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Death taxes debunked: What’s changing for estate planning

Key points Australia has no death tax, but proposed ATO rule changes could expose the family home to capital gains tax when held in a testamentary trust without a specified right of occupancy. Estate planning documents may need to explicitly name who has the right to live in the family home, or beneficiaries risk losing […]

When to change your auditor, and how to get the most out of a tender process

Key points Changing auditors can sharpen governance, not just shake things up The right questions to ask before you sign your auditor on for another year A well-run tender process finds the right partner, not just the lowest price A structured, transparent tender process improves outcomes by separating quality from price and assessing day‑to‑day audit […]

The AI readiness gap: why ‘fairly ready’ deserves a closer look

Key points Everyday use of AI tools is a great starting point, but it isn’t the same as being ready to scale Real AI value comes from getting the foundations right: data, systems, governance and people A structured approach to readiness turns scattered experimentation into lasting competitive advantage Australia’s middle market is engaging with AI […]

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