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Latest News

TAX Australia | Taxwise

How Much Tax Do I Need To Pay?

By Warren Kruger | January 21, 2019

We often receive phone calls from our Clients asking us whether they are being taxed correctly in their wages. If you are unsure whether you are being taxed correctly, the ATO has an online calculator where you can answer a series of questions relating to your wages which will determine what tax should be withheld […]

What is Medicare Levy | Taxwise Australia | 08 6216 4309

What is the Medicare Levy

By Warren Kruger | January 17, 2019

Quite often we are asked about the Medicare Levy. Common questions are “What is it?”, “Why do I have to pay it” and “Is there a way I can avoid paying it”. So we’ve broken it down for you below.  What is Medicare Levy? Australian Residents are entitled to Medicare benefits which is access to […]

Cryptocurrency and the ATO | Taxwise Australia | 08 6216 4309

Cryptocurrency and the ATO

By Warren Kruger | January 6, 2019

Have you dabbled in Cryptocurrency? Cryptocurrency, such as Bitcoin, is not considered money or foreign currency but in fact is an asset for capital gains tax purposes. If you have purchased and disposed of any Cryptocurrency, this will need to be declared in your income tax return as a capital event. Appropriate records to keep […]

new-year-goals

New Year Goals…

By Warren Kruger | January 2, 2019

With the festive season done and dusted for another year, you may find yourself motivated about getting your priorities right and looking at new year goals. If you’re working for yourself or simply just like to be organised for the end of financial year ahead, take this opportunity to de-clutter and organise that chaos! Here […]

Financial Institution Compensation | Taxwise Australia | 08 6216 4309

Consumers Compensated by Financial Institutions Still Need to Consider Tax

By Warren Kruger | December 15, 2018

With the ongoing financial services Royal Commission, and likely future cases brought before various courts for compensation — or indeed the present building of class action lawsuits on the back of various revelations to come out of the Royal Commission — the ATO has felt the need to run over the rules (as they stand) […]

Income Tax Investment | Taxwise Australia | 08 6216 4309

Investment Tax Issues You Need To Be Aware Of

By Warren Kruger | December 10, 2018

Investors must consider a range of tax laws dealing with income, assets and deductions. Even that term “income”, the meaning of which most of us would assume, can take on nuanced shades of meaning when considered regarding investment. For example, investment income earnings such as dividends and interest are typically considered ordinary income. Franking credits, […]

What’s New For Taxpayers

By Warren Kruger | August 19, 2015

Before you complete your tax return for 2015, there are some changes you should be aware of in case they affect you. Mature age worker tax offset You can no longer claim the Mature age worker tax offset (MAWTO) in your tax return. Previously, to be eligible for the offset you needed to be an […]

Travel between home and work and between workplaces

By Warren Kruger | September 2, 2015

While trips between home and work are generally considered private travel, you can claim deductions in some circumstances, as well as for some travel between two workplaces. If your travel was partly private and partly for work, you can only claim for the part related to your work.   What you can claim You can […]

Investment Property – Claiming Repairs and Maintenance Expenses

By Warren Kruger | September 9, 2015

Can you claim the cost of repairs you make before you rent out the property? You cannot claim the cost of repairing defects, damage or deterioration that existed when you obtained the property, even if you carried out these repairs to make the property suitable for renting. This is because these expenses relate to the […]

Gifts and donations

By Warren Kruger | November 4, 2015

You can only claim a tax deduction for gifts or donations to organisations that have the status of deductible gift recipients (DGRs).   Deductions for gifts are claimed by the person that makes the gift (the donor).   For you to claim a tax deduction for a gift, it must meet four conditions: The gift […]

Capital gains tax checklist

By Warren Kruger | November 11, 2015

  The following questions will help you to identify possible capital gains tax (CGT) obligations. If you answer ‘yes’ to any of these questions, CGT may apply. Some questions are intended to highlight the possibility of a capital gain or loss arising in the current year, others to alert you to the possibility of a […]

Tax on Super Contributions

By Warren Kruger | December 16, 2015

The tax you pay on your super contributions generally depends on whether the contributions were made before or after you paid income tax, you exceed the super contributions cap or you are a very high-income earner. Before-tax super contributions The super contributions you make before tax (concessional) are taxed at 15%. Types of before-tax contributions […]

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