Colledges

13/10/2026

01/10/2026

💼 If you’ve spent 20 or 30 years building a successful business, deciding what happens when you eventually step away can come with a surprising number of questions.

Who will take over? Will your children want the business? Could a business partner or senior employee step up? Should you sell? And if you do sell, how do you protect the value you’ve spent decades creating – and how important is that legacy to you?

Succession planning is about answering these questions so that when the time comes for you to leave, you know you’ve made the best decisions for a business that you’ve nurtured and grown for many years.

Head to our website to read our latest article on Succession Planning 👉 or please reach out to one of the Colledges team to arrange a time to meet with us and begin the discussion.

24/09/2026

💙 Navigating aged care can feel overwhelming - especially when you’re trying to make important financial decisions at the same time.

Whether you’re planning ahead for yourself or helping a parent or loved one, understanding the financial implications of aged care can make the process a little easier.

There can be a lot to consider, from your home and other assets to superannuation, income, fees and how different financial decisions may affect the cost of care.

Our guide looks at some of the important financial considerations around aged care planning and why getting advice early can help you make more informed decisions.

Good aged care planning isn’t only about finances. It’s about giving you and your family greater clarity and confidence at an important stage of life.

Head to our website to read our ⭐Guide to Navigating Your Finances for Aged Care Planning⭐ to learn more (link is also below) 👇

11/09/2026

📬 This month’s newsletter brings a fresh selection of practical insights across tax, superannuation, property and financial planning to help you stay informed and make confident financial decisions.

In this edition:
✅ Buying a new home - the tax ins and outs to know
✅ Collectables and Capital Gains Tax - don’t get caught out
✅ The “widow tax” and jointly owned property
✅ Concession cards - are you getting the benefits you’re entitled to?
✅ Claiming work expenses and the new $1,000 standard deduction
✅ Can you and your SMSF co-invest in property?
There are some important changes and useful opportunities to be aware of, so grab a coffee and catch up on what could affect you.
👉 Head to our website to read the September edition of the Colledges Client Newsletter.

25/08/2026

Why is my accountant asking for more information about my identity, business or transactions? Australia's Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) laws have expanded, bringing accountants and other professional service providers into the AML/CTF process. We appreciate your patience and assistance as we work through these new laws at Colledges, and will do our best to make this as straightforward as possible.

For clients, this may mean some additional questions, identity checks or requests for documentation when we provide certain services. Head to our website where we answer the most common questions in our latest blog, including:

✅ Why do I need to verify my identity?
✅ I've been a client for years - why do you need my ID again?
✅ What is a beneficial owner?
✅ Why might you ask where my money has come from?
✅ Is my personal information kept confidential?
✅ Does being asked questions mean I'm considered a high-risk client?

If you have any other questions about these new laws, please reach out to the Colledges team.

10/08/2026

🏡 Are you thinking about renting out your home? Whether you're moving temporarily or turning your current home into an investment property, there are potential tax implications to consider.

Capital Gains Tax (CGT) and negative gearing rules can affect what you can claim and how your property may be treated when you eventually sell.

In our latest article, we look at what homeowners need to know, including:
✅ How CGT may apply when you rent out your home
✅ The main residence exemption and the six-year rule
✅ How negative gearing may affect your tax position
✅ Why good record keeping is important
✅ Why getting advice before you rent can make a difference
A little planning now could save you from an unexpected tax bill later.
Head to our website to read the full article.

22/07/2026

🤝 When you partner with Colledges Accountants + Advisors, you're gaining more than an accountant. You're backed by an experienced team and a trusted network of professionals working together for your success.
📊 With more than 50 years of experience, we've built long-standing relationships with specialists who help our clients achieve the best possible financial outcomes.
Beyond compliance, tax, cashflow and profitability, we can connect you with trusted experts in:
✅ Financial planning
✅ Wealth management
✅ Mortgage, commercial and business finance
✅ Lawyers and legal services
✅ Automotive industry specialists
✅ Digital marketing specialists
✅ Aged care planning
✅ Estate and succession planning
✅ Insurance brokers
✅ Insolvency consultants
✅ Commercial and residential real estate

Our goal is to provide a holistic approach to your business and personal finances, giving you confidence that every aspect of your financial future is supported.

14/07/2026

👨‍👩‍👧‍👦 If you have a family trust, there are two recent major things that have happened that will affect the way they will be taxed in the future. Family trusts can be an effective way to protect assets, distribute income and support long-term financial planning. But with changing tax laws and regulations, it's important to review your trust regularly to ensure it still meets your needs and remains compliant. Head to our website to read our latest blog. 👉

25/06/2026

Head to our website for our latest newsletter, here's what included:

✅ Budget Changes to Negative Gearing: What do the Budget changes to negative gearing mean to you if you own a residential investment property?
✅ Budget changes to CGT discount: What do the Budget changes to CGT discount mean to you?
✅ The new 30% minimum tax on trust income will hit many small businesses hard: As from 1 July 2028, there is to be a radical shift away from the well-established flow-through treatment of the taxable income of discretionary trusts.
✅ Ceased Work and Claiming Jobseeker: What it means for your super.
✅ Super and Bankruptcy: 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.

Any questions, please give the Colledges team a call. 📱😃

18/06/2026

📋 Tax Time 2026 is here - are you ready? We've created a free Tax Time 2026 Checklist to help individuals, investors and business owners get organised before lodging their tax return.

Inside you'll find practical reminders about:
✔ Income and deductions
✔ Working from home expenses
✔ Rental property records
✔ Motor vehicle claims
✔ Business expenses and more

A little preparation now can help make tax time smoother, reduce stress, and ensure you don't miss anything important.

Use our free checklist today and get tax-time ready with Colledges. And please give us a call if have any questions about the 2026 tax year. We're here to help.