Our Insights

From Brisbane to MIT: A Journey of Learning, Leadership and Innovation
Annabelle Clare, General Manager, Walshs  In September, I had the incredible opportunity to spend two weeks at the Massachusetts Institute of Technology (MIT) Sloan School of Management in Boston, as part of my Executive MBA through QUT.  With less than two months remaining until graduation, the MIT immersion was undoubtedly one of the highlights of
TPD Insurance for Medical Professionals: Why Premiums Are Rising and What to Review
For doctors and medical professionals, your ability to work is one of your most valuable financial assets. Years of training, specialist expertise and future earning potential mean that protecting your income and financial position can be an important part of your broader financial strategy. At Walshs, we work with medical professionals throughout their careers to
Financial Wellbeing for Medical Professionals: Key Insights From the Latest PPS Mutual Research
Australia’s doctors, dentists and allied health professionals spend their careers caring for others. But the latest PPS Mutual State of Health & Wellbeing in the Medical Profession Report shows that many medical professionals are facing increasing pressures of their own.  The report, conducted by Lucidity Group on behalf of the insurer, surveyed 442 medical professionals across Australia
Proposed update for discretionary trusts
The Federal Government has released draft legislation relating to the proposed 30% minimum tax on discretionary trusts, first announced as part of the 2026–27 Federal Budget. Importantly, these changes are not yet law and remain subject to consultation and legislation. For small business owners operating through discretionary trusts, the proposed changes are significant and may
The Risks of Using ChatGPT and AI for Financial Advice
You wouldn’t let a patient diagnose themselves using Google, write their own script and walk out the door. Yet every day, people are doing something similar with their finances entering their salary, goals and personal details into ChatGPT or another AI tool and asking it to build them a financial plan. AI is everywhere. It
Division 296: What the New $3 Million Super Tax Means for You
Division 296 is now law. The two Bills implementing it – the Treasury Laws Amendment (Building a Stronger and Fairer Super System) Bill 2026 and its companion Imposition Bill – passed Parliament on 10 March 2026 and received Royal Assent shortly after. The tax commences from 1 July 2026, with the first assessments expected to
2026-27 Tax Changes: What You Need to Know for the New Financial Year
Written by Michael Walsh, Associate Director and Founder As we move into the 2026-27 financial year, there are several important tax, superannuation and investment updates for clients to be aware of. Some measures are already scheduled, while others remain proposed and subject to legislation. Residential Property & Negative Gearing Following the Federal Budget, proposed changes
Navigating Salary Packaging Changes for Queensland Medical Staff: Challenges and Solutions
Medical professionals play a crucial role in ensuring the health and wellbeing of the community. As these dedicated individuals transition between different healthcare employers, they may encounter the eligibility to salary package and therefore experience a unique set of challenges relating to this. Salary Packaging is a remuneration arrangement that allows employees to receive a
2026 EOFY Tax Planning Checklist: Key Dates You Need to Know
Written by Michael Walsh | Associate Director With 30 June fast approaching, now is the time to review your tax position and ensure you’re taking advantage of available opportunities before the end of the financial year. Use this checklist to stay on track and prepare for upcoming superannuation changes. ✅ Before 20 June 2026 Superannuation
The 2026 Federal Budget has introduced a range of measures that could impact your finances, career and long-term wealth strategy. In this exclusive Walshs webinar, our expert panel breaks down the key budget announcements and what they mean specifically for doctors at every stage of their career. You’ll gain insights into: The latest tax and
Beyond Tech Stocks: How America’s Data Centre Expansion Is Driving Energy and Metals Demand
Written by Tim McAllister | Investsments Analyst | Financial Planning  The race to build artificial intelligence infrastructure across the United States is rapidly becoming one of the defining investment themes of the decade. While much of the attention has focused on semiconductor companies and AI software, a quieter but equally important story is unfolding underneath
Federal Budget 2026-27: Key Tax & Investment Changes You Need to Know
Treasurer Jim Chalmers has handed down the 2026 – 27 Federal Budget, introducing some of the most significant proposed tax reforms in decades – particularly around property investment, discretionary trusts, Capital Gains Tax (CGT), and superannuation. Our team has summarised the key changes and what they may mean for your financial position, including: Property &
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