Rogers Lean September 2019 Monthly Newsletter

Property developers often feel the gaze of the ATO on their activities, so we look at what could be getting its attention. Still on residences, we look at some little known facts about the CGT exemption that generally, but not always, applies to inherited homes.

Also dealt with is the tax that children’s savings accounts attracts, […]

October 2nd, 2019|

Rogers Lean August 2019 Monthly Newsletter

Heading overseas for that trip of a lifetime? There could be a few simple steps you can take to ensure all is in order tax-wise, both while you’re away and after you return.

We also look at trust distribution resolutions, whether your backyard projects are considered a business or a hobby by the taxman, and simple […]

August 6th, 2019|

Rogers Lean July 2019 Newsletter

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When a loan is paid out early, it can sometimes trigger a penalty interest charge. There are circumstances where this charge can be tax deductible, but also many instances where this is not the case. A new tax ruling teases out the likely outcomes.

This new income year is […]

July 1st, 2019|

Rogers Lean June 2019 Newsletter

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With Tax Time 2019 just around the corner, we run over the sort of substantiation that the ATO expects for work-related deductions that taxpayers claim. We also look at Taxable Payments Annual Reports, and the new industries that these cover starting this year.

Also this month we cover the […]

June 3rd, 2019|

Rogers Lean May 2019 Newsletter

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To claim a GST credit, a business is generally required to hold a valid tax invoice. However there can arise certain circumstances where an alternative document can be used.

There have been changes made to the director penalty regime, which may mean tighter diligence is needed to stay out […]

May 1st, 2019|

Rogers Lean April 2019 Newsletter

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Working from home, while always an option, has become more viable as technology has developed to enhance connectivity. The ATO is fully on-board with regard to work-related deductions for working from home, but of course has set certain parameters for making claims.

Business success can pivot […]

April 1st, 2019|

Rogers Lean March 2019 Newsletter

This month’s newsletter covers:

Same Business Test to be replaced by Similar Business Test
Tax deductibility for non-complying payments to be removed
New consumer rules for GST and online purchases
Rental travel expenses mostly off the table; and
When valuations of property are important for tax

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February 28th, 2019|

Rogers Lean February 2019 Newsletter

This month’s newsletter covers the following topics:

Tax Incentives for Angel Investors
A Guide to making Motor Vehicle Expense Claims
ATO looking for Personal Services Income diverted to SMSF’s, and:
Travel expenses and itinerant workers

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February 4th, 2019|

Rogers Lean December 2018 Newsletter

This month’s newsletter covers some relevant topics, such as:

Do you need an agreement with your business partner?
ATO Taxpayer Alerts, what is their purpose?
Investment Tax Issues you need to be aware of, and:
Received compensation from the banks because of the Royal Commission?  Keep these tax considerations in mind.

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December 3rd, 2018|

Rogers Lean November 2018 Newsletter

This month’s client newsletter covers:

FBT check-up;
How much do you need to retire?;
Work Christmas Parties & Tax;
Renting out part or all of your home; and
Carrying on a business through your SMSF

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November 1st, 2018|