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We may need to talk about your family trust
You may have read about a recent court decision affecting some family trusts. In a case called Bendel, published on 19 February 2025, the Full Federal Court unanimously held that the private company beneficiary of a discretionary trust has not made a "loan" or "financial accommodation" to the trust merely by not calling for the payment of its trust distribution. Read more...here.
Selling property? Buyers must withhold and pay the ATO!
If you're selling property in Australia and you're a foreign resident, there are important tax rules you need to know. Read more...here.
Three great reasons to start a Transition to Retirement Pension
Thinking about easing into retirement but still need a steady income? Want to trim your tax bill while growing your super? Or maybe you'd love to knock down some debt before you stop working? if you are 60 or over, you can do just that. Read more...here.
Employees vs. Contractors: What sets them apart
The Australian Taxation Office (ATO) has recently revised its guidance on differentiating between employees and independent contractors. Read more...here.
Concessional contributions: Can there be too much of a good thing?
A fantastic way to grow your retirement savings and shrink your tax bills is through concessional contributions to super. But more is not always better and like Goldilocks and her porridge, it pays to get things just right.Read more...here.
you may have received an email like the one below from the tax office
The Tax Office is pushing on with its move towards eliminating communications via the Post. If you lodge any activity statement or related document electronically, whether via us as your tax agent or using the Business Portal then the Tax Office will work on the basis that all future communications related to BASs, IASs, PAYG instalment notices, etc. will be via electronic means. The same result will occur if you link your myGov account to the Tax Office.
If you expect to receive a quarterly BAS/IAS/PAYGI notice and you haven't by two weeks before it is due for lodgement/payment please contact us to confirm your contact details with the Tax Office or to organise the restoration of supply of hard copy statements via the Post.
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