News & Links
Online Forms
New Client Form
Please click the button below to fill out our New Client Form
2024 Tax Return Information Form
Please click the button below to provide information on your 2024 Tax Return
Terms of Engagement
Please Click on the button below to view or download our Terms of Engagement (PDF)
Useful Links
Practice Updates
September 2023
This month’s Practice Update covers the following topics:
• Appointing an SMSF auditor
• ATO gives ‘Green light’ to lodge
• Different meaning of ‘dependant’ for superannuation and tax purposes
• NALI provisions did not apply to loan structure
• Luxury car tax: determining a vehicle’s principal purpose
October 2023
This month’s Practice Update covers the following topics:
• Taxpayers need to get their ‘rental right’
• Choosing the right PAYG instalment method
• Mildura man jailed for seven years for GST fraud
• Remember the unused concessional contributions cap concession
• Deductions for contributions denied due to notice requirement problems
November 2023
This month’s Practice Update covers the following topics:
• Tax issues for businesses that have received a support payment.
• Care required in paying super benefits.
• Notice of visa data-matching program
• ATO says: “Be cyber wise, don’t compromise”.
• Losses in crypto investments for SMSFs.
December 2023
This month’s Practice Update covers the following topics:
• ATO’s lodgement penalty amnesty is about to end.
• Notice of officeholder data-matching program.
• ATO warning regarding prohibited SMSF loans.
• Don’t forget the two further ‘boosts’!
• Claiming deductions in relation to a holiday home.
• Reminder of December 2023 Quarter Superannuation Guarantee (‘SG’).
January/February 2024
These month’s Practice Update covers the following topics:
• Government announces changes to proposed ‘Stage 3’ tax cuts.
• Changes in reporting requirements for sporting clubs.
• Deductions denied for work-related expenses.
• Sale of land subject to GST.
• Melbourne man sentenced to jail for attempting to defraud the ATO.
• New ATO guidance on “who is an employee?”
March 2024
This month’s Practice Update covers the following topics:
• Super contribution caps to rise.
• Small business concessions.
• FBT time is fast approaching!
• Jail sentence for fraudulent developers.
• Penalties soon to apply for overdue TPARs.
• Avoiding common Divisions 7A errors.
April 2024
This month’s Practice Update covers the following topics:
• How to claim working from home expenses
• Reminder of March 2024 Quarter Superannuation Guarantee (‘SG’)
• Using the ATO’s small business benchmarks
• Quarterly TBAR lodgment reminder
• Prepare for upcoming lodgments of SMSF annual returns
• Taxpayer who lived and worked overseas found to be tax resident
• Earning income for personal effort