Latest News

Latest News

ATO warns about barter credit tax scheme

ATO warns about barter credit tax scheme

By Warren Kruger | December 21, 2025

The ATO is warning the community to steer clear of an emerging tax scheme involving barter credits — a type of alternative currency used in some business networks. A tax scheme that involves artificially inflating deductions for donations of barter credits to deductible gift recipients (‘DGRs’) is on the rise. While it may seem enticing, […]

ATO's new approach to holiday home expenses

ATO’s new approach to holiday home expenses

By Warren Kruger | December 19, 2025

The ATO has announced that it will take a somewhat different approach in relation to holiday home expenses that are claimed in relation to holiday homes. Broadly, the ATO now takes the view that, if a taxpayer’s rental property is also their holiday home, certain deductions relating to holding it will be completely denied (rather […]

Australians call out tax dodgers in record numbers

Australians call out tax dodgers in record numbers

By Warren Kruger | December 17, 2025

The ATO has hit a major milestone of over 300,000 tip-offs from the community about tax dodgers and other dishonest behaviours since 1 July 2019. In the 2024/25 financial year alone, almost 50,000 red flags were raised by members of the community who spotted something suspicious. Most of the tip-offs received related to shadow economy […]

Dental expenses are private expenses

Dental expenses are private expenses

By Warren Kruger | December 16, 2025

The ATO has been seeing a number of deduction claims for dental expenses this tax time. Dental expenses are private expenses, including preventative and necessary dental treatment, medical expenses and other costs relating to client’s personal appearance (such as teeth whitening, makeup, skin care, shaving products and haircuts) are not deductible. These expenses are generally […]

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 […]

Getting trust distributions right

Getting trust distributions right

By Warren Kruger | June 11, 2024

As trustees prepare for year-end distributions, they should do the following: review the relevant trust deed to ensure they are making decisions consistent with the terms of the deed; consider who the intended beneficiaries are and their entitlement to income and capital under the trust deed; notify beneficiaries of their entitlements, so that the beneficiaries […]

Support available for businesses experiencing difficulties

Support available for businesses experiencing difficulties

By Warren Kruger | June 14, 2024

By paying their tax bill in full and on time, taxpayers can avoid paying the general interest charge (‘GIC’), which is currently 11.34%, and which accrues daily for any overdue debts. The ATO advises taxpayers that, if their business is dealing with financial difficulties, there are some options to help make their tax bill “less […]

Minimum yearly repayments on Division 7A loans

Minimum yearly repayments on Division 7A loans

By Warren Kruger | June 18, 2024

To avoid an unfranked dividend under the Division 7A rules, loans from a private company to its shareholders or their associates must be either repaid in full or be covered by a ‘Division 7A complying loan agreement’ before the company’s lodgment day. Complying loan agreements require minimum yearly repayments (‘MYRs’) comprising of interest and principal […]

crypto assets data-matching program

ATO issues notice of crypto assets data-matching program

By Warren Kruger | June 21, 2024

The ATO has advised that it will acquire account identification and transaction data from crypto designated service providers for the 2024 to 2026 income years. This data will include the following: client identification details (names, addresses, dates of birth, phone numbers, social media accounts and email addresses); and transaction details (bank account details, wallet addresses, […]

ATO Main Residence Exemption Tips

ATO’s Main Residence Exemption Tips

By Warren Kruger | July 3, 2024

The main residence exemption needs to be considered in a variety of situations when a taxpayer sells a property they have lived in. The ATO hopes that the following tips will help in this regard: Taxpayers should consider if they have started earning income from their home (in which case they may need to get […]

Family trust elections and interposed entity elections

Family trust elections and interposed entity elections

By Warren Kruger | July 9, 2024

Family trust distribution tax (‘FTDT’) is a special, 47%, tax sometimes payable by a trustee, director or partner. It applies when a trust has made a family trust election (‘FTE’), or an entity has made an interposed entity election (‘IEE’), and makes a distribution outside the ‘family group’ (as defined) of the specified individual in […]

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