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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 […]

ATO Main Residence Exemption Tips

ATO’s Main Residence Exemption Tips

By Warren Kruger | July 3, 2024

The main residence exemption needs to be considered in a variety of situations when a taxpayer sells a property they have lived in. The ATO hopes that the following tips will help in this regard: Taxpayers should consider if they have started earning income from their home (in which case they may need to get […]

Family trust elections and interposed entity elections

Family trust elections and interposed entity elections

By Warren Kruger | July 9, 2024

Family trust distribution tax (‘FTDT’) is a special, 47%, tax sometimes payable by a trustee, director or partner. It applies when a trust has made a family trust election (‘FTE’), or an entity has made an interposed entity election (‘IEE’), and makes a distribution outside the ‘family group’ (as defined) of the specified individual in […]

Illegal early access to super, June 2024 Quarter Superannuation Guarantee

Reminder of June 2024 Quarter Superannuation Guarantee (‘SG’)

By Warren Kruger | July 5, 2024

  Employers are reminded that employee superannuation contributions for the 1 April 2024 to 30 June 2024 quarter must be received by the relevant super funds by 28 July 2024 (which is a Sunday), in order to avoid being liable to pay the SG charge. Notice of Medicare levy exemption data-matching program The ATO will […]

Taxpayers able to apply CGT small business concessions

Taxpayers able to apply CGT small business concessions

By Warren Kruger | July 19, 2024

The Administrative Appeals Tribunal (‘AAT’) recently held that a trust was entitled to apply the CGT small business concessions and, therefore, it could reduce a capital gain it made down to nil. In March 2015, a family trust entered into an agreement for the sale of its shares in a company for $3,500,000. In June […]

New lodgment obligation for income tax exempt organisations

New lodgment obligation for income tax exempt organisations

By Warren Kruger | July 16, 2024

Non-charitable not-for-profits (‘NFPs’) with an active ABN, including community service organisations, need to lodge an annual NFP self-review return to notify their eligibility for income tax exemption. To be eligible to self-assess as income tax exempt, the organisation’s main purpose must be a community service purpose. Any other purpose must be incidental, ancillary or secondary. […]

ATO may cancel inactive ABNs

ATO may cancel inactive ABNs

By Warren Kruger | July 12, 2024

The ATO regularly reviews, and sometimes cancels, inactive Australian Business Numbers (‘ABNs’). The ATO may review a taxpayer’s ABN if the taxpayer has not reported business activity in their tax return, or there are no signs of business activity in other lodgments or third-party information. If the ATO thinks a taxpayer is no longer using […]

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