

October 2025 Practice Update — Key Insights for Individuals and Businesses
As we move through the final quarter of 2025, the Australian Taxation Office (ATO) continues to refine its focus on compliance and accurate reporting. This month’s update highlights several important reminders for both individuals and business owners.

5 Key Things to Know About the New Aged Care Fees
Big changes are coming to aged care from 1 November 2025.
These reforms aim to create a fairer and more sustainable system, but they also add complexity—particularly around understanding fees and making the right financial decisions.

The Benefits of Working with an Insurance Specialist
Insurance is more than just a policy—it’s peace of mind. Yet, many Australians remain underinsured or unsure whether their cover truly protects them. With life’s uncertainties, the difference between being properly protected and being left vulnerable often comes down to the guidance of an insurance specialist.

Case Study: Strategic Insurance Advice Saves Client Over $1 Million
Insurance is often seen as a “set and forget” solution—but as this case study shows, the right advice at the right time can make an extraordinary difference to financial security.

September 2025 Practice Update
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.

Protecting Your Super – 5 Ways to Stay Safe from Scams and Poor Investments
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.

Spotting a Ponzi Scheme – How to Protect Your Superannuation
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

August 2025 Practice Update – Key Changes and Insights for Individuals and Businesses
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.

Wrapping Up the Financial Year? Here's Your July Checklist

July 2025 Practice Update: Key Tax & Super Changes You Should Know
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.

Welcome to FY 2025–26 | Reset, Refocus & Realign for a Strong Financial Year

The Risks of Taking Financial Advice from Finfluencers (Think Before You Follow)
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.

Don’t Open Emails Before Your Coffee
Tax scam season is in full swing—and scammers are becoming more sophisticated by the day.

June 2025 Tax Update | What You Need to Know Before EOFY

Are You Maximising Your Super Contributions Before June 30?

Why Your Business Accountant is More Than Just a ‘Numbers Person’

2025–26 Victorian State Budget | Key Highlights

Practice Update: Key Tax and Compliance Insights for May 2025

What the 2025–26 Federal Budget Means for You
