Keeping you informed - website notice

Section 45 of the of the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires registered tax practitioners to advise all current and prospective clients of the following: (a) That the TPB maintains a register of tax agents and BAS agents and how clients can access and search the register. (b) How clients can make a complaint about a tax agent service provided by a registered tax practitioner, including the TPB’s complaints process. (c) General information about the registered tax practitioner’s rights, responsibilities and obligations as tax agent or BAS agent, including to their clients, under the taxation laws (including the TASA), and what obligations their clients have to their registered tax practitioner. (d) Whether certain events have occurred within the last five years (but not before 1 July 2022). (e) Whether the registered tax practitioner’s registration as a tax agent or a BAS agent is subject to any conditions.

TEN TAX CHANGES TAKING EFFECT FROM 1 JULY 2025

The only constant about tax is change. Dr Adrian Raftery, principal of Mr Taxman and author of 101 Ways to Save Money on Your Tax - Legally! 2025-2026 edition (Wiley, May 2025, AU$32.95), provides us with some of the tax changes coming into play from 1 July 2025.

2025/26 fee schedule

Schedule of fees from 1 July 2025

7 SURPRISING THINGS YOU MAY BE ABLE TO CLAIM AS A TAX DEDUCTION 2024/25

30 June is rapidly approaching and it is time to do some urgent tax planning. Dr Adrian Raftery, principal of Mr Taxman and author of 101 Ways to Save Money on Your Tax - Legally! 2025-2026 edition (Wiley, May 2025, AU$32.95), provides some unusual deductions that you didn’t know you could claim for you and your business and maximise your tax refund (or reduce your tax bill) this year.

FIVE THINGS TO DO BEFORE 30 JUNE 2025

30 June is rapidly approaching and with every dollar counting during this cost of living crisis now is the time to do some urgent tax planning. Dr Adrian Raftery, principal of Mr Taxman and author of 101 Ways to Save Money on Your Tax - Legally! 2025-2026 edition (Wiley, May 2025, AU$32.95), gives some excellent tips for you to action and maximise your tax refund this year.

SEVEN MOST COMMON TAX MISTAKES (or 7 deadly sins!) for 2024/25

The new financial year will soon be here which comes with it the annual obligation to submit our income tax return by 31 October. For many of us, the process is as painful as having your teeth pulled but the rewards can be great. Dr Adrian Raftery, principal of Mr Taxman and author of 101 Ways to Save Money on Your Tax - Legally! 2025-2026 edition (Wiley, May 2025, AU$32.95), shares with us seven common mistakes to avoid when doing your tax this year.

START OF FINANCIAL YEAR TAX PLANNING 2025/26

Dr Adrian Raftery, principal of Mr Taxman and author of 101 Ways to Save Money on Your Tax - Legally! 2025-2026 edition (Wiley, May 2025, AU$32.95), shares with us excellent tips for you to action and maximise your tax refund next year.

TEN TAX TIPS FOR SMALL BUSINESS 2024/25

Small business entities (SBEs) have access to a range of concessions which not only help reduce their taxable income but are also designed to make tax administration easier. Dr Adrian Raftery, principal of Mr Taxman and author of 101 Ways to Save Money on Your Tax - Legally! 2025-2026 edition (Wiley, May 2025, AU$32.95), gives some excellent tips for small business owners to action and minimise your business’ tax bill this year.

TOP TEN TAX TIPS FOR RENTAL PROPERTY INVESTORS 2024/25

Over 2.27 million people claimed just more than $44.4 billion in rental deductions in their tax return last year. With June 30 rapidly approaching, it is time to do some urgent tax planning. Dr Adrian Raftery, principal of Mr Taxman and author of 101 Ways to Save Money on Your Tax - Legally! 2025-2026 edition (Wiley, May 2025, AU$32.95), gives some excellent tips for you to action and maximise your tax refund from your rental property this year.

TWELVE TAX TIPS FOR THE FAMILY OR INDIVIDUAL 2024/25

30 June is rapidly approaching and it is time to do some urgent tax planning. Dr Adrian Raftery, principal of Mr Taxman and author of 101 Ways to Save Money on Your Tax - Legally! 2025-2026 edition (Wiley, May 2025, AU$32.95), gives some excellent tips for you to action and maximise your tax refund this year.

101 Ways to Save Money on yout Tax - Legally!

15th Edition!!!! An essential money-saving resource for every Australian who pays tax – fully updated for the 2019-2020 tax year.

2022/23 fee schedule

Here are Mr Taxman's schedule of fees for the 2022/23 year

8 TAX CHANGES TAKING EFFECT FROM 1 JULY 2021

The only constant about tax is change. Dr Adrian Raftery, principal of Mr Taxman and author of 101 Ways to Save Money on Your Tax - Legally! 2021-2022 edition (Wiley, May 2021, AU$29.95), provides us with some of the tax changes coming into play from 1 July 2021.

START OF FINANCIAL YEAR TAX PLANNING 2021/22

Dr Adrian Raftery, principal of Mr Taxman and author of 101 Ways to Save Money on Your Tax - Legally! 2021-2022 edition (Wiley, May 2021, AU$29.95) shares with us excellent tips for you to action and maximise your tax refund next year.

TEN TAX TIPS FOR THE FAMILY OR INDIVIDUAL 2020/21

30 June is rapidly approaching and it is time to do some urgent tax planning. Dr Adrian Raftery, principal of Mr Taxman and author of 101 Ways to Save Money on Your Tax - Legally! 2021-2022 edition (Wiley, May 2021, AU$29.95), gives some excellent tips for you to action and maximise your tax refund this year.

TOP TEN TAX TIPS FOR RENTAL PROPERTY INVESTORS 2020/21

Over 2.21 million people claimed just under $50 billion in rental deductions in their tax return last year. With June 30 rapidly approaching, it is time to do some urgent tax planning. Dr Adrian Raftery, principal of Mr Taxman and author of 101 Ways to Save Money on Your Tax - Legally! 2021-2022 edition (Wiley, May 2021, AU$29.95), gives some excellent tips for you to action and maximise your tax refund from your rental property this year.

2021/22 fee schedule

SME Tax Time Webinars - 20 May or 25 May

Get EOFY ready with one of Australia’s leading tax experts and best-selling author Dr Adrian Raftery, otherwise known as Mr Taxman.

When will Private Health Funds issue your 2020 tax statement?

So you have your assessable income and allowable deductions all sorted out & want to lodge your return ASAP but your private health fund has slowed things up. So when will BUPA, AHM, Defence Health, Navy Health, CBHS, Westfund, HCF, Australian Unity, Medibank et.al have your tax statement for 30 June 2020 available?

START OF FINANCIAL YEAR TAX PLANNING 2020/21

Dr Adrian Raftery, principal of Mr Taxman and author of 101 Ways to Save Money on Your Tax - Legally! 2020-2021 edition (Wiley, May 2020, AU$25.95) shares with us excellent tips for you to action and maximise your tax refund next year.

Need help with your tax?

Take the stress out of tax time with one of Australia’s leading tax experts. Call Mr Taxman today on 1800 TAXMAN (1800 829 626) or drop an email to adrian@mrtaxman.com.au

JobKeeper subsidy might have to be extended to avoid ‘fiscal cliff’

Millions of Australians will face tough economic times in October when the JobKeeper subsidy ends according to experts, unless they get more support.

TEN TAX TIPS FOR THE FAMILY OR INDIVIDUAL 2019/20

30 June is rapidly approaching and it is time to do some urgent tax planning. Dr Adrian Raftery, principal of Mr Taxman and author of 101 Ways to Save Money on Your Tax - Legally! 2020-2021 edition (Wiley, May 2020, AU$25.95), gives some excellent tips for you to action and maximise your tax refund this year.

FIVE THINGS TO DO BEFORE 30 JUNE

30 June is rapidly approaching and with every dollar counting during this COVID-19 pandemic now is the time to do some urgent tax planning. Dr Adrian Raftery, principal of Mr Taxman and author of 101 Ways to Save Money on Your Tax - Legally! 2020-2021 edition (Wiley, May 2020, AU$25.95), gives some excellent tips for you to action and maximise your tax refund this year.

2020/21 fee schedule

If you would like one of Australia's leading tax experts and author of top-selling 101 Ways to Save Money on Your Tax - Legally!, then please be advised that my schedule of fees is as follows:

A COVID-19 TIP FROM MR TAXMAN #15

How to code your Cash Flow Boost Payments

Research confirms adviser exit fears

A poll of ifa readers has indicated the vast majority of advisers plan to exit the industry after the introduction of FASEA’s mandatory education standards, dwarfing previous predictions.

New superannuation rules continue to confuse in rollout phase: Are business owners seeking the advice they need in time?

Accounting experts have raised concerns business owners and individuals still have their heads in the sand over new superannuation rules, as accountants report chaos in determining how the new system applies to their clients.

Don’t let the ATO scare you off work deductions

The Australian Taxation Office has been criticised for targeting regular hard-working Australians instead of multinational corporations, but an expert says taxpayers should not be deterred from claiming everything they are entitled to.

START OF FINANCIAL YEAR TAX PLANNING

The new financial year is here which comes which comes with it the annual obligation to submit our income tax return by 31 October. Like most, you are probably in a mad panic trying to find your receipts to scrap together in a futile attempt to boost your refund (or worse reduce your payable) with some last-minute claims. For others, 1 July brings around a new sense of hope with a whole year to get our tax planning right in 2017/18.

Tax return 2017: Mistakes to avoid this financial year

STUPIDITY, carelessness, greed, arrogance, forgetfulness, dishonesty and laziness. Most of us are guilty of some, or all, of these qualities at some stage and we probably don’t even know it. But when it comes to tax time, it’s best to avoid all of them because committing just one of these sins can land you in a heap of hot water.

Deakin professor slams advisers for ‘laughable’ education excuse

A Deakin University associate professor has criticised financial advisers who say they cannot afford a university degree, calling it a “laughable” excuse

101 Ways to Save Money on Your Tax Legally

101 Ways to Save Money on Your Tax – Legally! is the Australian taxpayer’s essential guide to maximising returns. Comprehensively updated for 2017-2018, this indispensable resource explains all of the changes to the May 2017 budget to help you pay what you owe and not a penny more. You’ll find answers to common questions, tax traps to avoid and plenty of tips from Mr. Taxman himself that can save you hundreds or even thousands of dollars!

Super changes push more to family trusts

With dramatic changes to superannuation just 10 weeks away, family trusts are becoming more popular as the "next best" investment vehicle for those who have more to invest than the new super rules will allow. Financial advisers note a marked increase in clients wanting to set one up, either dismayed by how little they'll be able to get into super after July 1 or fed up with government changes to retirement savings.

SEVEN MOST COMMON TAX MISTAKES (or seven deadly sins!)

The new financial year will soon be here which comes with it the annual obligation to submit our income tax return by 31 October. For many of us, the process is as painful as having your teeth pulled but the rewards can be great. Dr Adrian Raftery, an Associate Professor at Deakin University and author of 101 Ways to Save Money on Your Tax - Legally! 2017-2018 edition (Wiley, June 2017, AU$25.95) shares with us seven common mistakes to avoid when doing your tax this year.

Setting financial goals and sticking to them

According to Adrian Raftery, course director of Financial Planning at Deakin University, there are six golden rules to follow when setting financial goals.

VALENTINES DAY, WHEN MATTERS OF THE WALLET AND MATTERS OF THE HEART COLLIDE

When it comes to romantic gestures this Valentine’s Day getting your financial house in order could be just as much a symbol of love as flowers and chocolates, according to a Deakin University financial planning expert.

TEN GREAT NEW YEAR’S MONEY RESOLUTIONS

The new year is a great time to get serious about your finances according to Deakin University’s financial planning Associate Professor Adrian Raftery.

Final countdown to avoid a tax hit

TAX time ends one week from today and people yet to lodge their return are being urged to act now to avoid hefty penalties and interest charges.

First home buyers are flocking to risky interest-only mortgages

A leading financial services expert has described the rise in interest-only mortgages among first home buyers as “disturbing” and likely to trigger higher loan defaults in the future.

Super, mortgage, small business benefits: How to get more money from your tax refund in 2016

THEY say there are only two certainties in life — deaths and taxes. But when it comes to tax time, some things may be less certain and you can’t always bank on a refund.

TEN TAX TIPS FOR THE FAMILY OR INDIVIDUAL 2015/16

30 June is rapidly approaching and it is time to do some urgent tax planning. Dr Adrian Raftery, a senior lecturer in tax, financial planning and superannuation at Deakin University and author of 101 Ways to Save Money on Your Tax - Legally! 2016-2017 edition (Wrightbooks, June 2016, AU$24.95), gives some excellent tips for you to action and maximise your tax refund this year.

Today Show - Australia's unwanted cash

It's been revealed Australians have more than half a billion dollars in unclaimed cash just lying around and some of it could be yours. Tax and finance expert, Dr Adrian Raftery chats to TODAY about what you can do to get your hands on

Today Show - Exclusive Tax Tips

Are you missing out on money you're entitled to? The good news is most of you are and now it's tax time, it's easy to get back. Well Mr taxman Adrian Raftery joins TODAY with your tax return S.O.S.

Don’t get caught out by capital gains tax

CAPITAL gains tax is one of the most confusing and painful payments to hit your personal finances.

Ten Tax Tips for the Family or Individual 2014/15

30 June is rapidly approaching and it is time to do some urgent tax planning. Dr Adrian Raftery, a senior lecturer in tax, financial planning and superannuation at Deakin University and author of 101 Ways to Save Money on Your Tax - Legally! 2015-2016 edition (Wrightbooks, June 2015, AU$24.95), gives some excellent tips for you to action and maximise your tax refund this year.

Shark Tank judge and Red Balloon founder Naomi Simson’s tips for tax time

THE end of the financial year is fast approaching, and it’s time to take advantage of available deductions and other tax-related benefits while you still can.

Five federal budget takeaways

The government promised a 'boring' second budget, but there were still a couple of surprises in last night's announcement for Australia's investors.

Transfer pricing rules the ‘core’ of the problem: Deakin tax expert

A Deakin University tax expert has called on the Government to strengthen existing double tax treaty agreements to curtail the practice of foreign companies siphoning untaxed profits from Australia.

Raftery Back to School Tips for 2015

Deakin’s financial planning expert shares back to school savings tips

Essential accounting tips for small business owners

When starting up a new business, it's easy to get caught up in the marketing and sales aspects of the operation. Yet it's important to implement an organized accounting system right from the start, both to keep finances in line and to minimize confusion when tax deadlines roll around.

Ten tax changes taking effect 1 July 2014

The only constant about tax is change. Dr Adrian Raftery, a senior lecturer at Deakin University and author of 101 Ways to Save Money on Your Tax - Legally! 2014-2015 edition (Wrightbooks, June 2014, AU$24.95), provides us with some of the tax changes coming into play from 1 July 2014.

Nine tax tips for rental property investors

Over 1.88 million people claimed more than $41.8 billion in rental deductions in their tax return last year. With June 30 rapidly approaching, it is time to do some urgent tax planning. Here are some excellent tips from Dr Adrian Raftery, a senior lecturer at Deakin University and author of 101 Ways to Save Money on Your Tax - Legally! 2014-2015 edition (Wrightbooks, June 2014, AU$24.95), for you to action and maximise your tax refund from your rental property this year.

2014/15 fee schedule

If you would like one of Australia's leading tax experts and author of top-selling 101 Ways to Save Money on Your Tax - Legally!, then please be advised that my schedule of fees is as follows:

Little known ways to reduce capital gains tax on your investment property

Renting out your property can be a great way to earn some extra income, but there are tax implications that it's important to be aware of before you put your home on the market. The most significant of these is the capital gains tax, or CGT, that you must pay upon the eventual sale of your investment property. However, by taking a closer look at how the CGT is calculated, you may find an exemption that you qualify for. There are certain exemptions allowed by the Australian Taxation Office, including those who rent out their primary residence.

Ten Tax Tips for Rental Property Owners

Over 1.8 million people claimed more than $38.5 billion in rental deductions in their tax return last year. With June 30 rapidly approaching, it is time to do some urgent tax planning. Here are some excellent tips from Adrian Raftery, author of 101 Ways to Save Money on Your Tax - Legally! 2013-14 edition (Wrightbooks, June 2013, AU$24.95), for you to action and maximise your tax refund from your rental property this year.

2013/14 fee schedule

If you would like one of Australia's leading tax experts and author of top-selling 101 Ways to Save Money on Your Tax - Legally!, then please be advised that my schedule of fees is as follows:

ATO compliance update for self-managed superannuation funds

Transcript of a speech made by Alison Lendon, the Deputy Commissioner of Superannuation to the 2013 SPAA SMSF National Conference, on 15 February 2013 in Melbourne.

ATO helping flood affected areas

Tax help and support is in place to help people affected by the recent Queensland and New South Wales floods.

Beware of phishing scam email from "ATO"

The Australian Taxation Office (ATO) have issued a warning of a new phishing scam: 'Tax Agent Report - Delayed Tax Returns' email which contains malware. Do not open this email as it is not from the ATO.

SMSF auditor registration guidance issued

The Australian Securities & Investment Commission (ASIC) yesterday released guidance to assist auditors of self managed superannuation funds (SMSF) register with ASIC. The guidance has been issued ahead of a new registration scheme for auditors to commence on 31 January 2013 as part of the Federal Government’s ‘Stronger Super’ reforms.

Superannuation CGT & auditor bills passed

On 22 November 2012, Superannuation Laws Amendment (Capital Gains Tax Relief and Other Efficiency Measures) Bill 2012 and the Superannuation Auditor Registration Imposition Bill 2012 were passed by the Senate without amendment.

Competency standards for SMSF auditors?

ASIC has released a consultation paper Competency standards for auditors of self-managed superannuation funds (CP 192) on the proposed self-managed super fund (SMSF) auditor competency standards.

Want to trade shares, options, futures, CFDs or Forex yourself?

Mr Taxman has arranged with executing and clearing company Halifax Investment Services Ltd the opportunity for you to trade in stocks, options, foreign exchange, Contracts for Difference, as well as Futures in Australian, American, European and Asian markets. Halifax have a 24 hour dealing and adminstrative support desk.

Received your tax refund yet?

According to the latest ATO Progress Report 10 there have been 4.37 million lucky taxpayers since 1 July 2011 who have received refunds totalling $10.24 billion. That is an average tax refund of $2,367!! For those that have been fortunate enough to receive it, Mr Taxman gives us ten smart places to use your refund.