Oreon Partners

01/06/2026

What is the ‘work test’ for claiming a tax deduction for super contributions after 67 and when does it apply?

If you’ve turned 67 and want to top up your super and claim a tax deduction for doing so, there’s one extra hurdle to clear: the work test. It’s a simple requirement, but it catches people out, so it

28/05/2026

The end of the financial year is fast approaching so we want to share some practical things to consider before 30 June to help you tidy up your tax position and potentially reduce your bill.

With the end of the financial year coming up, now’s a great time to get on top of your tax and super. A little planning before 30 June can help you make the most of any opportunities to reduce tax, b

26/05/2026

With Payday Super changes getting closer, businesses that haven’t already done so should be reviewing the practical impact on payroll processes, cash flow and compliance obligations ahead of the 1 July 2026 commencement date.

We’ve prepared a practical summary outlining:
> What’s changing
> What businesses should be reviewing now
> Potential risks and compliance considerations
> Key steps to help prepare ahead of time

Read the article here:

There has already been significant media coverage around Payday Super, and we have previously highlighted these upcoming requirements to clients. With only a month remaining, we have summarised the

26/05/2026

We are aware of an increasing number of clients receiving fake or misleading notices regarding annual company review fees.

These notices are designed to look like official invoices, but in many cases they are not required to be paid and may relate to third-party providers charging unnecessary fees.

A few reminders:
> Don’t assume a notice is an official ASIC invoice
> You do not need to use a third-party provider – company reviews should be completed through ASIC or your accountant
> If Oreon manages these matters for your business, we’ll contact you directly if action is required

If you’re unsure whether a notice requires action, please check before making payment.

25/05/2026

Have you entered into an option agreement to buy or sell a CGT asset, or are you intending to do so? A recent court case looked at the issue of, “When is an asset acquired for CGT purposes when an option is exercised to acquire it.” It’s a complicated matter and one you should understand before moving forward.

There was a recent case before the Federal Court which had to deal with the issue of when is an asset acquired for CGT purposes when an option is exercised to acquire it. Is it at the time the option

21/05/2026

It's always good getting the whole team together, but it was extra special this morning as we gathered for Australia's Biggest Morning Tea in support of Cancer Council Australia

Between the fruit platters, cakes and conversation, it was a nice reminder that taking time to connect as a team can also help support something much bigger. Thanks to everyone who contributed and helped make it a great morning.

20/05/2026

One of the concessions in the capital gains tax is the rollover where a CGT asset, or part of one, is lost or accidentally destroyed. This article discusses the details and conditions which must be met.

The capital gains tax (CGT) rules provide a lot of important concessions where a capital gain arises in unusual or unexpected circumstances. One such concession is the rollover where a CGT asset (or

18/05/2026

Right now, a lot of businesses are dealing with rising costs, changing markets, and the pressure to keep moving forward while doing more with less. During times like these, having the right financial and strategic support can make a real difference.

We work closely with businesses to bring clarity to the numbers, uncover opportunities for growth, and help leaders make confident decisions for the future. Everyday, we hear from people worried about the economy, their businesses, and their personal finances. Strong relationships, like the ones we build with our clients, help devise smart strategies.

15/05/2026

Are you eligible to apply for the ATO temporary fuel response payment plan? Eligible taxpayers who are experiencing difficulties in paying their tax debts due to recent high fuel prices can apply.

Following a government media release on the same day, the ATO on 1 April 2026 announced that eligible taxpayers who are experiencing difficulties in paying their tax debts due to recent high fuel

13/05/2026

Getting the whole Oreon Partners team together in one place at the same time is no small task. Getting people spaced out enough so you can see everyone’s face – and smiling at the same time – is even harder!

But behind every great business is a great team, and we’re lucky to work alongside such a talented group of people every day.

Thanks to everyone who stepped away from client work, meetings, calls and deadlines long enough to make this happen. We think the result was worth it!