Category: Tax Planning

Financial Planning Tax Planning

Why the Government doesn’t want you to understand how franking credits work.

It’s not an accident that understanding how it all works is boring. The detail of tax is a lot like superannuation. It’s complicated and most people find it boring. The…

Financial Planning Retirement Superannuation & SMSF Tax Planning

Budget 2019/20 – Tax Cuts and a Surplus! Can it get any better?

Key points – The 2019-20 Budget “delivers” the long-awaited surplus and increased fiscal stimulus mainly via tax cuts/offsets.  – The main risk is that the revenue boost is not sustained…

Estate Planning Tax Planning

Tax and estate planning traps flagged with pension restructures

While the ATO has previously stated that changing a pension to reversionary after it has been commenced is generally fine where the deed allows it, it may be safest to stop and restart the pension, says a technical expert.

Investment Tax Planning

Bought an investment property? Here’s an App to help you do your taxes

We’re the first to admit that owning property is a tough nut to crack, but for those who’ve made the jump to property ownership, a new app will help you make…

Financial Planning Tax Planning

How Australians will use their tax return

With nearly one in three people planning to save their tax return, have you considered what you might do with yours?  This year more than 75% of Australians expect to…

Financial Planning Tax Planning

Now’s the time for tax planning

With not much time remaining to the end of the financial year, now is the time to start some serious tax planning. Getting ready for tax time should go well…

Superannuation & SMSF Tax Planning

ATO claws back $850m in unpaid SG in FY 17-18

Compliance activities undertaken by the ATO in the 2017-18 financial year saw the ATO raise around $850 million in unpaid super entitlements.

Tax Planning

ATO updates crypto guidance

The ATO has updated its guidelines on the tax treatment of cryptocurrencies, including issues on exchanging one cryptocurrency for another and record-keeping requirements.

Superannuation & SMSF Tax Planning

ATO set sights on 27,000 funds in ongoing crackdown

While efforts by tax agents and the ATO has seen a dramatic drop in the number of non-lodgers, 27,000 registered SMSFs that have not lodged since their establishment remain on its radar.

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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.