2020 Financial Services

10/09/2026

https://www.2020financialservices.com.au/2026/09/10/an-update-on-the-proposed-family-trust-changes/

If you have a family trust, proposed tax changes could affect how much flexibility you have from 1 July 2028. The Federal Government has released draft legislation proposing a 30% minimum tax on discretionary trusts from 1 July 2028. The changes are not yet law, but they could have a significant imp...

27/08/2026

https://www.2020financialservices.com.au/2026/08/27/there-is-a-profound-shift-happening-across-australia-right-now-and-it-is-quietly-playing-out-in-the-bank-accounts-of-everyday-families-older-generations-are-beginning-to-pass-down-their-wealth-and/

There is a profound shift happening across Australia right now, and it is quietly playing out in the bank accounts of everyday families. Older generations are beginning to pass down their wealth, and the scale is even larger than previously thought. According to a report by JBWere Australia, an esti...

27/08/2026

Please reach out to Anita Marshall if you looking at selling or buying a business. Marshall - Business Broker

THINKING OF SELLING YOUR BUSINESS?

Wondering what your business is worth?

We offer confidential, obligation-free business appraisals and experienced guidance from listing to settlement.

✓ Confidential business appraisals
✓ Access to qualified buyers
✓ Expert support from start to finish
✓ Gold Coast business brokers you can talk to

Talk to us confidentially - Ph 0439393178

21/08/2026

https://www.2020financialservices.com.au/2026/08/20/discovering-your-retirement-personality/

When we talk about stopping work, the conversation almost always turns to numbers. We discuss superannuation balances, investment returns and Age Pension eligibility. While those financial figures are certainly important, they only tell half the story. The way you experience your post-work years com...

27/07/2026

https://www.2020financialservices.com.au/2026/07/23/maximising-australian-age-pension-entitlement/

The Age Pension forms the bedrock of retirement for a great deal of Australians. However, securing your maximum entitlement requires more than simply reaching a certain birthday and meeting basic residency rules. Your pension is determined by two separate assessments: the Assets Test and the Income....

27/07/2026

The Carer Payment and Carer Allowance can provide support for eligible Australians caring for someone who has a disability, medical condition or is frail aged. However, understanding which payment applies, the eligibility rules and how they interact with aged care can be confusing.

General Advice - Please reach out for further information -

If you need some extra help, you may be able to access financial support via the Carer Payment, Carer Allowance and Carer Supplement.

17/07/2026

https://www.2020financialservices.com.au/2026/07/16/how-to-manage-your-money-without-tracking-every-cent/

We often share a common story with our clients about the moment they realise they have become victims of lifestyle creep. A decent pay rise comes through, yet somehow, their savings accounts look exactly the same as they did six months prior. The extra money quietly vanishes into nicer dinners, impr...

09/07/2026

https://www.2020financialservices.com.au/2026/07/09/key-2027-financial-changes-you-need-to-know/

25/06/2026

Federal Budget -

25/06/2026

https://www.2020financialservices.com.au/2026/06/25/tax-deductions-budget-changes-and-smart-refund-strategies/

As the June weather cools down, the atmosphere in offices and living rooms across Australia tends to heat up with the arrival of tax season. For many of us, the end of the financial year brings a familiar administrative routine: hunting down crumpled receipts, scrolling through bank statements, and....