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Tax To Do List for Individuals

View our year-end Tax To Do List in preparation for your 2024/25 Tax Return. Click on the thumbnail image below to view. The List includes: Tax saving strategies prior to 1 July 2025 Taxable income thresholds for the 2024/25 income year Common claims made by individuals Strategies to increase deducations for the 2025 income [...]

By |2025-06-05T13:24:26+10:00June 5th, 2025|Categories: Blog, Featured, Tax & Accounting|Tags: |

June 2025 News

'Wild' tax deduction attempts The ATO recently revealed some of the 'wild' work related expense tax claims people have tried to "put past" the ATO, including the following: A mechanic tried to claim an air fryer, microwave, two vacuum cleaners, a TV, gaming console and gaming accessories as work-related.  The claim was denied as [...]

In shaky times, investors should hold their nerve

By David Booth, Founder and Chairman, Dimensional Funds Advisors 3 Minute Read When markets feel as shaky as they do now in the US, it is normal to ask: Is this time different? After all, the S&P 500 Index is down some 4% already this year and there is considerable economic uncertainty. But anxious investors today [...]

By |2025-04-16T09:42:40+10:00April 16th, 2025|Categories: Blog, Featured, Financial Advice|Tags: |

February 2025 News

Our February news includes the latest info on CGT withholding, Division 7A myths, Study/training loans updates, SMSF annual return dates and more.  To view all February 2025 stories, please click on the thumbnail image below:  

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We currently have two roles available for talented and dedicated individuals. We invite you to view all details and apply on the links below, which will take you to Seek's website. Bookkeeper or Accountant - Tax & Business Services, Batemans Bay Client Services Administration - Batemans Bay If you have any questions regarding these roles, [...]

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