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Latest News

Reminder For First Time Share Investors To Declare Income | Taxwise Australia | (08) 9248 8124

Reminder For First-Time Share Investors To Declare Income

By Warren Kruger | October 16, 2021

With the growth of micro-investment platforms helping new investors enter the market, the ATO has issued a reminder for first-time share and Exchange Traded Funds (‘ETF’) investors. The ATO is concerned that first-time investors often do not understand their tax obligations in relation to reporting capital gains from the sale of shares and income in […]

Extra Super Step When Hiring New Employees | Taxwise Australia | (08) 9248 8124

Extra Super Step When Hiring New Employees

By Warren Kruger | October 12, 2021

Employers may soon need to do something extra when a new employee starts to work for them. Currently, if a new employee does not choose their own fund, their employer can pay contributions for them to a default fund. From 1 November 2021, if a new employee does not choose a specific fund, their employer […]

Paid Parental Leave Changes Support Parents In Lockdown | Taxwise Australia | (08) 9248 8124

Paid Parental Leave Changes Support Parents In Lockdown

By Warren Kruger | October 8, 2021

| | | The Paid Parental Leave (‘PPL’) scheme has been amended to enable expectant parents whose work has been affected by COVID-19 lockdowns to access Parental Leave Pay or Dad and Partner Pay under the scheme. Many people who would otherwise have qualified for PPL, may no longer meet the ‘work test’ condition to […]

Reminder Of SG Obligations For September 2021 Quarter | Taxwise Australia | (08) 9248 8124

Reminder Of SG Obligations For September 2021 Quarter

By Warren Kruger | October 5, 2021

Under the Superannuation Guarantee (‘SG’) scheme, employers are required to make quarterly contributions on behalf of their employees. From 1 July 2021, the minimum contribution required is 10% (up from 9.5%) of an employee’s Ordinary Time Earnings base, up to a maximum quarterly contribution base of $58,920 for 2021/22. Employers are reminded that the due […]

ATO Warns Property Investors About Common Tax Traps | Taxwise Australia | (08) 9248 8124

ATO Warns Property Investors About Common Tax Traps

By Warren Kruger | September 28, 2021

In 2019/20, over 1.8 million Australians owned rental properties and claimed $38 billion in deductions, so the ATO is reminding property investors to beware of common tax traps that can delay refunds or lead to an audit costing taxpayers time and money. The most common mistake rental property and holiday homeowners make is neglecting to […]

Div.293 Concessional Contribution Assessments Have Been Issued | Taxwise Australia | (08) 9248 8124

Div.293 Concessional Contribution Assessments Have Been Issued

By Warren Kruger | September 21, 2021

  | | | The ATO has recently issued approximately 30,000 Division 293 assessments for the 2018/19 and 2019/20 financial years. Division 293 tax is an additional tax on super contributions, which reduces the tax concession for individuals whose combined income and contributions are greater than the Division 293 threshold (currently $250,000). Due to a […]

What’s New For Taxpayers

By Warren Kruger | August 19, 2015

Before you complete your tax return for 2015, there are some changes you should be aware of in case they affect you. Mature age worker tax offset You can no longer claim the Mature age worker tax offset (MAWTO) in your tax return. Previously, to be eligible for the offset you needed to be an […]

Travel between home and work and between workplaces

By Warren Kruger | September 2, 2015

While trips between home and work are generally considered private travel, you can claim deductions in some circumstances, as well as for some travel between two workplaces. If your travel was partly private and partly for work, you can only claim for the part related to your work.   What you can claim You can […]

Gifts and donations

By Warren Kruger | November 4, 2015

You can only claim a tax deduction for gifts or donations to organisations that have the status of deductible gift recipients (DGRs).   Deductions for gifts are claimed by the person that makes the gift (the donor).   For you to claim a tax deduction for a gift, it must meet four conditions: The gift […]

Capital gains tax checklist

By Warren Kruger | November 11, 2015

  The following questions will help you to identify possible capital gains tax (CGT) obligations. If you answer ‘yes’ to any of these questions, CGT may apply. Some questions are intended to highlight the possibility of a capital gain or loss arising in the current year, others to alert you to the possibility of a […]

Tax on Super Contributions

By Warren Kruger | December 16, 2015

The tax you pay on your super contributions generally depends on whether the contributions were made before or after you paid income tax, you exceed the super contributions cap or you are a very high-income earner. Before-tax super contributions The super contributions you make before tax (concessional) are taxed at 15%. Types of before-tax contributions […]

Zone Tax Offset – exclude ‘fly-in-fly-out’

By Warren Kruger | February 17, 2016

In the 2015–16 Federal Budget, the government announced that it will exclude ‘fly-in-fly-out’ and ‘drive-in-drive-out’ (FIFO) workers from the Zone Tax Offset where their normal residence is not within a ‘zone’. Currently, to be eligible for the Zone Tax Offset, a taxpayer must reside or work in a specified remote area for more than 183 […]

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