Ballast Group of Companies

01/11/2026

Ballast Superannuation Management has been helping clients with their Self-Managed Super Funds for over 30 years.

Establishing an SMSF is a decision that should be carefully considered, but if you're interested in learning more, get in touch today to book a complimentary chat https://www.ballast.com.au/contact-us

Our job is to help you on your journey to build a life you're proud of.



DISCLAIMER
An SMSF does not suit all scenarios and all people. Do your research and speak to an appropriately licensed financial adviser. Ballast Superannuation Management is an administration service. You should consider the appropriateness of any general advice we have given you having regard to your own objectives, financial situation and needs before acting on it. We recommend you seek clarification from your Financial Planner or Accountant regarding any general advice given.

28/10/2026

The ATO Tax Return Deadline for Individual Tax Returns is next Monday 2nd November 2026.

Missing an ATO deadline can cost you in penalties, interest charges and stress. If you need more time or assistance with your tax return, contact our friendly team at Ballast Accountants.

Tax time doesn't have to be difficult. Let us lend our expertise and give you a helping hand.

Book a chat today https://www.ballast.com.au/contact-us



DISCLAIMER
Ballast Accountants Pty Ltd have not taken into account your personal information or circumstances in the construction of this correspondence. This material has been prepared for informational purposes only and is not intended to provide and should not be relied on for taxation advice. You should consult your own advisor before relying on any information contained in this correspondence.

21/10/2026

Have you heard the term 'IPO' - Initial Public Offering - but are unsure what it means?

With Anthropic and OpenAI both due to move their companies from private to public, the IPO conversation has been everywhere. This month's Ballast Brief helps to make sense of it all as we discuss:

👉 What an IPO actually is
👉 Why companies move from private to public ownership
👉 Why companies delay their IPOs
👉 How a company's IPO price is decided
👉 Anthropic and OpenAI's journey to IPO

At Ballast, we believe financial literacy is the foundation of good financial decisions. That's why our knowledgeable team spends time each month putting these articles together - we want you to understand the market so you can make plans for your financial future with confidence.

Read the full article here: https://www.ballast.com.au/post/what-is-an-ipo



DISCLAIMER

This article may contain general advice which has been prepared without taking into account your objectives, financial situation or needs. Accordingly, you should consider the appropriateness of any general advice we have given you having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decisions to purchase that financial product. The views or opinions expressed are the author’s own and may not reflect the view or opinions of Ballast.

An IPO, or Initial Public Offering, is when a company decides to move from raising capital privately to offering shares to the general public. Prior to a public offering, companies raise funds through private investors. An IPO can create an opportunity to raise a large amount of money from many new....

19/10/2026

It's important to us that our clients understand and feel confident in their investment strategy. Everybody's money story is different, and people place different value on risk and investment types.

Put simply, we believe a good financial planner should help you create an individual strategy that works for your personal goals and preferences.

In this case, our clients valued a diversified portfolio and wanted to invest in something tangible. Through the establishment of a Self-Managed Super Fund, they were able to allocate funds towards investing in precious metals - diamonds, silver and gold.

To read the full story or book a complimentary chat with our team, visit our website https://www.ballast.com.au/post/a-ballast-case-study-on-precious-metals



DISCLAIMER
This is a case study, not personal advice. This case study may contain general advice which has been prepared without taking into account your objectives, financial situation or needs. Accordingly, you should consider the appropriateness of any general advice we have given you having regard to your own objectives, financial situation and needs before acting on it. We recommend you seek clarification from your Financial Planner or Accountant regarding any general advice given.

15/10/2026

We've said it before but it bears repeating; the best strategies come from a comprehensive understanding - of your individual position and the events of the world around you.

Nothing operates in isolation. Talk to a team that understands. Book a complimentary chat with us today.

https://www.ballast.com.au/

09/10/2026

The Australian Property Market has just experienced its sixth month of declining housing prices.

Since January, the RBA has hiked interest rates 4 times. This, combined with the CGT changes announced in the Federal Budget earlier this year, has resulted in a buyers market, as house prices have fallen across most capital cities.

Knowing the market helps you make informed decisions regarding your financial future. If you don't have time, book a complimentary chat with us to have an educated professional on your team.

05/10/2026

This year, Ballast Group was a proud sponsor of the 2026 Australian Historic Road Racing Championship down in Collie, WA.

Some of our team were very fortunate to be able to make it down to watch the races over the long weekend. All of the competitors did such an amazing job, riding through rain, hail and shine, literally!

At Ballast, we want to help our community achieve their goals. If you are considering your financial future, get in touch with us today to book a complimentary chat to see if Ballast is the right fit for your needs.

30/09/2026

Our clients work hard.

As business owners, the demands rarely stop for them. They're managing their company, keeping on top of finances and compliance, making important decisions, and still trying to find time for family and the things that matter outside of work.

That’s where Ballast Accountants can make a difference.

We’re here to take some of the financial pressure off your shoulders and give you back valuable time to focus on what’s important– your family and your business. Depending on what you and your business needs, we can assist with BAS and compliance, bookkeeping, tax, accounting and payroll.

When it comes to your business, you know it best. You don't need someone taking over, you need the right financial partner to use their expertise to cover the things you don't have time for.

Get in touch today to see if we could be the right fit for your business.

https://www.ballast.com.au/

15/09/2026

We can talk about financial strategies all day long (and trust us - we can), but actions speak louder than words.

This real-world case study demonstrates how we operate, how our approach actually works and how we have helped people build lives they are proud of.

Our clients needed $250,000 to keep their family farm in the family. Working with the team at Ballast Group of Companies, they created a strategy that resulted in more than an eightfold financial return.

Watch below for an overview or read our full case study here: https://www.ballast.com.au/post/ballast-the-farmers-inheritance

Get in touch today to let us help you build a life you're proud of.

08/09/2026

If you have a discretionary trust, now is the time to start paying attention.

The Government has proposed significant tax changes, coming into effect 1 July 2028. Although that may seem like a while away, it is a good idea to start planning and preparing now for what this could mean for your circumstance.

In this month's Ballast Brief, we discuss:

👉What's changing
👉Who is affected
👉Exemptions
👉Rollover Relief

Read the full article to understand what the proposed changes could mean for your trust and what you should be considering now:

https://www.ballast.com.au/post/proposed-discretionary-trust-tax-changes

The 2026–27 Federal Budget announced a number of significant tax reforms. While the capital gains tax and negative gearing changes received much of the attention, the proposed changes to discretionary trusts are also important for business owners and families who use these structures. Although the...