May 13, 2018

Chasing swinging voters: personal income tax cuts, super changes and other 2018-19 Budget measures

Personal Tax Cuts In a move to attract swinging voters, the Budget has revealed a seven-year personal income tax cut plan commencing from 1 July 2018. […]
April 26, 2018

There are fun T-Bars and then there’s SMSF Transfer Balance Account Reporting

You may need to lodge quarterly TBAR reports with the ATO from 1 July 2018   You may have heard of new superannuation rules, introduced on […]
April 15, 2018

Changes to accessing the ATO Small Business Super Clearing House

Action required on/before 28 April 2018 If you have been using the ATO Small Business Superannuation Clearing House (SBSCH) for your SGC superannuation obligations, the ATO […]
March 26, 2018

Australians Living Overseas and Non-Residents Holding Australian Property: A Nasty Sting is Coming…

Under the Australian Government’s latest tax grab (disguised as providing affordable housing to Australian residents), there is a very nasty sting on its way for Australians […]
March 26, 2018

The Notifiable Data Breach Scheme and the Importance of Keeping Personal Info Private

A reminder that the Notifiable Data Breaches (NDB) scheme has been law in Australia from 22 February 2018. The NDB scheme applies to all organisations with […]
March 22, 2018

Single Touch Payroll: Are you ready for the compulsory April 1 headcount?

Single Touch Payroll (STP) is a new electronic way of reporting employee payments to the Australian Taxation Office (ATO). From 1 July 2018, employers with 20 […]
February 26, 2018

Client Feature: Chatsworth Pastoral

For 170 years, Chatsworth has provided a magnificent breeding ground for sheep, cattle and horses. Straddling the meandering Crookwell River and nestled in the rolling hills […]
November 23, 2017

Recent tax changes for property owners and investors

Budget blows for residential property investors become law The 2016/17 Federal Budget included measures intended to address housing affordability. Strangely two of these measures attempt to […]
November 23, 2017

Some tax considerations before hosting your brilliant Christmas party this year

The festive season is upon us and many of our clients will soon be hosting Christmas parties. As we plan for our own, we thought it […]
November 23, 2017

Getting started with Estate Planning: a practical approach

In this, the third article in our 3-part series on estate planning, we look at some practical tips on where to start. The previous two articles […]
October 22, 2017

Superannuation, Death and Special Disability Trusts

Superannuation A common misconception is that a deceased member’s superannuation benefits automatically form part of their estate, which is transferred under their Will. A deceased individual’s […]
September 17, 2017

Reigniting inner passion: keeping your business passion alive

Keeping your business passion alive With thanks to our guest contributor: Jo Hanlon of Mind Your Ps, our go-to HR experts You may have inherited a business, started one, […]
September 17, 2017

The Elephant In The Room: Is Your Will Up To Date?

Estate Planning Mark Copsey – Partner I’ve found one simple question causes relief and yet so much stress at the same time with clients: is your […]
August 17, 2017

How and when to engage people (part 2) – guest author Jo Hanlon

Eeny, meeny, miny, moe: getting that job done how and when you need it (part 2) With thanks to our guest contributor: Jo Hanlon of  Mind Your Ps, our […]
August 17, 2017

How and when to engage people (part 1) – guest author Jo Hanlon

Eeny, meeny, miny, moe: getting that job done how and when you need it (part 1) With thanks to our guest contributor: Jo Hanlon of  Mind Your Ps, our […]
August 16, 2017

News wrap-up: taxing trusts as companies; new tax rules from July 1

New rules in force from 1 July 2017 From 1 July 2017, there has been an effective reduction in the top marginal rate of tax for […]
July 20, 2017

Our New Financial Year Resolutions

The new financial year is well and truly here. Bleary-eyed accountants everywhere have emerged from their cubicles to a sunny Sydney winter. It’s a great time to […]
July 20, 2017

Recent news wrap-up: GST, investment companies, crowdfunding

GST not being charged on all imports In May, we published a blog post about proposed new GST rules affecting overseas businesses exporting goods and services […]
March 31, 2022

Question of the month: contractor vs employee

Whether a worker qualifies as a contractor or an employee is a common source of confusion among small business owners. There are some common misconceptions around […]
March 31, 2022

Budget 2022: a Budget for the Ballot Box

On Tuesday the Government delivered the 2022 Federal Budget. With the federal election looming, Treasurer Josh Frydenberg argued that the country has “remained resilient and strong” […]
April 28, 2022

The debate over ‘finfluencers’ amidst ASIC crackdown

The rise of finfluencers Over the last couple of years, the rise of financial influencers, or ‘finfluencers’, as they have been nicknamed, has continued unabated. Found […]
April 28, 2022

Who wears the CFO hat in a small business?

The short answer is: maybe no one. But it’s an easy fix. A startup or small business is challenging enough in the core work that’s being […]
April 28, 2022

FBT deadline approaching

With many businesses looking at ways to incentivise and retain employees in the wake of the pandemic and the ‘great resignation’, fringe benefits have become topical […]
April 28, 2022

Update on ATO changes to discretionary trusts

By David Downie, Partner Back in February we wrote about the recent change in the ATO’s approach to discretionary trusts, in particular where distributions of trust […]
May 25, 2022

Tax Time Tips FY2022

By David Downie and Mark Copsey   Welcome to our special Tax Time edition. With 30 June looming, we would like to share some tax tips […]
June 29, 2022

Tips for having a smooth tax return experience

By David Downie and Mark Copsey   Happy New Financial Year! Last month we focused on year-end tax planning tips. Now, with the financial year coming to a close, […]
July 28, 2022

Annus Horribilis: Investing Year in Review

By Mark Copsey, Director at Allworths Wealth Management As the Queen celebrates her Platinum Jubilee I feel compelled to use part of her famous speech given […]