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Latest News

ATO's focus on small business

ATO’s focus on small business

By Warren Kruger | November 7, 2025

The ATO is ‘detecting and addressing’ recurring errors in specific industries when businesses have a turnover between $1 million and $10 million. These industries include property and construction (including builders, contractors and tradies), and professional, scientific and technical services (including engineering, design, IT and consulting professionals). In these industries, the ATO continues to see recurring […]

ATO reminder - Business expenses that can (and cannot) be claimed

ATO reminder: Business expenses that can (and cannot) be claimed

By Warren Kruger | November 7, 2025

Taxpayers can claim a tax deduction for most business expenses, provided they meet the ATO’s three ‘golden rules’: The expense must be for business use, not for private use. If the expense is for a mix of business and private use, they can only claim the portion that is used for business. They must have […]

Dual cab utes and FBT

Dual cab utes and FBT

By Warren Kruger | November 3, 2025

The ATO wishes to dispel the ‘common myth’ that dual cab utes are automatically exempt from fringe benefits tax (‘FBT’). If an employer provides dual cab utes to staff to complete their duties and the vehicle is available for personal use, then the benefit may be subject to FBT. By understanding how their employees use […]

ART

ART dismisses argument that medical expenses were deductible

By Warren Kruger | October 27, 2025

In a recent decision, the Administrative Review Tribunal (‘ART’) held that a taxpayer could not claim a tax deduction for medical expenses incurred by him in relation to his total and permanent disability pension. The taxpayer had been terminated from his employment due to total and permanent disablement (‘TPD’). For the 2024 income year, his […]

private use of work vehicles

ATO warning regarding private use of work vehicles and FBT

By Warren Kruger | October 20, 2025

Employers that supply work vehicles to their employees need to check how the work vehicles are used and whether any exemptions apply to determine if they attract fringe benefits tax (‘FBT’). FBT generally applies when a work vehicle is made available for private use, even if it is not actually used. Private use includes any […]

sole trader clients

Tips to help sole trader clients

By Warren Kruger | October 13, 2025

The ATO is seeing sole traders make mistakes in the following areas: not reporting all income — this includes income earned outside their business (like a ‘side hustle’), cash jobs, or payments in-kind/barter deals; overclaiming expenses — this includes claiming the portion of an expense related to personal use, or overstating the cost of goods […]

Limited Recourse Borrowing Arrangements | Taxwise Australia | (08) 9248 8124

Forced to Unwind Your Limited Recourse Borrowing Arrangements?

By Warren Kruger | December 9, 2017

Limited recourse borrowing arrangements (LRBAs) were once all the rage in SMS land, However, with the tightening of banking rules this frenzy has begun to abate somewhat over the last few years. LRBAs are great in a growing market as they allow an SMSF to grow the value of assets it holds in the expectation […]

disaster1 | Taxwise Australia | (08) 9248 8124

Disaster Planning

By Warren Kruger | April 14, 2011

Q: I have great sympathy for the businesses which were battered by the floods, fires and cyclones in Australia this year. These things can happen to anyone, any time. What should I do to make my business disaster-proof? A: Identify which data and applications are critical to your business, then ensure you have them backed […]

Reward program benefits can be tax-free

By Warren Kruger | June 15, 2015

Many companies, or even whole industries, offer their customers loyalty award-based incentives programs. These programs, such as the “Frequent Flyer” and “Fly Buys” schemes, are designed to reward customers for purchasing or using a company’s goods and services (or indeed, those of its affiliates). As a result of one particular court case, the Tax Office […]

pha young couple | Taxwise Australia | (08) 9248 8124

What Is The Medicare Levy Surcharge

By Warren Kruger | July 8, 2015

What is the Medicare levy surcharge and what is it for? The Medicare levy surcharge (MLS) is designed to reduce the demand on the public Medicare system. You will be required to pay the MLS if your income for MLS purposes is above the base income threshold and you or your family do not have […]

Identity theft crime & protecting your personal information

By Warren Kruger | July 15, 2015

Identity theft crime happens when someone uses a stolen, manipulated, or assumed identity to commit fraud or other crimes. It can involve creating a new identity, false identity, or using stolen information to impersonate someone else. Identity Theft Crime and You Criminals can start using your identity with some basic details, such as your name, […]

Investing Overseas

By Warren Kruger | June 8, 2016

As an Australian resident, you are taxed on your worldwide income, including your income from: offshore bank accounts interests in foreign entities rental income from overseas property capital gains on overseas assets. You must declare all overseas income from these sources in your Australian tax return. If you have paid tax on any of this […]

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