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Super Tax Reform – A Guide for High-Balance Holders
Follow us on LinkedIn for the latest industry updates and trending news. On October 13, 2025, the ATO announced superannuation tax reforms focused on enhancing the fairness and sustainability of tax concessions. Targeting high-balance accounts with key adjustment rules, the reforms aim to align the superannuation system more closely with its original purpose of "supporting retirement" and are set to take effect on July 1, 2026. Introduction: Who’s Affected? Core premise: Supe
Cecilia
2 days ago2 min read


Superannuation Reforms for Low-Income Earners — LISTO Threshold Increase and Equity Measures
Follow us on LinkedIn for the latest industry updates and trending news. The Australian Government has announced a series of superannuation reforms aimed at strengthening fairness and sustainability within the retirement system. The reforms focus on raising the Low Income Superannuation Tax Offset (LISTO) income threshold and maximum offset, while also improving tax equity for individuals with very high superannuation balances. These measures complement other major initiativ
Joanna Lu
Oct 313 min read


ATO's "Payday Super" Reform in Australia: Compliance Guide for Employers & Employees (Effective July 2026)
Follow us on LinkedIn for the latest industry updates and trending news. Australia’s Taxation Office (ATO) submitted draft legislation for "Payday Super" to Parliament in October 2025, with the reform set to take effect on July 1, 2026. The key goal is to fix long-standing superannuation arrears—ATO data shows A$5.2 billion in super went unpaid on time during the 2024-2025 fiscal year, hurting employees’ retirement savings. The reform adjusts how often and when employers must
海边的茨威格
Oct 243 min read


Cybersecurity threats facing financial advisors/AFS licensees
Follow us on LinkedIn for the latest industry updates and trending news. The Australian Securities and Investment Commission (ASIC) used a 2023 report to warn financial services organizations that cyber security and cyber resilience must be a top priority . Specifically, the regulator said it expected this to include oversight of cyber security risk throughout the organization's supply chain as third-party relationships often provide criminals with easy access to systems and
David Sy
Oct 172 min read
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