Seven changes impacting your super in 2025

As we settle into 2025, it’s the perfect time to stay informed about key tax, financial and superannuation changes that could impact you. This month’s newsletter is packed with insights to help you navigate the year ahead.

First, we break down seven key superannuation changes coming in 2025. Super is a long-term investment, and even small adjustments can have a big impact over time. Now is a great time to review your super and understand both proposed and legislated changes.

Next, we highlight the ATO’s latest rental data-matching efforts. If you own an investment property, this article shares useful tips to help you stay compliant and avoid potential issues if the ATO audits your rental income.

We also explore superannuation and financial hardship. Whether it’s for urgent medical bills, preventing home repossession, or making ends meet, this article explains when and how you may be able to access your super in tough times.

Finally, we clarify the ATO’s stance on the tax deductibility of financial advice fees. Not all financial advice fees are deductible, and this update breaks down what you can and can’t claim.

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2025 – 02 – MBS Monthly Update