognitions awarded by CA ANZ, acknowledging members who have made a significant contribution to the profession through their expertise, leadership and experience.

Congratulations once again, Lynette, on this well-deserved recognition.

09/07/2026

Congratulations to Evan Norton on his promotion to Manager.

This promotion is a well deserved recognition of Evan's hard work, commitment and the contribution he has made to Oreon and our clients.

We wish Evan every success in his new role.

08/07/2026

Planning to retire in your early 60s and access your super while receiving JobSeeker?

There’s a little-known rule that could catch you by surprise. In some situations, the requirements for receiving JobSeeker can conflict with the conditions needed to access your superannuation. As a result, some people may find their retirement savings remain locked away longer than expected. Understanding how Centrelink and superannuation rules work together is essential before making any major retirement decisions.

If you’ve stopped working in your early 60s and are receiving JobSeeker Payment (JSP) while waiting to access your super or the Age Pension, there’s an important rule you need to understand. The con

07/07/2026

Last Friday we wrapped up the financial year with our annual EOFY lunch, held this year at ORSO Kensington. It was a great afternoon spent celebrating the achievements of the past 12 months and recognising the people who make Oreon what it is.

Thank you to our team for another fantastic year!

06/07/2026

We are delighted to announce the promotion of four outstanding team members to Partner, increasing the Oreon Partners leadership team to 10 Partners.

Please join us in congratulating:
> Annabel Johnson
> Desi Daoulas
> Lara Alawattegama
> John O'Brien

Each of these promotions recognises years of dedication to our clients, commitment to excellence, and significant contribution to the continued growth and success of Oreon Partners.

Congratulations! We look forward to seeing them continue to help shape the future of our firm.

02/07/2026

If your business operates through a discretionary trust, the proposed Federal Budget changes could have a significant impact on your future tax planning.

From 1 July 2028, the Government is proposing a minimum 30% tax on discretionary trust income, potentially changing the way trust structures have been used by Australian businesses for decades. If you currently operate through a trust structure, now is the time to understand what these proposals could mean for your business and explore your options.

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Discretionary trusts have been a familiar feature of Australian business life for generations, partly due to their suitability for asset protection and retirement planning, as well as their ability to

29/06/2026

The proposed changes to Capital Gains Tax (CGT) could have a significant impact on investors, property owners, and anyone holding assets that may increase in value over time.

While the current 50% CGT discount isn't disappearing overnight, the rules around how future gains are calculated may look very different from 1 July 2027. There may still be opportunities to plan ahead and make informed decisions before these changes take effect.

Read our latest article to learn how the proposed CGT discount changes could affect your investments and what steps you may want to consider now.

So, what do the Budget changes to the CGT discount mean to you? And what these changes will do is to allow any capital gain accrued up to 1 July 2027 to continue to be entitled to the 50% discount

25/06/2026

Oreon Partner Tom Carr was delighted to join long standing client G & G Tiling Co as they celebrated an outstanding 50 years in business. This is an incredible achievement and reflects the dedication, craftsmanship and strong relationships that have defined the business since day one.

Congratulations to everyone at G & G Tiling Co. We wish you continued success for the next chapter.

25/06/2026

If you own a residential investment property, or you're thinking about buying one, the proposed changes to negative gearing could affect your future tax planning. Understanding what these proposals mean for your situation is important, especially if you're planning to buy, sell, or restructure your investments.
Read the article to learn more, and if you have questions, reach out to our team for personalised advice.

So, what do the Budget changes to negative gearing mean to you if you own a residential investment property? Well, the first thing to note is that the negative gearing changes are “grandfathered” ie.