Thought leadership from Fitzpatricks

By Colin Lewis, Head of Strategic Advice, Fitzpatricks Advice Partners January 2025 Here are 10 things that you need to know about the … 10 things you need to know about Division 296 Tax

Can you believe we’re halfway through the financial year? Instead of a mad rush at tax time in June, consider using some holiday downtime now to take stock of where you’re at financially and plan for the remainder of 2025-26.

By Colin Lewis, Head of Strategic Advice, Fitzpatricks Advice Partners December 2025 Australians love property but getting onto the property ladder is so … Help to Buy Scheme – Federal Government’s shared equity scheme

By Colin Lewis, Head of Strategic Advice, Fitzpatricks Advice Partners November 2025 If you suffer a debilitating illness or injury that impacts your … A guide to understanding TPD benefits from super

By Colin Lewis, Head of Strategic Advice, Fitzpatricks Advice Partners October 2025 Your superannuation is your money, and you need to treat it … Super death benefit nominations

By Colin Lewis, Head of Strategic Advice, Fitzpatricks Advice Partners September 2025 If you sell a property resulting in surplus cash to invest, … Super strategies when selling a property

By Colin Lewis, Head of Strategic Advice, Fitzpatricks Advice Partners August 2025 There’s a lot of commentary circulating about the government’s proposed new … Be careful of misinformation about the government’s proposed new super tax

By Colin Lewis, Head of Strategic Advice, Fitzpatricks Advice Partners July 2025 With the new financial year underway, now’s an ideal time to … Planning for 2025-26

The passing of Division 296 – the tax which the government still says only affects 0.5 per cent of the Australian population – now seems a matter of when, not if.