News, views and more

More than a blog, this page is where we release our latest market insights, case studies and other timely content. Check back often.

McDonald's convicted for ATO compliance failure

McDonald’s Australia has been convicted and fined for failing to provide documents to the Australian Taxation Office (ATO).

Read more

Engineering, Medical, Legal. New ATO guidance for Professional Firms

The ATO has finalised its guidance on the Allocation of Professional Firm Profits (or commonly known as income splitting) that will apply from 1 July 2022.

Read more

Unlocking financial secrets for different phases of life

One of the keys to financial success is to adopt the right strategy at the right time. As you move through the stages of life, here are some tried and tested ‘secrets’ that will help you build and protect your wealth.

Read more

The top Christmas tax questions

Every year, we are asked about the tax impact of various Christmas or holiday related gestures. Here are our top tips.

Read more

If Santa was an Australian tax resident

A lighter look at the complexity of Australian taxation laws and the year that has been.

Read more

Four financial resolutions to kick start the new year

The dawn of a new year sees many people setting new year’s resolutions such as losing some weight or giving up smoking.

Read more

Gifts or Loans from related Overseas entities under the ATO Radar

The ATO is watching out for taxpayers attempting to avoid or evade tax on their foreign assessable income by disguising amounts as gifts or loans from a related overseas entity. This increased ATO attention has come about with the proposed changes..

Read more

Property investing and SMSFs – the differences

Investing in property seems to be part of every Australian’s DNA. Given the significant growth in property prices in Australia, clients are now looking at using their super to invest in property via a Self Managed Superannuation Fund.

Read more

How to set up your Director ID

Directors are now required to register for a unique identification number that they will keep for life.

Read more

What happens to your superannuation when you die?

Superannuation is not like other assets as it is held in trust by the trustee of the superannuation fund. When you die, it does not automatically form part of your estate but instead, is paid to your eligible beneficiaries by the fund trustee..

Read more