Navigating Penalties and Past Precedents: Lessons from the Legal Front Concluding our series, Navigating the Tax Tide, this webinar addresses the critical aspects of managing and mitigating penalties in interactions with the ATO. Learn from past decisions and understand the different impacts of tribunal rulings versus court decisions. We'll discuss strategies for dealing with challenging […]

"The Commissioner never uses the General Anti-Avoidance Rule in Part IVA on small businesses..." or does he? Recent cases suggest otherwise. Over the past year, the Commissioner has actively applied Part IVA in various scenarios involving small to medium enterprises (SMEs), including: Minerva Case: Applying Part IVA where a trustee makes a low-taxed beneficiary presently […]

How all accountants and financial professionals can start using (free) Artificial Intelligence to save time and improve accuracy Artificial Intelligence (AI) has well and truly arrived in the tax and accounting industry – think ChatGPT, Google’s Gemini or Microsoft’s CoPilot. In today's competitive landscape, accountants are constantly seeking ways to streamline processes, enhance client services, […]

For many clients, retirement is usually a trigger to seek advice about their finances. There is much to consider, particularly for SMSF trustees as they have new responsibilities and considerations when a member retires, such as setting up an investment strategy for retirement, transfer balance account reporting, pension planning and maximising exempt current pension income. […]

We are extremely pleased to introduce our Market Mastery Series, the new Institute of Financial Professionals Australia (IFPA) Monthly Investment/Economic Focussed Webinar Series, designed to provide you with insightful analysis and practical guidance in the ever-evolving world of finance and investment. Episode 2 Discussion Points: Is this the ‘big one’ – start of a major correction/crash? If […]