As we begin a new financial year, there are several important updates that individuals, businesses, and SMSFs need to be aware of. Below, we’ve summarised the key changes and deadlines from the ATO and other regulatory bodies that could impact your finances in the 2025–26 income year.

In an age where financial advice is just a swipe away, it’s easier than ever to get caught up in fast tips, bold claims, and “get rich quick” content.

Tax scam season is in full swing—and scammers are becoming more sophisticated by the day.

Retirement is a milestone that many dream of, but turning that dream into reality requires careful planning. Whether retirement feels like a distant goal or it’s just around the corner, having a solid strategy in place is essential for achieving financial freedom and maintaining the lifestyle you want.

So, you want to bring up the “big stuff” with your family—topics like aged care, retirement, and what happens to everything you’ve built down the line. These aren’t exactly go-to topics for family brunch, but with a little preparation (and maybe a sprinkle of humour), they don’t have to be stressful, either!

The holiday season in Melbourne is more than just a time for shopping sprees and festive gatherings; it’s a golden opportunity for businesses to connect with customers, boost revenue, and set the stage for a successful start to the new year.

As we or our loved ones age, navigating the world of aged care can feel overwhelming. From understanding funding options and choosing the right care to managing financial considerations and making long-term plans, it’s a lot to take in.

Share investment scams are on the rise, unsuspecting investors are losing millions to fraudulent schemes. These scams often appear highly convincing, making it difficult to spot the dangers until it’s too late. At Strategem, we take this threat seriously and have implemented stringent security checks to protect our clients and their financial assets.