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Family Trusts: Time to get some timely advice
If you have a family trust there are two recent major (very major) things that have happened that will affect the way they will be taxed in the future. Read more...here.
New Tax Legislation: When to Realise a Capital Gain
With the Budget changes now legislated, perhaps it's time to consider how they may affect you, and what you can do about it - especially in relation to the CGT discount changes. Read more...here.
Foreign Residents cannot get a CGT exempt home
If you are a foreign resident for tax purposes when you sell your Australian home, you cannot claim the usual capital gains tax exemption on it. Read more...here.
High Court rules unpaid trust amounts are not loans: What this means for you
If your family trust gives a company a share of trust income but does not actually pay it across, the High Court has confirmed this is not automatically treated as a loan back to the trust. Read more...here.
Borrowing in your SMSF: What is changing?
Self-managed super funds are generally not allowed to borrow money. Read more...here.
The new 30% minimum tax on capital gains: What it means for self-funded retirees
The Government has legislated major changes to capital gains tax (CGT). Read more...here.
NEW DISCLOSURE RULES FROM THE TAX PRACTITIONERS BOARD
In relation to the taxation services we provide, we advise that the Tax Practitioners Board (TPB) maintains a register of tax agents and BAS agents which can be accessed and searched here. The register contains details of registered, suspended, and deregistered tax and BAS agents.
If you have a complaint about a tax agent service that we provide, we encourage you to seek to resolve it with us by contacting us immediately. You can also make a complaint to the TPB in accordance with their complaints process set out here.
Our registration as a tax agent is not subject to any conditions and in the last five years we have not been subject to any of the events described in subsection 45(1)(d) of the Tax Agent Services (Code of Professional Conduct) Determination 2024 (the Determination) or other matters required to be disclosed under other laws.
The full text of the Tax Practitioners Board disclosure requirements and guidance may be found here.
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