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Virtual CFO

A cost-effective alternative to a traditional finance function with expert, tailored service.

Compliance Solutions

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Tax & Accounting

Long-term accounting support that keeps you on track all year round.

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Superannuation

Comprehensive administration of Self-Managed Super Funds from set-up to wind-down.

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Understanding PSI v PSB

Considering establishing a Family Trust

Are Offset Accounts Worth It? Pros, Cons & Key Insights

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10 Smart Tax & Wealth Resolutions for 2026

10 Smart Tax & Wealth Resolutions for 2026

by Patrick McStay | Dec 10, 2025 | Business Owners, Enterprise Advisory, Superannuation, Tax and Accounting

A strategic guide for business owners, professionals, and high-net-worth families As 2026 approaches, most people focus on fitness goals or resetting routines. But clients who consistently grow and protect their wealth know something different: January is the most...
Division 296 Superannuation Tax Update: What the Latest Changes Mean for High-Balance Super Funds

Division 296 Superannuation Tax Update: What the Latest Changes Mean for High-Balance Super Funds

by Patrick McStay | Oct 15, 2025 | Superannuation, Tax and Accounting

For a detailed overview of the original Division 296 proposals and common misconceptions, see our previous blog: Division 296 Superannuation Tax Explained: Common Myths Debunked. Treasurer Jim Chalmers has announced significant updates to the Government’s proposed...
Debunking Common Myths About Division 296 Tax

Debunking Common Myths About Division 296 Tax

by Patrick McStay | Aug 20, 2025 | Superannuation, Tax and Accounting

Division 296 Superannuation Tax Explained: Common Myths Debunked While the Division 296 tax is still yet to be legislated, it’s looking increasingly likely the tax will be introduced. For individuals who may be impacted by the change, it’s critical to understand how...
Maximising Your SMSF Investment Strategy with Limited Recourse Borrowing Arrangements (LRBAs)

Maximising Your SMSF Investment Strategy with Limited Recourse Borrowing Arrangements (LRBAs)

by Patrick McStay | Feb 24, 2025 | Property, Superannuation

At New Leaf Advisory, we believe in helping our clients unlock their full financial potential via their self-managed super fund (SMSF). One powerful strategy that has gained significant traction in recent years is the use of Limited Recourse Borrowing Arrangements...
How to Avoid Common Mistakes When Paying Employees’ Super

How to Avoid Common Mistakes When Paying Employees’ Super

by Jack Arnold | Nov 20, 2024 | Superannuation, Tax and Accounting

Managing superannuation payments correctly is crucial for employers to ensure compliance with legal obligations and to support their employees’ retirement savings. Mistakes in superannuation payments can lead to significant penalties from regulatory bodies and...

Recent Posts

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  • Structuring Finances to Care for a Disabled Child: A Tax-Smart Guide for Families

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Some of the most valuable tax planning happens yea Some of the most valuable tax planning happens years before a business is sold.⁠ ⁠ Structure, eligibility for CGT concessions, superannuation and even decisions around ownership can all matter.⁠ ⁠ The exit might be five years away. The planning shouldn’t be.⁠ ⁠ Thinking about your eventual exit? Start planning the tax strategy now. Talk to us.⁠ ⁠
Passing on wealth successfully involves more than Passing on wealth successfully involves more than tax and estate documents. Financial literacy, family expectations and preparing the next generation to manage wealth can be just as important. If succession and intergenerational wealth are on your horizon, start the conversation with us. #newleafadvisory #wealthsuccession
Is your family trust still working as hard as you Is your family trust still working as hard as you are? With significant changes on the horizon, now is the time to review your structure. Read more in our latest article. Link in Bio. #FamilyTrust #TaxPlanning #BusinessAdvisory
Many business owners spend years growing their bus Many business owners spend years growing their business, increasing revenue and building value — but their personal wealth remains tied up inside the business. A successful business is a great asset, but true wealth comes from having a strategy to: ✓ Unlock trapped equity ✓ Extract cash effectively ✓ Build assets outside the business ✓ Protect what you’ve created ✓ Plan for the future transition of your wealth The goal isn’t just to build a valuable business. It’s to create financial freedom beyond it. Is your business working for your wealth goals, or are your wealth goals relying entirely on your business? Let’s have the conversation. #BusinessOwners #BusinessStrategy #TaxPlanning #Advisory
How Patrick delivers value 🌏⁠ ⁠ Some financial dec How Patrick delivers value 🌏⁠ ⁠ Some financial decisions require more than technical knowledge, they require experience, foresight and a deep understanding of how different pieces fit together.⁠ ⁠ Patrick recently advised a high-net-worth family with an asset base of approximately $50 million through the migration of their tax residency from Australia to Singapore.⁠ ⁠ The engagement involved navigating:⁠ ⁠ ✔ Cross-border tax considerations⁠ ✔ Complex structuring decisions⁠ ✔ Succession planning⁠ ✔ Multi-jurisdictional wealth considerations⁠ ⁠ For Patrick, advisory is about looking beyond the immediate decision to understand the bigger picture, identify risks, and create structures designed to support long-term wealth outcomes.⁠ ⁠ Because when complexity increases, the value of experienced advice becomes even clearer.⁠ ⁠ #TaxAdvisory #WealthStrategy #FamilyOffice #NewLeafAdvisory
Your structure should evolve as your life does. T Your structure should evolve as your life does. The strategy that made sense five years ago may not be the best one today. If your wealth, family or business has changed, it's worth assessing whether your structure still aligns with your objectives. A simple review today could save costly changes tomorrow. 📩 Get in touch if you'd like to review your current structure.
Some of the most valuable tax planning happens yea Some of the most valuable tax planning happens years before a business is sold.⁠ ⁠ Structure, eligibility for CGT concessions, superannuation and even decisions around ownership can all matter.⁠ ⁠ The exit might be five years away. The planning shouldn’t be.⁠ ⁠ Thinking about your eventual exit? Start planning the tax strategy now. Talk to us.⁠ ⁠
Passing on wealth successfully involves more than Passing on wealth successfully involves more than tax and estate documents. Financial literacy, family expectations and preparing the next generation to manage wealth can be just as important. If succession and intergenerational wealth are on your horizon, start the conversation with us. #newleafadvisory #wealthsuccession
Is your family trust still working as hard as you Is your family trust still working as hard as you are? With significant changes on the horizon, now is the time to review your structure. Read more in our latest article. Link in Bio. #FamilyTrust #TaxPlanning #BusinessAdvisory
Many business owners spend years growing their bus Many business owners spend years growing their business, increasing revenue and building value — but their personal wealth remains tied up inside the business. A successful business is a great asset, but true wealth comes from having a strategy to: ✓ Unlock trapped equity ✓ Extract cash effectively ✓ Build assets outside the business ✓ Protect what you’ve created ✓ Plan for the future transition of your wealth The goal isn’t just to build a valuable business. It’s to create financial freedom beyond it. Is your business working for your wealth goals, or are your wealth goals relying entirely on your business? Let’s have the conversation. #BusinessOwners #BusinessStrategy #TaxPlanning #Advisory
How Patrick delivers value 🌏⁠ ⁠ Some financial dec How Patrick delivers value 🌏⁠ ⁠ Some financial decisions require more than technical knowledge, they require experience, foresight and a deep understanding of how different pieces fit together.⁠ ⁠ Patrick recently advised a high-net-worth family with an asset base of approximately $50 million through the migration of their tax residency from Australia to Singapore.⁠ ⁠ The engagement involved navigating:⁠ ⁠ ✔ Cross-border tax considerations⁠ ✔ Complex structuring decisions⁠ ✔ Succession planning⁠ ✔ Multi-jurisdictional wealth considerations⁠ ⁠ For Patrick, advisory is about looking beyond the immediate decision to understand the bigger picture, identify risks, and create structures designed to support long-term wealth outcomes.⁠ ⁠ Because when complexity increases, the value of experienced advice becomes even clearer.⁠ ⁠ #TaxAdvisory #WealthStrategy #FamilyOffice #NewLeafAdvisory
Your structure should evolve as your life does. T Your structure should evolve as your life does. The strategy that made sense five years ago may not be the best one today. If your wealth, family or business has changed, it's worth assessing whether your structure still aligns with your objectives. A simple review today could save costly changes tomorrow. 📩 Get in touch if you'd like to review your current structure.

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