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private use of work vehicles

ATO warning regarding private use of work vehicles and FBT

By Warren Kruger | October 20, 2025

Employers that supply work vehicles to their employees need to check how the work vehicles are used and whether any exemptions apply to determine if they attract fringe benefits tax (‘FBT’). FBT generally applies when a work vehicle is made available for private use, even if it is not actually used. Private use includes any […]

sole trader clients

Tips to help sole trader clients

By Warren Kruger | October 13, 2025

The ATO is seeing sole traders make mistakes in the following areas: not reporting all income — this includes income earned outside their business (like a ‘side hustle’), cash jobs, or payments in-kind/barter deals; overclaiming expenses — this includes claiming the portion of an expense related to personal use, or overstating the cost of goods […]

full shot man working as plumber min 1 1 scaled | Taxwise Australia | 08 6216 4309

Correctly dealing with rental property repairs

By Warren Kruger | October 9, 2025

Taxpayers who have had work done on their rental property should ensure the expense is categorised correctly to avoid errors when completing their tax return. A deduction for ‘repairs and maintenance’ expenses can be claimed for work done to remedy, or prevent defects, damage or deterioration from using the property to earn income. These expenses […]

Quarter Superannuation Guarantee

Reminder of September Quarter Superannuation Guarantee (‘SG’)

By Warren Kruger | October 6, 2025

Employers are reminded that employee super contributions for the quarter ending 30 September 2025 must be received by the relevant super funds by Tuesday, 28 October 2025. If the correct amount of SG is not paid by an employer on time, they will be liable to pay the SG charge, which (as noted above) includes […]

Employees incorrectly treated

Employees incorrectly treated as independent contractors

By Warren Kruger | October 3, 2025

The ATO is warning businesses that if they incorrectly treat an employee as an independent contractor, then they risk receiving penalties and charges, including: PAYG withholding penalty for failing to deduct tax from worker payments and send it to the ATO; Super guarantee charge (‘SGC’), which is more than the super that would have been […]

PAYGW reminders for activity statement lodgments

PAYGW reminders for activity statement lodgments

By Warren Kruger | September 3, 2025

The ATO will be sending certain employers a reminder to lodge their activity statements. The reminder will include the amounts the ATO has on record for them, such as: PAYG withheld amounts reported through Single Touch Payroll; and any other pre-filled amounts, including GST instalments and PAYG instalments (instalment amount option). The ATO’s reminders are […]

Avoiding common Division 7A errors

Avoiding common Division 7A errors

By Warren Kruger | March 21, 2024

Private company clients who receive payments, benefits or loans from their private companies need to ensure compliance with their additional tax obligations (which are often referred to as their  ‘Division 7A’ obligations). There are multiple ways in which business owners may access private company money, such as through salary and wages, dividends, or what are […]

Positive or Negative: Which investment strategy is right for you?

By Warren Kruger | July 1, 2017

When can a negative be beneficial? When it makes you money of course. When considering any good investment, be it property, shares or cash, the main aim is to generate a return in the form of income (sometimes called yield), a capital gain or a combination of the two. Some investment properties may have a […]

How to claim working from home expenses

How to claim working from home expenses

By Warren Kruger | April 5, 2024

Taxpayers who have been working from home this financial year, and who consequently incurred work-related expenses, have two ways to calculate their work from home deduction: the actual cost method; or the fixed rate method. Using the fixed rate method, taxpayers can claim a rate of 67 cents per hour worked at home. This amount […]

ATO Small Business Benchmark

Using the ATO’s Small Business Benchmark

By Warren Kruger | April 9, 2024

The ATO has updated its small business benchmarks for 2021-22. These benchmarks help taxpayers compare their business turnover and expenses with other small businesses in the same industry. Taxpayers can access the benchmarks on the ATO’s website, and then calculate their benchmark using the ATO app ‘Business performance check’ tool. For example, consider Deb who […]

lodgments of SMSF annual returns

Prepare for upcoming lodgments of SMSF annual returns

By Warren Kruger | April 16, 2024

SMSFs need to appoint an auditor no later than 45 days before they lodge their SMSF annual return (‘SAR’). In preparation for lodgment of the SAR, SMSF trustees also need to: complete a market valuation of all the SMSF’s assets; prepare the SMSF’s financial statements; and provide signed copies of documents to their auditor, so […]

Earning income for personal effort

Earning income for personal effort

By Warren Kruger | April 22, 2024

Taxpayers should remember that, if over half their income is from a contract for their personal effort or skills, then their income is classified as personal services income (‘PSI’). Taxpayers can receive PSI in almost any industry, trade or profession, e.g., as a financial professional, IT consultant, construction worker or medical practitioner. Taxpayers who earn […]

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