Client Alert

We have regular tax Client Alerts which are accessible here.

Tax Matters

We produce a regular newsletter called Tax Matters on a range of tax, superannuation and estate planning topics.

The most recent issues are available by clicking the links below.

Sort Order:
Select Practice Area:

Tax Matters: Special Bamford Edition June 2010
  Bamford Decision Impact Statement and Practice Statement

Practice Area(s): Tax Consulting, Tax / Revenue Litigation
Date: June 17, 2010
 
Tax Matters: Special Edition May 2010
  In This Issue:
- The silence is Deafening! Commissioner to issue Decision Impact Statement regarding Bamford.
- One Time Offer - Pay Roll Tax Rebate

Practice Area(s): Tax Consulting, Tax / Revenue Litigation
Date: May 27, 2010
 
Tax Matters: April 2010
  In this Issue:
- Offshore Income - Anything to Declare?
- Super Guarantee - is a company or trust invisible? - Roy Morgan Research Case
- Duties Act Amendments - Beware of Transfers from Super Funds
- Duties Act Amendments - So Many Changes, So Little time
- New Employee at N&S

Practice Area(s): Tax Consulting, Superannuation / Trusts Consulting and Deeds, Tax / Revenue Litigation
Date: April 28, 2010
 
Tax Matters: March 2010
  Tax - The crackdown on trusts continues - TR2009/D8
Transfer Duty - So close, yet so far for WA businesses
Fuelling the future - Fuel Tax Credits
Penalty shootout: the taxpayer or the agent

Practice Area(s): Tax Consulting, Tax / Revenue Litigation
Date: March 2, 2010
 
Tax Matters: November 2009
  - Employee Share Schemes - the ATO is coming!
- Employee Share Schemes - the proposed new laws
- High Net Worth Individuals Questionnaire
- One day my child this will be yours
- To Sell or Not to Sell? That is not the question - GST and Division 129

Practice Area(s): Tax Consulting, Superannuation / Trusts Consulting and Deeds, Estate and Business Succession Planning
Date: November 23, 2009
 
Tax Matter: August 2009
  Some rates drop in 2010 – some stay the same
The grass is not always greener on the other side –borrowing from overseas
Bam, Bam, Bamford - the impact on discretionary trusts
Tax Sharing Agreements & Tax Funding Agreements


Practice Area(s): Tax Consulting, Tax / Revenue Litigation
Date: August 11, 2009
 
Tax Matters: March 2009
  In this Issue
- Deceased Estates plain sailing or rough waters?
- Offshore tax arrangements under siege by the ATO!
- Employee share plans making the most of your remuneration in a recession.

Practice Area(s): Tax Consulting, Estate and Business Succession Planning, Commercial Law
Date: March 5, 2009
 
Tax Matters: January 2009
  In This Issue:
- Philanthropy, for everyone.
- Superannuation Guarantee - Don't Get Caught Out.
- Redundancy Payments - is the ATO out of touch?

Practice Area(s): Tax Consulting, Superannuation / Trusts Consulting and Deeds, Tax / Revenue Litigation
Date: January 14, 2009
 
Tax Matters: November 2008
  - Director Penalty Notices - the quick or the dead
- Tax Sharing Agreements - Protection against joint and several liability
- Stamp Duty - Hidden dangers in cancelling transactions

Practice Area(s): Tax Consulting
Date: November 26, 2008
 
Tax Matters: September 2008 - Special Edition
  Stamp Duty - Company Liquidations & Vesting of Unit Trusts

Practice Area(s): Superannuation / Trusts Consulting and Deeds, Tax / Revenue Litigation
Date: September 23, 2008
 
Tax Matters: September 2008
  Tax - Trust Distributions - Are they a sham?
Superannuation - Significant changes that are anything but ordinary
Stamp Duty - Entity restructuring - Opportunities Post 30 June 2008

Practice Area(s): Tax Consulting, Superannuation / Trusts Consulting and Deeds, Tax / Revenue Litigation
Date: September 14, 2008
 
Tax Matters: May 2008
  Corrective Action for Division 7A - Time is Running Out
Superfunds can now borrow - But be careful
Changes to the Wills Act 1970(WA) - Divorce revokes your Will

Practice Area(s): Superannuation / Trusts Consulting and Deeds, Estate and Business Succession Planning
Date: May 26, 2008
 
Tax Matters: December 2007
  Division 7A Loan Agreements - Essential Elements Required to be in writing. Employment Termination Payments. The CGT Small Business Concessions - Be Alive to Death.

Practice Area(s): Tax Consulting
Date: December 17, 2007
 
Tax Matters: August 2007
  The $2 Million Turnover Test - Small Businesses Tax Concessions Become More Accessible. Disposal of Small Business Assets - Non-Concessional $1 Million Super Contribution and Division 7A relaxed? Changes to the deemed dividend rules

Practice Area(s): Superannuation / Trusts Consulting and Deeds
Date: August 1, 2007
 
Tax Matters: May 2007
  Superannuation is Changing - is your SMSF deed ready?

Practice Area(s): Superannuation / Trusts Consulting and Deeds
Date: May 1, 2007
 
Tax Matters: April 2007
  Stamp Duty – Transfer of Property to and from Superannuation Funds

Date: April 1, 2007
 
Tax Matters: October 2006
  Small Business CGT Concessions; Asset Protection; Payment of Superannuation Death Benefits and Self Managed Superannuation

Practice Area(s): Superannuation / Trusts Consulting and Deeds
Date: October 1, 2006
 

 

To be added to our mailing list and to receive TAX matters directly, please complete and submit the form.

Title:
First Name * :
Last Name * :
Email * :
Company:
Street Address:
Telephone:
Comments/Topics of Particular Interest:
Please send me TAX matters * : Via Email
Via Mail