News articles

Builders report due 28 August

Businesses in the building and construction industry, take note – the deadline to report payments made to contractors during the 2017-18 FY is August 28, 2018. 

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Franchise business & tax

If you are considering entering into a franchise arrangement, the ACCC’s Franchising Code of Conduct will be a good starting point to get an idea of what to expect and your obligations.  

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Testamentary trusts

Look before you leap! A testamentary trust works in tandem with a Will, and is similar to a discretionary trust, with the major difference being it only takes effect upon the death of the person who made the Will.  The advantages and disadvantages

We explain

Interest deductibility after income-producing activity ceases

An issue that sometimes arises for business owners is whether interest expenses incurred on borrowed funds used in a business remain deductible after the business’s income earning activities have ceased. We provide two case studies.

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The proportioning rule & your SMSF

The law dictates that the tax-free and taxable components of a member’s payment must be paid in the same proportion as the tax-free and taxable components of the member’s interest – better known as the proportioning rule.

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Super contributions 'work test' for over 65s

Whether or not the trustee of a complying superannuation fund can accept member contributions for those aged between 65 and 75 depends on the member satisfying the “work test”.  We’ve compiled answers for the most common scenarios.

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Financial Planning newsletter

Inside this issue:

• Economic Update. Global economic growth looks set to continue; and the outlook for Australian shares are positioned to perform well.
• Tax tips & tax return hints.  The end of another financial year is almost upon us. Read our overview of the types of offsets & deductions you may be entitled to, plus other handy hints.

• Top 5 reasons to be cheerful!  Look beyond the bad news in the media - there's a lot that's right.

• Understanding Annuities.  What is an annuity, the types and the benefits?

Download Winter 2018 Edition

Useful client resources

2018-19 Lodgement Rates and Thresholds Guide  Download

2017-18 Tax Return Checklist for Individuals  Download

2017-18 Tax Return Checklist for Companies, Partnerships, Trusts and Other Business  Download

2018 Individual Income Tax Return Information Sheet  Download