McKitterick Chartered Accountants

25/05/2026

Many people assume that once a Will is in place, everything will automatically flow according to their wishes.

In reality, superannuation, family trusts, companies and other structures often sit outside your Will — and without proper planning, this can create unintended outcomes for families.

With the recent announcements and increasing discussion around taxation, superannuation and wealth transfer, understanding how these structures work together is becoming more important than ever.

This Wednesday, I’ll be joined by Grant Abbott for a FREE webinar discussing:

• Estate & succession planning
• Asset protection
• Superannuation and control structures
• Family trusts and long-term wealth planning
• Practical tax and succession considerations for families and business owners

This session is designed to provide practical and educational insights for business owners, investors and families wanting to better understand how to protect and transition wealth across generations.

Family members and friends are also very welcome to attend.

Registrations are essential via the link below:

Building wealth is one thing—protecting it, controlling it, and ensuring it stays within the right family bloodline is essential. Join Grant Abbott, hosted by Brooke McKitterick of McKitterick Chartered Accountants, for a practical webinar on how family wealth protection strategies work together.....

24/05/2026

Many people assume that once a Will is in place, everything will automatically flow according to their wishes.

In reality, superannuation, family trusts, companies and other structures often sit outside your Will — and without proper planning, this can create unintended outcomes for families.

With the recent 2026 Federal Budget announcements and increasing discussion around taxation, superannuation and wealth transfer, understanding how these structures work together is becoming more important than ever.

This Wednesday, I’ll be joined by Grant Abbott for a FREE webinar discussing:

• Estate & succession planning
• Asset protection
• Superannuation and control structures
• Family trusts and long-term wealth planning
• Practical tax and succession considerations for families and business owners

This session is designed to provide practical and educational insights for business owners, investors and families wanting to better understand how to protect and transition wealth across generations.

Family members and friends are also very welcome to attend.

Registrations are essential via the link below:

Building wealth is one thing—protecting it, controlling it, and ensuring it stays within the right family bloodline is essential. Join Grant Abbott, hosted by Brooke McKitterick of McKitterick Chartered Accountants, for a practical webinar on how family wealth protection strategies work together.....

13/05/2026

There’s been a lot of discussion following the recent Federal Budget announcements, and understandably many business owners are wondering how the proposed changes may affect them.

At this stage, it’s important to remember that many of the announcements are still only proposals — they are not yet law, and several may not take effect for 1–3 years (if passed in their current form at all).

The main takeaway right now is not to panic or rush into decisions based on early headlines. Over the coming weeks and months, more detail and clarification will become available, which will allow advisers and businesses to properly assess the real impact.

For now, the focus should remain on finishing out the current financial year and allowing time for the legislation and technical details to develop before making any major decisions.

As more information becomes available, we’ll continue reviewing the changes and communicating any important updates relevant to our clients.

11/05/2026

A timely reminder for everyone to be extra cautious when it comes to your superannuation and investment opportunities.

We are seeing more reports of Australians being targeted through social media ads, cold calls, “free super health checks” and investment schemes promising unrealistic returns. Unfortunately, many of these schemes are designed to move people into high-risk or fraudulent investments.

Your super is often one of your largest long-term assets — and once money is lost to scams or inappropriate investments, it can be extremely difficult to recover.

Some important reminders:
• Be cautious of unsolicited calls, messages or social media ads about your super
• Never feel pressured to make quick decisions
• Always check that advisers and investment providers are properly licensed
• If an investment opportunity sounds “too good to be true”, it usually is

ASIC and the ATO have both recently issued warnings about increasing scam activity targeting Australians’ retirement savings, particularly through online advertising and AI-generated promotions.

Before making any major changes to your super or investments, take the time to seek independent professional advice.

Worth a read 👇

Ron Binneveld said the $600,000 he lost is all of his savings from the last 36 years of working life.