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Latest News

March 2025 Quarter Superannuation Guarantee

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

By Warren Kruger | April 3, 2025

Employers are reminded that employee super contributions for the quarter ending 31 March 2025 must be received by the relevant super funds by Monday, 28 April 2025. 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 […]

ATO's new focus for small business

ATO’s new focus for small business

By Warren Kruger | April 2, 2025

The ATO is currently focusing on the following ‘specific risk areas’, where it is concerned “small businesses are getting it wrong”: Contractors omitting income — with a focus on data matching to ensure all income is reported. Quarterly to monthly BAS reporting for GST purposes — The ATO will move around 3,500 small businesses with […]

ATO's appeal against decision that UPEs are not "loans" fails

ATO’s appeal against decision that UPEs are not “loans” fails

By Warren Kruger | March 14, 2025

The Full Federal Court recently dismissed the ATO’s appeal against an AAT decision that unpaid present entitlements (‘UPEs’) owing by a trust to a corporate beneficiary were not “loans” for Division 7A purposes. A corporate beneficiary had become entitled to a share of the income of a trust for the 2013 to 2017 income years. […]

Taxpayer's claim for input tax credits unsuccessful

Taxpayer’s claim for input tax credits unsuccessful

By Warren Kruger | March 12, 2025

In a recent decision, the Administrative Review Tribunal (‘ART’) rejected a taxpayer’s claim for input tax credits on the basis that all the relevant GST returns (i.e., BASs) were lodged out of time. For the GST periods from 1 October 2015 to 31 March 2017, the taxpayer filed each of her GST returns more than […]

ATO "busts" NFP myths

ATO “busts” NFP myths

By Warren Kruger | March 10, 2025

Editor: As the Not-for-profit (‘NFP’) self-review return is due in March, the ATO has recently published a document ‘busting’ various NFP ‘myths’. Myth 1: All NFPs are income tax exempt. ATO response: This is not true. Some NFPs are income tax exempt and some are taxable. Myth 2: There is only one way to lodge […]

Claiming fuel tax credits when rates change

Claiming fuel tax credits when rates change

By Warren Kruger | March 7, 2025

Fuel tax credits changed on 3 February, and taxpayers could receive more savings for fuel they have acquired on and from this date. Different rates apply based on the type of fuel, when it was acquired and what activity it is used for. The ATO has the following tips for taxpayers to ensure they are […]

ATO may cancel inactive ABNs

ATO may cancel inactive ABNs

By Warren Kruger | July 12, 2024

The ATO regularly reviews, and sometimes cancels, inactive Australian Business Numbers (‘ABNs’). The ATO may review a taxpayer’s ABN if the taxpayer has not reported business activity in their tax return, or there are no signs of business activity in other lodgments or third-party information. If the ATO thinks a taxpayer is no longer using […]

claiming deductions for rental properties | Taxwise Australia | (08) 9248 8124

ATO’s tips for correctly claiming deductions for rental properties

By Warren Kruger | August 5, 2024

Taxpayers who have work done on their rental property should consider the following factors in determining claims for expenses. Repairs and general maintenance are expenses for work done to remedy or prevent defects, damage or deterioration from using the property to earn income.  These expenses can be claimed in the year the expense occurred. Initial […]

Notice of online selling data-matching program

Notice of online selling data-matching program

By Warren Kruger | August 7, 2024

The ATO will acquire Australian sales data from online selling platforms for the 2024 to 2026 income years, including full names, dates of birth, addresses, emails, business names, ABNs, contact phone numbers and account details. The ATO estimates the total number of account records to be obtained will be between 20,000 and 30,000  each income […]

Small business energy incentive

Small business energy incentive available for the 2024 income year

By Warren Kruger | August 9, 2024

Businesses with an aggregated annual turnover of less than $50 million that had upgraded or purchased a new asset that helps improve energy efficiency during the 2024 income year should consider the small business energy incentive. This new measure gives them the opportunity to claim a bonus deduction equal to 20% of the cost of […]

Importance of good record keeping

Importance of good record keeping when claiming work-related expenses

By Warren Kruger | August 12, 2024

The ATO is advising taxpayers that having records to substantiate claims is essential to prove deductions can be claimed, having regard to the following in particular: A bank or credit card statement on its own will generally not be enough evidence to support a work-related expense claim.  Taxpayers instead need detailed written evidence such as […]

SMSFs acquiring assets from related parties

SMSFs acquiring assets from related parties

By Warren Kruger | August 14, 2024

SMSFs cannot acquire an asset from a ‘related party’ (such as a member or their spouse or relative)  unless it is acquired at market value and is: a listed security (e.g., shares, units or bonds listed on an approved stock exchange); ‘business real property’ (broadly, land and buildings used wholly and exclusively in a business); […]

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