Learning Centre

Learning Centre

Downsizer Contributions to SUPER

Downsizer Contributions to SUPER

rDid you know you could invest the proceeds of the sale of your family home to your superannuation, depending on your age and circumstances? What is a downsizer contribution? From 1 July 2022, if...

Four Priorities for the ATO this Tax Time

Four Priorities for the ATO this Tax Time

In the middle of May, the ATO announced that there will be four focus areas on their radar during Tax Time 2022 – record-keeping, work-related expenses, rental property income and deductions, and...

2022 Election Washup

2022 Election Washup

Following the election of the new Labor federal Government on 21 May, there are a number of tax and superannuation proposals that they have announced or existing measures they have committed to that...

Six Super Strategies to Consider Before 30 June

Six Super Strategies to Consider Before 30 June

With the end of financial year (EOFY) fast approaching, now is a great time to boost your superannuation savings and potentially save on tax. Below are six superannuation strategies to consider...

ATO warning of fake ABN and TFN scams

ATO warning of fake ABN and TFN scams

The ATO has just recently reported an increase in fake websites offering to provide tax file numbers (TFNs) and Australian Business Numbers (ABNs) for a fee but then failing to provide the service –...

30 June Tax Planning

30 June Tax Planning

As we move towards the end of the 2021/22 financial year, there are a number of year-end income tax planning opportunities that may be available to optimize your tax position. Temporary full...

HR Manuals

HR Manuals

Quite a number of employers now have in place a human resources (HR) manual. HR manuals document the workplace policies and procedures that will be applied to all employees inside and to a lesser...

Personal Property Securities Register

Personal Property Securities Register

Are you aware of the personal property securities register? What is it? The personal property securities register (more commonly known as the PPSR) is an official government register. It’s...

Financing Motor Vehicles

Financing Motor Vehicles

A common question facing businesses is how to finance and account for the acquisition of a motor vehicle. There are numerous ways that can be used, with each having unique taxation treatment. 1....

What You Should Know About Six Member SMSFs

What You Should Know About Six Member SMSFs

Since the SMSF member limits recently increased from four to six, larger families may be considering having one large superannuation fund for all family members. Interestingly, recent ATO statistics...

Further Developments on Trust Distributions

Further Developments on Trust Distributions

For the many business owners who operate their affairs through discretionary trusts, there have been further developments on the ATO’s planned crackdown on certain distributions. Back-Story To...

Why Super Can Help Save For Your Retirement

Why Super Can Help Save For Your Retirement

Superannuation is an investment vehicle specifically designed to help you save for retirement - this is one of the key reasons why you should take an interest in your superannuation. Whether you’re...

Applying For A Director Identification Number

Applying For A Director Identification Number

This is to inform you about new legislation requiring all directors of Australian companies to have a director identification number (DIN). You will need to apply for a DIN if you are a company...

The Importance of Succession Planning

The Importance of Succession Planning

Succession planning provides you and your business with a strategy to ensure you enjoy optimised financial security when you transfer the ownership of your business. While this might not seem...

Preparing a Business For Sale Or Transfer

Preparing a Business For Sale Or Transfer

The decision to sell or transfer your business is never easy. Most business owners have put their blood, sweat and tears into the business and have an emotional connection that makes it difficult to...

Financial Goal Setting For Your Business

Financial Goal Setting For Your Business

As a business owner, it’s often easy to get caught up in running your business with just one financial goal in mind: sales revenue. However, you started your business with a product or service...

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