Business Women Australia Online: New Financial Year, New Tax Strategy

With the new financial year underway and recent Federal Budget reforms bringing significant changes to Australia’s investment and taxation landscape, staying informed has become essential for anyone looking to protect, grow, and strategically manage their wealth.

Tax rules, investment structures, and wealth-building strategies are constantly evolving. Understanding what these changes mean — and how they may impact your personal or business circumstances — can help you make more informed decisions and identify opportunities in a changing environment.

Join Business Women Australia for an insightful online conversation facilitated by Stacey Payrits and Helen Nan, as they unpack the latest developments and explore the potential implications for investors, business owners, professionals, and individuals focused on building long-term financial security.

Together, Stacey and Helen will provide practical insights into the key reforms shaping Australia’s investment landscape, including changes and considerations around:

Capital Gains Tax – understanding potential impacts on investment decisions, asset ownership, and long-term wealth strategies
Negative gearing – exploring what proposed changes may mean for property investors and future investment approaches
Trust structures – examining how these structures may be affected and what considerations investors and business owners should be aware of
Property held inside superannuation – understanding the evolving conversation around superannuation, property ownership, and retirement planning

The key question is: Where are the new opportunities now?

During this session, you’ll gain insights into:

What’s changing, when these reforms may take effect, and why they matter
How the evolving tax landscape could influence investment decisions and wealth-building strategies
Who may be protected from certain reforms and where potential opportunities may exist
Tax-effective strategies that may support long-term financial goals
Why superannuation and insurance bonds are gaining increased attention as part of broader wealth planning conversations

Whether you are a property investor, business owner, professional, or someone actively planning for your financial future, this session will provide valuable perspectives to help you navigate change, understand your options, and approach the new financial year with greater clarity and confidence.

Meet your facilitators

Meet Stacey Payrits

Stacey is a Partner at LG Accounting Solutions, where she has flourished since joining as a graduate accountant in 2013. With a Bachelor of Commerce from Murdoch University and Chartered Accountant credentials earned in 2017, Stacey has steadily ascended to her current role after five years as a senior accountant. Her expertise spans Self-Managed Superannuation Funds, overseeing LG Accounting Solutions' Superannuation team for the past seven years.

Stacey's dedication extends to supporting primary producers, drawn to the unique challenges facing farmers. Her passion for estate and succession planning has grown from this experience, guiding clients to ensure seamless transitions of their hard-earned legacies to the next generation.

Stacey thrives on supporting business owners, inspiring success, and tackling challenges, firmly believing that collaborative efforts lead to mutual success and growth through strengthened client relationships.

About Helen Nan

Helen Nan CFP is a Financial Adviser and Author of Your Best Life. She specialises in helping professionals and business owners create strategies for wealth and financial security, so they can live life with purpose and confidence. With years of experience in financial planning, Helen is passionate about empowering women to take control of their finances and align their wealth with their life goals. She has a deep understanding of the challenges women face in building and protecting wealth, and provides practical, values-based approaches to achieving financial freedom.

Helen is a Leader member of Business Women Australia and a regular guest on the Business Women Australia Podcast Show.

About Business Women Australia

BWA brings together business women from all sectors, industries and states;

business owners and entrepreneurs
executives and managers
professionals
women on boards
emerging leaders
women who desire growth and high level connections

Business Women Australia is focused on key areas of development;

Leadership
Business Improvement
Personal and Professional Growth
Connections and Friendship

Join our community today.

Contact the host of Business Women Australia Online: New Financial Year, New Tax Strategy