Resources

Year-end tax planning opportunities & risks With the end of the financial year fast approaching we outline some opportunities to maximise your deductions and give you the low down on areas at risk of increased ATO scrutiny. Download the full newsletter...

Personal tax cuts From 1 July 2026, personal income tax rates will change. Download the full newsletter...

Budget 2025-26: Show Me The Money The Government’s big moment in the 2025-26 Federal Budget was the personal income tax cuts. Income tax cuts are a dazzling headline but in reality they deliver a tax saving of up to $268 in the 2026-27 year, with a tax saving of up...

FBT 2025: What you need to know The Fringe Benefits Tax (FBT) year ends on 31 March. We’ve outlined the hot spots for employers and employees. Download the full newsletter...

Why the ATO is targeting babyboomer wealth “Succession planning, and the tax risks associated with it, is our number one focus in 2025. In recent years we’ve observed an increase in reorganisations that appear to be connected to succession planning.” ATO Private...

Tax and tinsel Q&As Can you avoid giving the Australian Tax Office a gift this Christmas? Download the full newsletter...

What makes or breaks Christmas? The cost of living has eased over the past year butconsumers are still under pressure. For business, planning is the key to managing Christmas volatility. Download the full newsletter...

Payday super: the details ‘Payday super’ will overhaul the way in which superannuation guarantee is administered. We look at the first details and the impending obligations on employers. Download the full newsletter...

It wasn’t me: the tax fraud scam You login to your myGov account to find that your activity statements for the last 12 months have been amended and GST credits of $100k issued. But it wasn’t you. And you certainly didn’t get a $100k refund in your bank account....

When is a gift not a gift? The Tax Commissioner has successfully argued that more than $1.6m deposited in a couple’s bank account was assessable income, not a gift or a loan from friends. Download the full article...

What’s ahead for 2024-25? Will 2024-25 be another year of volatility or a return to stability? Download the full article...

The essential 30 June guide The end of the financial year is fast approaching. We outline the areas at risk of increased ATO scrutiny and the opportunities to maximise your deductions. Download the full article...

Budget 2024-25 Key measures: • Previously announced Stage 3 tax cuts • $300 energy bill relief for all Australian households and $325 for eligible small businesses - applied as an automatic quarterly credit. • Student HELP debts will be cut by changing the way...

Company money crackdown The ATO is cracking down on business owners who take money or use company resources for themselves. Download the full article...

Warning on SMSF asset valuations The ATO has issued a warning to trustees of SMSFs about sloppy valuation practices. Download the full article...

THE CONTROVERSIAL CASE OF THE TAXPAYER WHO CLAIMED A LOSS ON THEIR HOME A decision by the Administrative Appeals Tribunal hasthe tax world in a flurry after the Tribunal found infavour of a taxpayer who sold the apartment she livedin for a loss, then claimed the...

WORKERS OWED $3.6BN IN SUPER Workers are owed over $3.6 billion in superannuation guarantee according to the latest Australian TaxationOffice estimates – a figure the Government and the regulators are looking to dramatically change. Download the full article...

$20K DEDUCTION FOR ‘ELECTRIFYING’ YOUR BUSINESS Electricity is the new black. Gas and other fossil fuelsare out. A new, limited incentive nudges businesstowards energy efficiency. We show you how tomaximise the deduction! Download the full article...

THE BILLION DOLLAR TIKTOK SCANDAL $1.7 billion paid out in fraudulent refunds, another$2.7bn in fraudulent claims stopped, around 56,000 alleged perpetrators and over 100 arrests to date. How did the TikTok tax scandal get out of control? Download the full article...

WHY IS MY TAX REFUND SO SMALL? The tax refund many Australians expect has dramatically reduced. We show you why. Download the full article...

THE 120% TECHNOLOGY AND SKILLS‘BOOST’ DEDUCTION. The 120% skills and training, and technology costs deduction for small and medium business have passed Parliament. We’ll show you how to take maximise your deductions.  Download the full article...

The ‘ace in the hole’ of the 2023-24 Federal Budget was the $4.2bn surplus; the first in 15 years.  The surplus was driven by a surge in the corporate and individual tax take. High commodity prices, inflation, and high employment have all pushed up corporate and...

Toyota, Super Retail Group, and Domino’s were not obliged to hand back JobKeeper...

A recent article published in the Harvard Business Review by Bain & Co suggests that the pandemic has widened the productivity gap between top-performing companies and others...