SerRico Group

01/06/2026

Where there is change there is opportunity

Meeting to discuss how SerRico Accounting can help youhttps://serricoaccounting.au/0412 373 [email protected] us on Social media: https://www.facebook.com/SerRicoGroup/ https://au.linkedin.com/company/serrico https://www.instagram.com/serricogroup/

30/05/2026

Thinking about buying the premises your business operates from? It’s one of the most strategic wealth-building moves a business owner can make — and one that’s often overlooked.

At SerRico Group, we help clients secure commercial property that works twice as hard: supporting their business today while building long-term wealth for the future.

Key advantages of buying your own business premises include:

• You may become the best tenant you’ll ever have — no vacancy risk, no leasing uncertainty, and full control over your space and future plans

• Potential to purchase through your SMSF, allowing earnings to be taxed at concessional rates (generally up to 15% in the accumulation phase), with the possibility of reduced capital gains tax in retirement phase (subject to structure, eligibility, and compliance)

• Ability to align business and investment strategy — your business pays rent, which may support ownership costs such as council rates, insurance, maintenance, and outgoings (subject to lease structure and professional tax advice), while your ownership structure benefits from the income stream

• Turning a major business expense (rent) into a wealth-building asset instead of paying it to a third-party landlord

• Long-term investment security — controlling your premises can help reduce exposure to rental increases, relocations, and lease uncertainty

For many business owners, this isn’t just property — it’s strategy, structure, and long-term wealth creation combined.

If you’re looking to explore whether buying your business premises is right for you, we can help you assess opportunities and develop a tailored acquisition strategy.

https://calendly.com/daniel-serrico/serrico-group-intro-meeting

24/05/2026

18/05/2026

At SerRico Group, we focus on one thing above all else: helping you achieve the goals that matter most to you.

Every financial decision comes with a range of possible outcomes—each with its own benefits, trade-offs, and level of risk. Our role is to help you clearly understand those possibilities, weigh the pros and cons, and then implement practical strategies designed to move you toward your preferred goals.

We don’t just offer advice—we work with you to build a clear path forward, grounded in your goals and reality.

If you’re looking to improve your financial position and want a more structured, informed approach, get in touch with us today.

https://calendly.com/daniel-serrico/serrico-group-intro-meeting

16/05/2026

Budget 2026-27 has been released.
You can access the Budget papers below 👇

14/05/2026

"If Australia is so resource-rich and economically strong, why are we still paying tax—especially when other countries don’t?”

BUT: the United Arab Emirates (UAE) has:
- no personal income tax, Australians pay upto 47%
- GST/VAT of only 5%, Australia's is 10%
- Corporate tax of only 9%, Australian companies pay 25% to 30%

Our resource wealth (iron ore, coal, lithium, gas) is globally significant—but not centrally distributed

Australia has more total resources, more diversified & is a larger economy than the UAE. In total national wealth, Australia is already far richer than the UAE.

The UAE's resource wealth is centralised through the state, the citizens, rather than private sector & industry.

The UAE then channels more resource rent into state-led development and citizen benefits. They provide subsidies to its citizens, ie they actually give money to its citizens rather than take it from them.

There is always a better way, we just need to elect a government to do it!

12/05/2026

📊 2026–27 Budget: CGT Reform Explained

Big changes are coming to Capital Gains Tax from 1 July 2027 — and they’ll reshape how investors are taxed across property and shares.

Here’s the key shift:

• ❌ 50% CGT discount is being phased out for future gains
• 📈 Cost base indexation returns (inflation-adjusted gains)
• ⚖️ Minimum 30% tax on real capital gains introduced
• 🔄 Existing assets get split treatment (pre vs post 1 July 2027 gains)

What it means:

* High-growth assets likely pay more tax
* Low-return assets may benefit from indexation
* Timing strategies (like selling in low-income years) are largely removed
* Shares and property are both affected

📌 Overall: the system moves from “discounting growth” to “taxing real gains more consistently.”


https://calendly.com/daniel-serrico/serrico-group-intro-meeting

12/05/2026

At SerRico Group, we focus on one thing above all else: helping you achieve the goals that matter most to you.

Every financial decision comes with a range of possible outcomes—each with its own benefits, trade-offs, and level of risk. Our role is to help you clearly understand those possibilities, weigh the pros and cons, and then implement practical strategies designed to move you toward your preferred goals.

We don’t just offer advice—we work with you to build a clear path forward, grounded in your goals and reality.

If you’re looking to improve your financial position and want a more structured, informed approach, get in touch with us today:
https://calendly.com/daniel-serrico/serrico-group-intro-meeting

11/05/2026

If you’re thinking about making a financial decision, the smartest step you can take is having the right conversation first.

Most costly financial mistakes don’t come from bad decisions — they come from rushed ones.

Selling assets without a plan.
Reinvesting without clarity.
Making moves based on emotion instead of strategy.

The clients who get the best outcomes do one thing differently:
They pause and seek advice before they act.

Right now, I’m working with individuals who are:
• Selling property and repositioning into higher-performing assets
• Reviewing their investment structures to improve efficiency
• Exploring opportunities in shares, equities, and superannuation
• Wanting clarity on tax outcomes before making a move

Book a time to talk:
https://calendly.com/daniel-serrico/serrico-group-intro-meeting

A short conversation now can make a significant difference to your long-term results.