Miscellaneous

ATO’s notice of government payments data-matching program

By Warren Kruger / November 11, 2024 / Comments Off on ATO’s notice of government payments data-matching program

The ATO will acquire government payments data from government entities which administer government programs for the 2024 to 2026 income years, matching data on government payments made to service providers against ATO records, including service provider identification details and payment transaction details. The ATO estimates that records relating to approximately 60,000 service providers will be […]

Deductions for financial advice fees

By Warren Kruger / November 8, 2024 / Comments Off on Deductions for financial advice fees

The ATO has provided guidance about when an individual not carrying on an investment business may be entitled to a deduction for fees paid for financial advice. An individual is entitled to a deduction for fees for financial advice to the extent that the loss or outgoing is incurred in gaining or producing assessable income, […]

Lodging and paying business activity statements (‘BASs’)

By Warren Kruger / November 7, 2024 / Comments Off on Lodging and paying business activity statements (‘BASs’)

The ATO is reminding taxpayers that it is important to lodge BASs and pay in full and on time to avoid penalties and interest charges. The BAS for the first quarter of 2024/25 is generally due on 28 October, but taxpayers may receive an extra: four weeks if they lodge through a registered tax or […]

ATO’s notices of data-matching programs

By Warren Kruger / October 18, 2024 / Comments Off on ATO’s notices of data-matching programs

The ATO will acquire officeholder data from  ASIC and other bodies for the 2024 to 2027 income years, including name, address, date of birth, ABN, contact details, organisation details and officeholder details. The ATO estimates that records relating to more than 11 million individuals will be obtained. The ATO will acquire property management data from […]

Valuing fund assets for SMSFs

By Warren Kruger / October 17, 2024 / Comments Off on Valuing fund assets for SMSFs

One of the many responsibilities SMSF trustees have every income year is valuing their fund’s assets at market value. The market value of an asset is the amount that a willing buyer and seller would agree to in an arm’s-length transaction.  These valuations will be used  when preparing the fund’s accounts, statements and SMSF annual […]

ATO security safeguards for victims of fraud recently enhanced

By Warren Kruger / October 16, 2024 / Comments Off on ATO security safeguards for victims of fraud recently enhanced

Where a taxpayer has been the victim of identity, tax or super fraud, the ATO may apply security safeguards to their account to prevent further harm.  This may require the impacted taxpayer to contact the ATO each time they need to access their information and cause inconvenience for the taxpayer as well as their tax […]

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