Brett Geappen Financial Services P/L

07/08/2026

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30/07/2026

18/07/2026

EOFY Drinks & Celebrating Tracy’s Retirement — 19.5 Years at BGFS

16/07/2026

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

Happy New Financial Year! As we cross into July 2026, it is that familiar time when new rules and regulations come into effect. It is always a busy time organising tax returns, but looking forward and understanding these new rules is just as important for your long-term plans. Here is a rundown of t...

08/07/2026

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....

08/07/2026

This website is published by Brett Geappen (No 270438) of Brett Geappen Financial Services Pty Ltd (No 1251646), who are Authorised Representatives of Synchron Advice Pty Ltd ABN 33 007 207 650, AFSL 243313 (The Licensee).

12/06/2026

The capital gains tax (CGT) reforms proposed for 1 July 2027 represent a major structural shift in the Australian investment environment. While public discussion frequently centres on property, these changes are incredibly broad. They will affect most assets where you might make a capital gain (the....

28/05/2026

The recent Federal Budget announcements present sweeping changes to how investment returns are taxed in Australia. For those holding property or shares, the proposed adjustments to the Capital Gains Tax framework represent a significant structural shift. It is important to state clearly upfront that...

21/05/2026

The recent 2026-27 Federal Budget introduced significant proposals that have caught the attention of many business owners and investors. At the centre of these announcements is a planned overhaul of how discretionary family trusts are taxed. It is important to note upfront that these measures are cu...