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Latest News

ART rejects taxpayer's claim for CGT small business relief

ART rejects taxpayer’s claim for CGT small business relief

By Warren Kruger | April 14, 2025

In a recent decision, the Administrative Review Tribunal (‘ART’) held that a taxpayer was not entitled to the CGT small business concessions on the disposal of his interests in some farm land. The taxpayer ran a beef cattle business (in partnership with his wife) on properties adjacent to the dairy farm that his parents owned. […]

General transfer balance cap will be indexed on 1 July 2025

General transfer balance cap will be indexed on 1 July 2025

By Warren Kruger | April 11, 2025

Indexation of the general transfer balance cap (‘TBC’) will occur on 1 July 2025. This cap will increase by $100,000 from $1.9 million to $2 million. Editor: The general TBC amount is used for a number of purposes, including to determine the total capital amount that can be transferred to the retirement (pension) phase, and […]

Quarterly TBAR lodgment reminder

Quarterly TBAR lodgment reminder

By Warren Kruger | April 9, 2025

SMSFs must report certain events that affect a member’s transfer balance account (‘TBA’) quarterly using transfer balance account reporting (‘TBAR’). These events must be reported even if the member’s total superannuation balance is less than $1 million. Editor: TBA events include starting or commuting a retirement phase pension. TBARs for the March quarter are due […]

Taxable payments annual report lodgment reminder

Taxable payments annual report lodgment reminder

By Warren Kruger | April 7, 2025

Businesses that pay contractors for ‘Taxable payments reporting system services’ may need to lodge a ‘Taxable payments annual report‘ (‘TPAR’) by 28 August each year. Editor: This includes businesses paying contractors in the building and construction, cleaning and IT industries. From 22 March, the ATO will apply penalties to businesses that have not lodged their […]

plug-in hybrid exemption changes

FBT record keeping and plug-in hybrid exemption changes

By Warren Kruger | April 4, 2025

With the 2025 fringe benefits tax (‘FBT’) year having just ended (on 31 March), the ATO is reminding employers of some changes that might impact their FBT obligations. Alternative record keeping changes For the 2025 and succeeding FBT years, employers can use existing records instead of travel diaries and declarations for some fringe benefits. If […]

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 […]

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 […]

Investment Property – Claiming Repairs and Maintenance Expenses

By Warren Kruger | September 9, 2015

Can you claim the cost of repairs you make before you rent out the property? You cannot claim the cost of repairing defects, damage or deterioration that existed when you obtained the property, even if you carried out these repairs to make the property suitable for renting. This is because these expenses relate to the […]

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 […]

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