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Latest News

December 2025 Quarter Superannuation Guarantee

Reminder of December 2025 Quarter Superannuation Guarantee (‘SG’)

By Warren Kruger | December 8, 2025

  As noted in the previous article, employee December 2025 Quarter Superannuation Guarantee must be received by the relevant super funds by 28 January 2026. If the correct amount of SG is not paid by an employer on time, they will be liable to pay the SG charge, which includes a penalty and interest component. […]

SBSCH

Alternative providers to the SBSCH

By Warren Kruger | December 5, 2025

Employers should start preparing for the permanent closure of the Small Business Superannuation Clearing House (‘SBSCH’) on 1 July 2026. By acting now to find an alternative service, employers will: have an established process in place to pay super guarantee (‘SG’) for the March and June quarters (if they currently pay quarterly); reduce the risk […]

Christmas Parties & Gifts 2025

Christmas Parties & Gifts 2025

By Warren Kruger | December 2, 2025

Year-end (and other) staff parties Editor: With the well earned December/January, and Christmas parties & gifts 2025 on the way, many employers will be planning to reward staff with a celebratory party or event. However, there are important issues to consider, including the possible FBT and income tax implications of providing ‘entertainment’ (including Christmas parties) to […]

GST held to apply to sales of subdivided lots

GST held to apply to sales of subdivided lots

By Warren Kruger | November 24, 2025

The Administrative Review Tribunal (‘ART’) recently held that some sales of subdivided farmland were subject to GST as they were made by the taxpayer in the course of carrying on an enterprise. The taxpayer owned farmland near Adelaide. He entered into an agreement with a developer, under which the developer sought rezoning and development approvals, […]

SMSF non-compliance with release authorities

SMSF non-compliance with release authorities

By Warren Kruger | November 17, 2025

Release authorities are documents issued by the ATO to super funds, authorising the release of money from a member’s super account to pay specific liabilities, including in relation to excess concessional contributions, excess non-concessional contributions, and Division 293 tax assessments. The ATO is seeing a rise in SMSFs that receive a release authority and are […]

Data-Matching

New ATO Data-Matching Programs

By Warren Kruger | November 14, 2025

The ATO acquires and uses data for pre-filling, detecting dishonest or fraudulent behaviour, and identifying areas where it can educate taxpayers to help them understand their tax obligations. When data does not match, the ATO may contact tax agents and their clients to find out why. Rental Income Data-Matching Over the coming months, the ATO […]

Valuation | Taxwise Australia | (08) 9248 8124

Getting a tax valuation from the ATO

By Warren Kruger | November 15, 2016

We all know that the ATO is the guardian of the tax laws, administers tax regulations and can provide advice and guidance on how they apply. But not every personal situation fits neatly with the tax laws as they stand. Sometimes, an individual may need help understanding and meeting their tax obligations. In such circumstances, […]

Home Office Deductions | Taxwise Australia | (08) 9248 8124

Home Office Deductions: What substantiations will the ATO accept?

By Warren Kruger | November 17, 2016

Home office expense claims are subject to  the same general substantiation requirements  as  other deductions – that is, it is a requirement that records should be kept for at least five  years. But in practice, full compliance with the substantiation rules may be difficult. It may be simple to keep a receipt for a printer purchased for […]

Luxury Car | Taxwise Australia | (08) 9248 8124

Shopping for a luxury car? Beware of the luxury car tax.

By Warren Kruger | November 24, 2016

You can judge whether a car is luxury or not, according to the government, if it costs more than $64,132 for 2016-17. It’s not an over-the-top price tag if you’re considering true luxury, but it’s enough to cop an extra tax. WHAT YOU NEED TO KNOW The luxury car tax (LCT) kicks in after that threshold […]

Extend Festive Cheer 1 | Taxwise Australia | (08) 9248 8124

Extend the festive cheer (but in a tax efficient way)

By Warren Kruger | December 2, 2016

The festive season is here again. As with other years it is always brimming with the spirit of giving. The list of practical ways in which Australians spread goodwill is as endless as a Christmas wreath. The ATO also gets into the spirit of the season, but of course feels required to set some limits. When […]

Christmas Party 1 | Taxwise Australia | (08) 9248 8124

Christmas Party Decision Tree

By Warren Kruger | December 6, 2016

This flowchart will help businesses work out the general tax implications of the year-end Christmas party.   Minor benefit exemption must be less than $300 per benefit, provided on an Irregular and infrequent basis, and satisfy other relevant conditions. Income  tax  treatment  for  entertainment  expenses  determined under tax law.  An associate of  an employee is  […]

family trust | Taxwise Australia | (08) 9248 8124

The Process (and Pros and Cons) of “Electing” to be a Family Trust

By Warren Kruger | February 6, 2017

Trusts are an important and very useful concept for managing one’s financial affairs, as well as estate planning. A trust is established whenever there is a separation of the legal ownership  (for example, the  name appearing on a land title) from the beneficial (equitable) owner of an asset (in other words, the person that a court  would […]

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