Success Accounting Group: Melbourne Chartered Accountant

10/07/2026

2026 Year-End Reflection

As we close out 2026, one thing has become crystal clear: Australia is firmly in the middle of the greatest wealth transfer in our nation’s history.$3.5 to $5.4 trillion is moving from one generation to the next over the coming years — much of it starting right now. For many successful families and business owners, this raises important questions:

Will the wealth be preserved or eroded by tax and poor planning?
Will the family stay united or face unnecessary conflict?
Will the next generation be ready to receive and grow what’s been built?

At Success Accounting Group and Success Wealth, we’ve spent this year helping families answer those questions with confidence.

We combine expert tax structuring, financial planning, and practical legacy strategies — from family trusts and SMSF optimization to business succession planning and next-generation readiness.

Our goal is simple: help you transfer not just wealth, but values, purpose, and success to the next generation. If you’re a business owner, professional, or family thinking about 2027 and beyond, now is the perfect time to start planning properly.

Drop a comment or send me a message — We would be happy to share our free Generational Wealth Transfer Guide and have a confidential chat about your situation.

Wishing you a peaceful end to 2026 and an exciting, well-planned 2027 - Lan Nguyen

Founder, Success Accounting Group & Success Wealth
Melbourne’s Advisor for Successful Intergenerational Wealth Transfer

Success Accounting Group: Melbourne Chartered Accountant

18/02/2026

As we gather to welcome the Year of the Horse, we extend our heartfelt thanks for your partnership and trust over the past year.

May this powerful and vibrant new year bring you renewed energy, bold opportunities, and unstoppable momentum.

The Horse symbolizes strength, progress, and determination. May these qualities guide you to success in every endeavour.

From my Success family to yours, wishing you and your loved one’s health, prosperity, and joyful celebrations.

Here’s to a dynamic and prosperous year ahead!

22/08/2025

Are you ready for a major tax shake-up?

The government is considering:

✅ More tax on big super balances
✅ Cracking down on trusts & capital gains discounts
✅ EV road-user charges
✅ Lower taxes for small businesses
✅ A focus on fairness for younger generations

Treasurer Jim Chalmers says the system needs to change, but is this the right direction?

👍 Yes - Time to modernise.
😡 No - Hands off my super!
💬 Drop your opinion below. 👇

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Chalmers flags super tax changes to fix an 'unfair' system—what it means for your super, EV incentives, and the next generation’s future. Find out here.

23/05/2025

The Australian Labor Government’s proposed Division 296 tax, set to commence on July 1, 2025, will impose an additional 15% tax on superannuation earnings for balances exceeding $3 million, including unrealised capital gains. This policy, part of the Treasury Laws Amendment, has sparked significant debate due to its taxation of unrealised gains and lack of indexation for the $3 million threshold.

The Australian Labor Government’s proposed Division 296 tax, set to commence on July 1, 2025, will impose an additional 15% tax on superannuation earnings

05/05/2025

Millions of Australians are set for a cash boost following Anthony Albanese’s election win, as the new government moves forward with promised cost-of-living relief measures, including increased subsidies, tax cuts, and support payments aimed at easing financial pressure.

Read more:

Australians will receive a financial boost as Anthony Albanese’s new government rolls out cost-of-living relief measures following the election victory.

15/11/2024

At Success Accounting Group, we believe in moving forward while cherishing the journey that has brought us here. It is with mixed emotions that we announce the closure of our Springvale South office, the cornerstone of our story since 2008.

As we consolidate our services to our Mentone and Oakleigh locations, we want to take a moment to reflect on the memories, friendships, and milestones we’ve shared at Springvale South.

For over 15 years, Springvale South has been more than just a place of business. It was where many of you first came through our doors seeking guidance, where countless dreams were nurtured and realised, and where our team poured their passion into helping clients succeed. The conversations, smiles, and accomplishments shared in this office have truly made it a special place that will forever be part of our story.

Our journey at Springvale South has been marked by the fresh spirit of growth and the core values we share with each of you.

From the early days through the many financial years we’ve navigated together, and into a new decade, we have been grateful to build relationships that feel like family. Many of you have trusted us with your goals, and it has been our privilege to be part of your financial journey.

Though we say goodbye to the familiar officeof our Springvale South office, we look forward to welcoming you into our Mentone and Oakleigh locations, where our Springvale team will continue to provide the same dedication and service that has always shared at Success Accounting Group.

Lets welcome the next chapter in our journey together at the follow ing 2 office locations

Get in contact with our Success team:

Mentone office: 3, 135 Lower Dandenong Road, Mentone VIC 3194
Phone: 03 9583 0550 or 0402 063 703

Oakleigh office: 151 Atherton Road, Oakleigh VIC 3166
Phone: 03 8529 5577 or 0402 063 703

Thank you for your continued trust, support, and partnership.

Here’s to many more years of success – together.

26/09/2024

The appeal of doing it yourself is understandable. There is a great feeling that comes with doing something that challenges you, with being resourceful and learning a new skill, but there are some pitfalls to DIY and benefits from getting an expert involved sometimes.

When Not to DIY and Better Hire an Expert? Check out our blog:

When should you not attempt DIY? Explore some pitfalls to do-it-yourself projects and the learn the benefits of getting a professional to do the job.

24/09/2024

Retirement is filled with opportunities and choices. There’s the time to travel more, work on long-delayed personal projects, or volunteer your help to worthwhile causes. And when it comes to financing your new life without a job, you too have a lot of options. A retirement income option refers to the various ways you can draw income from your retirement savings after you stop working. Here are four alternatives to think about.

Retirement is a time of many options and possibilities. Here are some ways where you can draw income from your retirement savings after you stop working.