February 2026 Newsletter

Welcome to the February edition of our client newsletter. This month, we’ve curated a selection of timely and practical articles covering important developments in tax, superannuation, and financial planning – all designed to help you stay informed, confident, and in control of your financial affairs.

Click here to download our February Newsletter, where you will find invaluable information regarding:

Changes to the tax treatment of holiday homes

Holiday homes have long been a grey area from a tax perspective. New ATO guidance has tightened the rules around the taxation of holiday rental properties, particularly where owners rent out all or part of a property without running a business. We explain how the updated guidance affects rental income and the deductibility of ownership costs in different situations.

CGT: Buying a new home before selling the old one

If you’ve purchased a new home before selling your existing one, there are important capital gains tax (CGT) implications to consider. The key issue is that under the CGT rules, you generally can’t treat more than one home as fully exempt at the same time. We outline what you need to know.

Permanent incapacity and super – What it means if you’re totally and permanently disabled

If you become totally and permanently disabled (TPD), you may be able to access your super even if you don’t hold TPD insurance within your fund. We explain how the rules work and why understanding them can be crucial when income and financial security are under pressure

Six changes impacting your super in 2026

Superannuation rules continue to evolve, and 2026 is shaping up to bring several important changes. While some updates may only affect a small group, others could impact most people with super. We highlight six key changes worth keeping on your radar

We hope you find this edition informative. As always, if you have any questions or would like tailored advice, please don’t hesitate to get in touch.

Contact us on 03 9597 9966 if you have any questions relating to matters raised in any of our Client Newsletters.