Tax Planning

A Last-Minute Tax Checklist: What to Prepare Before 31 October

October 20, 2025

What to Prepare Before the 31 October Deadline If you haven’t yet lodged your tax return, you’re not alone. With the 31 October deadline fast approaching, now’s the time to get everything in order so you can lodge on time and avoid penalties.  A little organisation in these final days can save you stress and …

Read more

Running A Business From Home? Do You Know Your Eligible Tax Deductions?

October 2, 2025

Running a Home Business – Tax Deductions If you run your business from home, you’re not alone – and you may be entitled to valuable tax deductions.  The ATO allows deductions for the portion of your home expenses that relate directly to your business.  Let’s break down the essentials so that you know what you …

Read more

Selling Your Rental Property: What You Need to Know About Capital Gains Tax

September 18, 2025

Rental Properties and CGT If you’re thinking about selling your rental property, one of the most important things to prepare for is Capital Gains Tax (CGT). Many property investors underestimate how significant CGT can be-but with the proper planning and advice, you can manage your tax position effectively and avoid surprises at tax time. When CGT …

Read more

Lodging a Tax Return in Retirement: What You Need to Know

September 16, 2025

Tax Returns In Retirement Retirement doesn’t automatically mean freedom from tax obligations.  While some retirees may no longer need to lodge a tax return, many still do – depending on their income sources.  Let’s take a look at a breakdown of the rules around tax returns in retirement and what to watch for. Do You …

Read more

Do You Need to Lodge a TPAR? Here Are the Signs to Watch For

September 4, 2025

Taxable Payments Annual Report (TPAR) If your business pays contractors to provide certain services on your behalf, you may be required to lodge a Taxable Payments Annual Report (TPAR).  The TPAR is part of the ATO’s efforts to ensure fairness in the business community by making sure all contractors report their income accurately.  If you’re unsure …

Read more

Understanding PAYG Instalments: What Business Owners Need to Know

August 1, 2025

PAYG Instalments As a business owner, staying on top of your tax obligations is essential, not just at tax time, but throughout the financial year.  One of the key systems the ATO uses to help businesses manage their income tax is the Pay As You Go (PAYG) instalment system. If your business earns income outside …

Read more

Maximising Rental Property Deductions: What You Can (and Can’t) Claim

July 29, 2025

Rental Property Owning a rental property can be a great way to build wealth, but it also comes with a range of tax responsibilities. As a landlord, understanding what you can and can’t claim as a deduction is key to maximising your return while staying on the right side of the ATO. The Australian Taxation …

Read more

Tax Deductions to Know for 2024–2025 

July 16, 2025

A Guide for Individuals Preparing Their Return As the 2025-26 financial year kicks off and the 2024-25 ends, it heralds the start of another tax season of receipt-chasing, deductions and paperwork.   Whether you’re lodging your return early or waiting until the October deadline, understanding what you can legally claim as a tax deduction can make …

Read more

Tax Return & Deductions Checklist for Tradies

July 15, 2025

Whether you’re a carpenter, bricklayer, plumber, painter, plasterer, or tiler, you’re a pro at your trade and you know the value of getting the right expert for the job. When it comes to your taxes, the same logic applies. What to Keep in Mind When Claiming Deductions As you know, you’re entitled to claim tax …

Read more

Turn Your Home Office into a Tax Deduction

July 8, 2025

Working from Home? You May Be Able to Claim Deductions If you work from home, you can claim a tax deduction for the work-related portion of certain household and office expenses. Eligible WFH Expenses Include: Heating, cooling, and lighting used while working Cleaning costs for your home work area (including cleaning products or paid cleaning …

Read more

ATO’s 2025 Tax Watchlist: Are You on The Radar

July 1, 2025

ATO Radar 2025 The Australian Taxation Office (ATO) is set to release its Tax Time hitlist for the 2024-2025 financial year in the coming days. As tax season approaches, here’s what taxpayers need to keep in mind when lodging their tax returns. Below is a snapshot of the ATO’s key compliance focus areas for this …

Read more

New Car Thresholds from 1 July: What Small Business Owners Should Know

June 16, 2025

New Car Thresholds If you’re considering purchasing a vehicle for your business, it’s important to be aware of the updated car thresholds taking effect from 1 July 2025. Each financial year, the Australian Taxation Office (ATO) reviews and adjusts these thresholds to reflect inflation and economic conditions, and they directly impact how much you can claim …

Read more