At Strategem Financial Services, we’re committed to keeping you informed about the latest changes that could impact your financial position. Below is a summary of important updates from the Australian Taxation Office (ATO) and recent government changes.

Recent reports of over $1.2 billion in retirement savings lost to collapsed funds have been a sobering reminder for many Australians to take greater care with their superannuation. With more than 12,000 Australians impacted, the importance of vigilance when managing your financial future has never been clearer.

Ponzi schemes have been deceiving investors for over a century, yet they still claim victims today. Named after Charles Ponzi, these fraudulent schemes pay returns to earlier investors using funds from new investors—rather than from genuine profits

At Strategem Financial Services, we’re committed to keeping our clients informed about the latest legislative changes, ATO alerts, and financial updates that could impact your personal or business decisions. Below is a summary of important developments for August 2025.

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!