Resources

Tax Planning Tax Planning
AML compliance for accountants: Avoid fines, penalties, and practice risks under Tranche 2

AML/CTF compliance is complex, and navigating AUSTRAC’s guidelines can be confusing. This guide digs into…

Tax Planning Tax Planning
Tax Planning for Australian Accountants: What’s Changing in 2026

Accountants heading into the 2026 tax season are navigating a fundamentally changed landscape. Practices that…

Trust Distribution
Trust Distribution Hub

Your Trust Distribution process should start by reviewing the deed to determine whether an update is required, considering the relatively new changes.

Tax Planning
Tax Planning Hub

A strong Tax Planning strategy allows you to take your clients beyond just tax reduction and provide them with all the benefits of Tax Planning.

Tax Planning
Accountant’s Foundation: Professional Firm Profit (PFP)

PCG 2021/4 is a practical compliance guideline regarding the allocation of profits from professional firms, released by the ATO and in effect from 1st July 2022.

Tax Planning
Accountant’s Foundation: Div7A

From the 1st July 2024, the Australian Tax Office increased the interest rate on Div7A loans from 4.77% to 8.27%.

Tax Planning
Tax Planning Strategies – Navigate Beyond Just Tax Reduction

Tax planning strategies might seem like a luxury but a strong strategy allows you to make tax planning a process that helps your clients.

Tax Planning
Accountant’s Foundation: Section 100A

Section 100A is designed to put a cap on tax avoidance within the operation of trust taxation.

FBT
[GUIDE] FBT Hidden Liability

A guide with steps and instructions to help shield your Practice and your clients

FBT
2024 FBT Alert Areas

The ATO has an expectation that Accountants are helping to educate employers on FBT requirements so Accountants need to be up to date with FBT information.

Tax Planning
Accountant’s Foundation: Contemporaneous Records

In the ever-evolving world of tax compliance, keeping meticulous records isn’t just good practice—it’s becoming a necessity, especially with the Australian Taxation Office (ATO) now requiring contemporaneous records.

FBT
FBT 2024 Common Questions Answered

The ATO expects tax agents to engage their clients and, educate them on FBT requirements, here are some common questions from a recent webinar.