Category: Tax Planning

Tax Planning

ATO extends Division 7A relief


The ATO made an extension relief for affected taxpayers and related SMSFs who are unable to meet the minimum yearly repayments on Division 7A loans due to COVID-19.


Tax Planning

Tax time: calculating investment income and deductions


Here's a check list of what you will need to include in your 2020-21 income tax return.


Tax Planning

How to make the most of this year’s tax return

With tax time nearly upon us, you might be interested in the following deduction tips, which may help increase the amount of money you get back. Lots of things can…

Tax Planning

What is capital gains tax and when might I have to pay it?

Capital gains tax may be payable when you sell a certain asset (such as shares, land or property) and make a profit. Capital gains tax is charged on the profit…

Tax Planning

ATO puts tax cop hat on: What you can and can’t claim this tax time

The ATO is re-establishing itself as tax cop, with the office said to clamp down on overinflated work-related expenses this tax time. In 2020, around 8.5 million Aussies claimed nearly…

Budgeting Financial Planning Lifestyle Tax Planning

How are Australians planning on spending their tax savings?

Essential bills, savings accounts, Christmas gifts and exchange-traded funds appear to be the big winners from the latest round of tax cuts, new research has revealed. During the 2020 budget, it…

General Insights Superannuation & SMSF Tax Planning

Super, death, and taxes


An interesting finding in the federal government's Retirement Income Review report is that many Australians are dying with the majority of the wealth they had when they retired.


General Insights Tax Planning

How your coming tax cut could pay off


Over the coming weeks, around 12 million working Australians will start receiving extra cash in their pay packets as a result of changes to personal income tax brackets announced by the federal government.


Financial Planning General Insights Loans and Finance Tax Planning

Budget 2021 – What it means for you

This year’s Budget provides tax relief and financial assistance for many Australians, including low and middle income earners, business owners, young workers and social security recipients. We have prepared a…

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Zac Zacharia (Managing Director) has been assisting clients to create wealth and secure their futures for over 14 years.

He is also an accomplished presenter and educator

Co-authoring the popular investment book, Property vs Shares.