In the Media

Press publications and media appearances featuring Dr. Adrian Raftery.

25 May 2026

Smart property investors stand to gain $250k tax advantage

New analysis finds investors buying new properties after the 2026 Federal Budget reforms could save $250,000 in tax over 10 years versus established properties. The Budget’s tax changes heavily favour new housing, with qualifying new builds retaining negative gearing, stronger depreciation and the 50% CGT discount. Property and tax specialists say the reforms could shift investment into new housing, intensifying competition with first-home buyers and pushing up prices.

20 May 2026

New tax rules to cost property investors $250,000 for wrong choice

Property investors now have hundreds of thousands of reasons to target new homes, our analysis of taxes has found.

23 Apr 2026

A super way to grab a $100,000 tax deduction

Superannuation can deliver some huge tax refunds for workers and experts say now is the time to start planning for tax time.

20 Apr 2026

Tax tips: Adrian Raftery shares 10 ways you can increase your return in 2026

New rules and overlooked deductions could dramatically boost your refund if you know the right strategies.

16 Apr 2026

Superannuation tricks that can slash your tax bill this year

Superannuation tricks can save you thousands of dollars in tax this financial year, but you need to act fast.

08 Apr 2026

Property investors brace for tax hit from new CGT discount rate and negative gearing cap

A higher effective CGT rate for housing investors coupled with a limit on negatively geared properties now look likely in the budget.

19 Mar 2026

VAFA Board Update

VAFA is pleased to announce the appointment of Adrian Raftery, Richard Smith and Sharon Read as Directors on the VAFA Board.

24 Feb 2026

Tax tips from Mr. Taxman

In this episode of Investing Compass, we run through a few tips from Adrian Raftery’s book.

15 Jan 2026

Property investors who rent risk missing out on a huge tax break

Tax is a major factor to consider when weighing up whether to own a home or invest in property.

05 Jan 2026

Your guide to this year’s tax changes and how to boost your refund

Want a bigger tax refund? Here’s why it pays to act now and know the rule changes affecting workers, investors and super.

30 Nov 2025

Fond Farewell and Warmest Welcomes

The board of Darts Australia bid a fond farewell to retiring Director Judy Taylor and welcomed three new Directors who were successfully appointed from a strong field of applications.

12 Nov 2025

13 ways to save money on your tax - legally

Helpful tips and strategies to reduce your tax bill.

21 Oct 2025

Future Focus: Most surprising tax rules in 2025–2026

Mr. Taxman, Adrian Raftery, listed 101 tax rules—these are the ones that jumped out at me.

12 Sept 2025

Tax changes that could transform Australians’ financial future

The tax system is in urgent need of simplification, but leading accountants warn governments worry too much about winning popularity contents and lack the rigour needed for reform.

14 Aug 2025

Tax refund time: Common deductions people forget to claim

Outdoor workers can claim a tax deduction for sunscreen if they have receipts, and remember to apply it.

08 July 2025

The winners and losers from new superannuation rules

Superannuation rule changes are confusing and happen too often for most Australians who simply want certainty.

04 July 2025

New taxes, new handouts amid new rules for superannuation

Superannuation rule changes are confusing and happen too often for most Australians who simply want certainty.

27 June 2025

Tax deduction tips: act quickly to get in before financial year ends

It’s the end of the financial year on Monday, so it’s now-or-never if you want to boost this year’s tax refund.

13 June 2025

Property, shares and other assets can benefit from smart moves now

It’s make-or-break time for Australian investors to fire up some strategies that can deliver both short-term and long-term financial windfalls.

10 June 2025

The easy way to boost your super (and get a $44,400 tax break)

Anyone with less than $500,000 in superannuation can claim an easy tax deduction of as much as $44,400 before June 30, but that is just one of the many reasons people should review their super plan before the end of the financial year.

10 June 2025

These 4 deductions could cut your tax by $121,400

05 June 2025

Tax deductions should be a focus for donors ahead of June 30

Charities are firing up campaigns to attract end-of-financial-year donations, but millions of generous Australians appear to miss out on the tax benefits of giving.

21 May 2025

Could your tax refund be at risk? ATO issues urgent alert as hackers steal $14,000

Tax time is stressful enough without the added worry of cybercriminals making off with your hard-earned refund.

20 May 2025

ATO warning as hackers steal $14,000 in tax returns: ‘Be wary’

The Australian Taxation Office (ATO) is assuring Aussies that its systems are “secure, resilient and have not been compromised”. A number of taxpayers have come forward sharing their accounts have been hijacked and bogus tax returns have been made in their name.

18 May 2025

Hackers targeting ATO tax refunds using stolen identities

Hackers are harvesting potentially thousands of bogus tax returns as they exploit ongoing security weaknesses in the Australian Taxation Office’s online portal and the commonwealth’s myGov system.

14 May 2025

How tax deductions for work-related expenses may be bad for some

Millions of workers hoping to grab Labor’s new $1000 “instant” tax deduction will be waiting a while, and even when it arrives it could prove costly for many people.

14 May 2025

Tax time 2025: Does the ATO have a target on your back this year?

Work-related and working-from-home tax deductions are a key focus for the Australian Taxation Office this year as some of the nation’s 15 million taxpayers test the ATO’s patience with silly claims.

29 Oct 2024

Tax deductions: 10 of the biggest that many Aussies overlook

Hundreds of millions of dollars go begging each year in forgotten tax deductions, but some can be recovered. See our top 10 list.

28 Sept 2024

Thousands expected in Fremantle for AFL Masters National Carnival this weekend

The port city is gearing up to welcome thousands of players and families this week as WA’s largest amateur AFL carnival kicks off on Sunday.

27 June 2024

Here’s How Much It Really Costs To Win A Car, If You’re Sad You Didn’t Win Mr Beast’s Giveaway

The world’s most popular YouTuber Mr Beast touched down in Australia this week to giveaway some cars and promote his new chocolate brand, but what exactly happens if you were lucky enough to win the coveted Lamborghini?

14 June 2024

Tax deduction tips to follow now if you want a richer refund

Whether you’re an employee or self-employed, acting before June 30 can deliver a financial windfall within months. Here’s how.

21 Jan 2024

Salary packaging savings boosted by electric vehicle rule changes

Salary packaging to save money is experiencing a renaissance as government policies around electric vehicles push extra cash into peoples’ pockets.

14 Jan 2024

Smart timing can get almost $900,000 into your super this year

Selling a house or received a windfall? Here’s how to add some spark to your retirement savings.

28 Sept 2023

AFL Grand Final 2023: ATO crackdown on sports media cash-in-hand jobs

Footy stars accepting “cash-in-hand” payments for media appearances will be watched closely this AFL grand final week as the tax watchdog vows to crackdown on the controversial practice.

14 June 2023

Donations and tax deductions: how to improve your ATO refund

Peak period for donations is here, but many generous Australians make mistakes that reduce the impact of their generosity.

02 June 2023

Stop outsourcing, says former EY partner Jim Birch

It’s a loud and clear wakeup call when in light of the PwC Australia tax leak scandal a former “big four” partner thinks the government needs to stop outsourcing so many big decisions to the big accounting firms.

20 Feb 2023

Tax deductions for 2023: why your action should start now

Thousands of extra tax refund dollars can be generated by people who perform a few financial tricks now, rather than wait until the traditional end-of-financial-year rush.

18 July 2022

Tax deductions take a walk on the weird side: what you should know

Some truly strange tax deductions are available to Australians, yet people still push boundaries beyond the realms of weirdness.

01 July 2022

Start your tax planning now to maximise deductions

Don’t make the mistake of leaving major tax-deductible purchases to the end of the financial year – the time to act is now, experts say.

24 June 2022

Donations deductions: don’t get caught out by tax trap

A late-June donations drive is under way and generous Australians can boost their tax refund, but traps are lurking.

16 May 2022

ATO releases tax time hit list for its 2022 priorities

The tax deductions and dodgy records to be closely watched by the Australian Taxation Office this year have been unveiled.

06 Apr 2022

Is it time for the decade-old tax free threshold to get bumped up?

Income tax doesn't apply for amounts earned under $18,200, and it has been that way for nearly a decade.

15 Mar 2022

SMSF borrowing is 'thriving', but why the sudden popularity?

The value of SMSF loans has increased by about 50% in four years, up from $41 billion in 2017 to $65.8 billion in 2021.

12 Mar 2022

‘Age is just a number’: the women inspired by AFLW to take up footy later in life

The league, now in its sixth season, is not just inspiring young girls but women into their 40s too

18 Dec 2021

'Hybrid holidays' the way to extend your summer break

Two trends might converge this summer to keep Australians up or down the coast longer than usual.

04 Nov 2021

Experts warn about crypto pitfalls at tax time

With CBA now offering trading of cryptocurrency, tax experts are urging Australians to learn how this will impact their tax return.

25 Oct 2021

As ATO deadline looms, there are many ways to max your tax

Landing a large tax refund usually requires many months of planning, but it’s worth the effort. Here’s what to do now.

20 Oct 2021

Self Managed Super Funds - Pros and Cons

Do the benefits of having a self-managed super fund outweigh the costs and risks?

02 Aug 2021

ATO’s fresh tax focus on property investor deductions and income

Real estate investors often get windfall gains at tax time, and are being watched more closely by the Australian Taxation Office.

09 June 2021

Unusual work from home expense you can claim a tax deduction for

Many Australians have spent a lot of money setting up their home offices and there are some surprising items you can claim on tax.

01 June 2021

Stiff ATO penalties for failure to declare crypto profits

Those who hold cryptocurrencies, such as bitcoin, as an investment are likely to receive a “please explain” from the Australian Taxation Office if they fail to declare when they are sold at a profit.

31 May 2021

ATO refunds: Five tips for bigger personal tax deductions

The tax man will be looking closely at deductions this year, but there are several key way Aussies can boost their refunds.

30 May 2021

How to claim your ‘work from home’ expenses in this year’s tax return

Working from home has been great for some but claiming your expenses can be confusing. Here’s one pitfall you should avoid.

27 May 2021

Revealed: 9 types of Aussies on ATO’s hit list this year

Rental property owners, gig economy workers and people trying to claim too much in work-from-home expenses will come under the Australian Taxation Office’s spotlight this year, a tax expert has revealed.

25 May 2021

Superannuation changes cause a July cut in take-home pay for many workers

Workers across Australia face a surprise pay cut when compulsory employer superannuation payments rise from 9.5 to 10 per cent of wages on July 1.

28 Apr 2021

Shape up: why small business owners need to talk tax now

Small business owners are heading towards one of their most confusing tax times ever, and are being urged to get organised and get advice before it’s too late.

05 Apr 2021

ATO tax deductions missed and costing Australians refund windfalls

Billions of dollars in tax deductions are likely to be missed this year as employees, sole traders and other business owners fail to claim enough work-related kilometres they drive.

17 Mar 2021

ATO crackdown on undeclared bitcoin, cryptocurrency gains

Bitcoin traders may be in for a shock, with thousands already issued with please-explain letters.

22 Feb 2021

20 experts share their top money tip

Canstar asked 20 experts to share the one money lesson they think everyone should know. Here’s what they had to say.

21 Jan 2021

10 Biggest cricket fans around the world

The game of cricket has had many admirers around the world. The sport is followed like crazy and has equally mad supporters. The passion for the sport is well established when we see these fans going to the net level to shower love to their favourite player or the nation. These fans have not been restricted by money, boundaries or any personal barriers, they have sacrificed their pleasures to show the fondness they have for the game. You may call them insane but they are equally loved and blessed by fans around the world. Here is a list of 10 most famous superfans of cricketers.

11 Dec 2020

Vale FASEA, the little regulator that never stood a chance

The brief and troubled life of Australia's Financial Adviser Standards and Ethics Authority.

30 Oct 2020

How to beat the ATO’s October 31 deadline for tax returns

Running late with your tax? You could get slugged financially if you miss the deadline unless you make a few simple moves.

13 Oct 2020

Granny flat boost piques interest but lacks detail

Tax experts have welcomed a capital gains tax exemption for homeowners with granny flats where a written agreement with the occupants exists.

09 Oct 2020

How the budget can grow your small business

Tech company founder Leica Ison says the proposals will help her expand into the UK and Europe.

28 Sept 2020

Independent? What?

Section 923A (s923A) of the Corporations Act 2001 restricts the use of certain words, including ‘independent’ and other terms of like import. It provides this restriction in the context of how business was done in 2001. While time, technology and how we do business has since moved on, this section has largely remained unchanged and has created a regulatory black hole. Unfortunately, some of the most unscrupulous practitioners have moved into this black hole for their commercial gain.

19 Sept 2020

Wealth transfer: how to beat tax traps

Experts provide tips on how to ensure your beneficiaries get the most from your home and assets.

18 Sept 2020

City buyers snap up holiday homes as pandemic panacea

Holiday homes have always been questionable as investments, with risks heightened during a downturn often outweighing the returns.

16 Sept 2020

What you should know before starting a second job

Around a million Australians were working a second job before the pandemic hit. While that number reportedly has fallen by almost 20% since March as jobs dried up, many workers are still relying on multiple jobs in order to make ends meet. If you have more than one job, here's what you need to know.

26 July 2020

How to get your tax return right as Australian Taxation Office technology traps cheats

Errors on your 2020 tax return – either accidental or deliberate – can result in painful consequences. Here’s how to get it right the first time and avoid a stressful audit.

15 July 2020

Seven deadly tax sins that could sink your hopes of a return

Tax time can be painful or highly anticipated. Dr Adrian Raftery outlines the traps and tricks.

10 July 2020

How To Squeeze The Most Money Out Of Your Tax Return Without Being Dodgy

It’s officially tax time again, fellow taxpayers, which means we can expect an onslaught of Aussies seething as they watch their mates cop a small fortune while they’re left with pennies.

10 July 2020

Millions to score bigger tax refunds

Australians can expect a bigger tax return this financial year due to a combination of lower taxable incomes and higher claims for work-related expenses, tax experts have said.

07 July 2020

If GST gets raised to 12.5%, should stamp duty get axed?

There have been fresh calls for the GST to be raised, but some experts are saying now's a good time to review other unpopular taxes like stamp duty.

01 July 2020

Tax time for some small business is an opportunity for future growth

When Hayley Stephens and Robert Fagan began planning the launch of their e-commerce business in January, a global pandemic was not on their radar. Ms Stephens and her brother-in-law Mr Fagan joined forces to create Beechville Lane – an online baby and new mum gift hamper business featuring iconic Australian brands.

28 June 2020

EOFY: Property tax tips for 2020 plus when to avoid the ‘lazy’ work from home shortcut

Unprecedented numbers of us have had to work from home this year and for many, navigating what to claim as allowable tax deductions is perplexing. Moreover, any resultant tax refund is especially important for those who have had their hours reduced, pay rate slashed or lost their jobs altogether and need this money now more than ever.

24 June 2020

Fight for every dollar of your tax refund, says tax expert

Every dollar counts right now so don't be afraid to fight for what you're entitled to when it comes to your deductions, says tax expert Dr Adrian Raftery.

23 June 2020

You have one week to ensure a bigger tax refund

While many savvy retailers are great at tricking people into spending money at this time of year purely to get a tax deduction, there are genuine ways to spend for a better tax refund.

22 June 2020

Can you access your superannuation early to boost your home deposit?

Banks are taking very different approaches when it comes to first-home buyers using super withdrawn under the government’s COVID-19 hardship provisions as part of their deposit.

19 June 2020

Preparing your SME tax return in the wake of COVID-19

Instant asset write offs, fringe benefits, single touch payroll…there’s a lot of jargon out there when it comes time to prepare your small business tax return.

19 June 2020

Tax Leap Years - How can I avoid an unexpected tax bill?

If your first fortnightly pay of the new financial year is on 1 July, you could have a 27th pay period, so how do you avoid a tax bill next financial year?

18 June 2020

Robodebt victims could face second round of pain – tax bills on refunds

ATO refuses to answer whether $720m worth of Centrelink refunds will be treated as taxable income

15 June 2020

What to know about your 2020 tax returns when working from home

With an onslaught of extra people working from home thanks to COVID-19, tax-time in 2020 could look a little different from previous years.

13 June 2020

Mind Your Own Retirement Episode 50

It’s episode 50 of Mind Your Own Retirement with your effervescent host and the holder of Australia’s favourite pipes, John Deeks.

12 June 2020

Maximise your tax deductions

Every dollar counts, so make sure you are fully compensated for having to work from home

12 June 2020

'The property investment party is over'

Like many landlords, Cleo Glyde always believed property investing was a reliable way to make money – it's stable, simple and it comes with hefty tax breaks. Now she's not so sure.

06 June 2020

Tax strategies that count the cost of COVID-19 and recession

Traditional office-related expenses for will be supplanted by claims from business owners and their employees working from home offices.

05 June 2020

Max your tax return: 5 things you should do before 30 June

The 2020 fiscal year officially ends on 30 June, and the months of July through to October mark tax season. But before the next financial year begins, there are a few things you should sort out to maximise your tax refund, according to tax expert Adrian Raftery. Here are some things you should do before the month is up

05 June 2020

What’s the going tooth fairy rate?

When you were a kid there was always a doofus in the playground who claimed their mum gave them $20 when they lost a tooth, which seemed hard to believe. So what’s the going tooth fairy rate these days?

03 June 2020

Mt Martha dad creates ultimate iso backyard with cricket pitch

This accountant by trade and father of two batted above his average creating a cricket pitch and soccer field in his yard — and he says if he could do it, so could other sports-mad families.

20 May 2020

One third of Australians can expect about a bigger tax return this year because of COVID-19

More than 30 per cent of Australian tax payers expect to get a bigger tax refund this year either because of an increase in work related expenses or a lower income. With the end of financial year just around the corner, tax expert Mr Taxman Adrian Raftery reveals exactly what Aussies are entitled to.

18 May 2020

Business tax and regulations pile more onto owners’ plates

Red tape, workplace worries and tax concerns are adding to the stress of small business owners as they struggle to reopen or rebuild their trade. Here are the top tips for tax time.

10 May 2020

JobKeeper payment: What Australians must know

Employers began receiving JobKeeper payments from the Federal Government last week and are passing it on to their workers, but many employees are still confused about how the scheme works.

28 Apr 2020

'Lifesaver': 3 bosses on how JobKeeper has kept their business afloat

Businesses are gearing up for the first payments of the government’s $1,500 wage subsidy which will start flowing from the first week of May, to the relief of many employers and employees across the nation.

22 Apr 2020

Landlords line up to claim property losses

Residential and commercial property investors are set to make bigger tax claims as COVID-19 reduces the rent.

13 Apr 2020

Working from home claims shortcut could leave you up to $1000 out of pocket, accountants warn

Accountants are warning the new 80c per hour work from home deduction shortcut is for the “lazy” and could leave you up to $1000 short.

09 Apr 2020

ATO makes call on working from home deductions - It's 80 cents per hour

The COVID-19 driven transition to working from home has driven a surge in purchases of desks, printers, and other office supplies – but when tax time comes, experts warn not to jump too quickly at a shortcut tax deduction introduced by the Australian Taxation Office (ATO).

31 Mar 2020

When the giving gets tough: Donations shortfall puts charities on life support

Many individuals who regularly supported charities are now tightening their purse strings due to COVID-19 and an uncertain financial future. The impact is being felt.

30 Mar 2020

Grim outlook for landlords facing 'ticking time bomb'

Tens of thousands of residential investors face financial hardship as a result of the ban on evicting tenants, which will not be offset through tax relief and mortgage reprieves, experts say.

28 Mar 2020

Landlords' guide to navigating the pandemic

As the damage of COVID-19 continues to mount, there are steps property investors can take now to ride the financial pain.

26 Mar 2020

Should Sole Traders Access Their Superannuation?

Sole Traders who have been affected by the COVID-19 crisis and have seen more then a 20% drop in their income can apply for early release of their superannuation. They can access up to $10,000 of their superannuation in 2019-20 and a further $10,000 in 2020-21. This will be available mid-April 2020. But the question remains, is it a good idea for Sole Traders to access their superannuation? We spoke to 5 experts to get their thoughts.

09 Feb 2020

How we spent last year’s tax cuts: Not what the retailers wanted

Millions of Aussies enjoyed $1000-plus tax rebates last year but new research shows it was not spent in the way the government and retailers were hoping.

12 Jan 2020

The important thing to consider before donating to the bushfire appeal

Generous Australians are digging deep and donating to help those impacted by the bushfire crisis. But there are a few things to consider before handing over your cash.

07 Aug 2019

Seven ways to take the pain out of tax time next year

With the new financial year underway, the annual obligation to submit your income tax return by October 31 is right around the corner.

25 June 2019

ATO crackdown on motorists making dodgy car claims

It’s the expense claimed by millions at tax time. But officials are warning Aussie taxpayers to be careful when lodging their returns if they don’t want to get hit with huge penalties.

17 June 2019

Think about tax strategies before planning your retirement

As June 30 approaches, it’s time to examine your super and the tax-saving strategies available, depending on how much you earn.

09 May 2019

Federal Election 2019: Which party will leave you financially better off?

The election is just over a week away so under which political party will you be left financially better off?

01 May 2019

PwC reveals partners' average tax rate with starting pay of $350k

PwC has announced its partners pay an average tax rate of 37 per cent, with CEO Luke Sayers saying the firm was "a significant contributor to Australia’s economy and tax system".

19 Nov 2018

DBS student Michael Reardon wins 2018 AMP University Challenge

Deakin takes out top spot again in prestigious national financial planning competition.

28 Oct 2018

Do your tax in under 30 minutes, then spend the refund wisely

TAX time ends this week, and if you still haven’t lodged yours by now there are a few ways to avoid potentially painful penalties.

30 July 2018

Tax time myths can cost you your refund, warns ATO

MANY Aussies are relying on myths to finish their tax returns, with the ATO warning they are under increasing scrutiny.

14 July 2018

20 tax deductions to help the ATO give you extra cash this year

TAX time can be complex and confusing, resulting in millions of Australians missing out on claiming all the deductions they’re entitled to. Here are 20 tax claims you should think about.

27 June 2018

Five big mistakes Aussies are making on their tax returns

TAX time is just days away, and the ATO has revealed it won’t be holding back on audits and reviews this year. Find out the mistakes you need to avoid to keep more money in your pocket.

21 Apr 2018

Royal Commission uncovers sins of the banks, and more is to come

THE Banking Royal Commission has put the spotlight on the banks, financial institutions, the corporate regulator and even some government MPs - and none of them are looking good. Here’s what has come out so far.

07 Apr 2018

How the rising risk of an ATO tax audit affects you

A tax audit strikes fear into the heart of almost every Australian taxpayers. As the ATO uses technology to spot dodgy claims, this is how to avoid making a costly error.

19 Feb 2018

Australian Taxation Office warns workers about over-claiming

EMPLOYEES are getting themselves into hot water with the Australian Taxation Office by over-claiming deductions for work-related expenses.

09 Feb 2018

Increasing the superannuation guarantee to 12% won’t fix retirement savings: Grattan Institute

Lobby groups are continuing to call for the superannuation guarantee to be increased to 12% of a worker’s wages, but a new report from the Grattan Institute claims this won’t fix problems in Australia’s retirement savings system.

09 Feb 2018

Mr Taxman: Talking You Through Taxation

Mr Taxman, aka Adrian Raftery, PHD, MBA, B.Bus, FCA, F Fin, FTIA, MAICD has over 25 years’ experience in providing accounting services and financial advice to businesses and individuals. We explore how he came to be named Best for Financial and Accountancy Advice – Australia in our prestigious 2017 Global Excellence Awards.

08 Feb 2018

FASEA tipped to scrap 10-year rule

The FASEA board “rushed out” its initial guidance and will be open to making changes following the consultation period, including potentially abolishing the '10-year rule', says a financial planning academic.

22 Nov 2017

FASEA’s Sanders calls for ‘group effort’ on new rules

Financial Adviser Standards and Ethics Authority chief executive Deen Sanders says new education, ethical and professional standards are an opportunity to bring genuine change to the financial planning industry but it will require “a group effort” to get there.

20 Nov 2017

Academics accuse FASEA of talking out of school

The Financial Planning Academics Forum (FPAF) has urged the new standards-setting body to collaborate more closely with the academic community as urgency grows for clarity on education standards for both new and existing financial planners.

24 Oct 2017

CPA hurt by ‘negative undertones’ in financial advice

CPA Australia’s brand was adversely affected by the general scandal and negativity of the financial advice industry, says CPA member and Deakin University professor Adrian Raftery.

13 Oct 2017

From University Challenges to real-world jobs

Competing in the AMP University Challenge convinced co-winner Megan Cull that she wanted to pursue a career in financial planning. And for fellow finalist Erika Wright, taking part in the challenge led to a position as a financial planner with Integrated Wealth Solutions, a Securitor practice in Nowra, on the NSW south coast.

03 Oct 2017

“I wish Ireland emulate Sri Lanka to lift a World Cup and thump England in our debut Test at Lord’s”, says Ireland’s devotee Larry Leprechaun

"I am not the official mascot for Ireland — I don’t think there is one — but I like to be considered as Ireland’s unofficial 12th man", says Ireland's fan Larry leprechaun.

05 Sept 2017

Third of advisers to exit, academic claims

An associate professor of financial planning reckons between 21 and 34 per cent of advisers will leave the industry due to state-mandated education requirements.

14 July 2017

Missing these forgotten deductions can cost you thousands at tax time

TAX time moves up a gear this weekend and many Australians are missing out on big money by forgetting deductions they are entitled to claim.

09 July 2017

Red light for taxpayers rushing to receive a quick refund, who could cop a shock for being too quick

THERE has been a big jump in the number of Australians rushing to grab a fast tax refund, but there’s a potential sting. Tax specialists warn that being quick off the mark can result in costly errors because Australian Taxation Office technology is likely to spot undeclared income.

06 July 2017

If you fear paperwork and avoid your taxes it could cost you

JULY is the cruellest month. T.S. Eliot claimed in ‘The Wasteland’ that it was April, but he was wrong. As anyone who has stared down June 30th knows, July brings with it a heavy burden of guilt.

23 June 2017

Tax-saving strategies to get in place before June 30

The end of the financial year will ring in many changes to superannuation and personal allowances while ringing out popular concessions for property investors and home buyers. Adrian Raftery, an associate professor in tax, financial planning and superannuation at Deakin University, says now more than ever it's crucial for individuals and small business owners to take ownership of the upcoming changes.

21 June 2017

Ethics transparency needed for new entrants

As financial planning dealer groups continue to conduct internal reviews of past planning practices and breach incidents, the industry must be ready to share this information with new entrants to help bolster the integrity of the profession, according to a leading academic.

14 June 2017

Greed, arrogance and other deadly tax sins to avoid

For many of us, preparing a tax return is as painful as having teeth pulled but the rewards can be great. To ease the ordeal, there are five common mistakes to avoid when doing your tax this year.

13 June 2017

FPA education plan 'sets bar low', academic says

Members of the advice sector have responded to the FPA’s proposed adviser education transition program, with one academic saying the bar it sets for achieving ‘degree equivalent’ status is too low.

29 May 2017

Beware of June mistakes that can make tax time a costly headache

MONEY mistakes made in the next month can potentially cost you plenty at tax time.

01 May 2017

Tax cuts aimed at giving small businesses a shot in the arm

MORE than three million small businesses could be eligible for a tax cut this financial year after federal parliament agreed to lower the tax rate for all companies with a turnover of $10 million or less to 27.5 per cent.

24 Mar 2017

The net worth reality check you desperately need

A buy-now-pay-later mentality has left many high-debt households vulnerable

14 Jan 2017

Aussies warned: extra cash earned online is being tracked by taxman’s technology

ENTERPRISING Australians who hope to join millions of others making money from Uber, Airbnb, eBay, Gumtree and other sharing economy services this year are being urged to beware of the taxman.

09 Dec 2016

Tax is key in the new-versus-old property debate for investors

REAL estate investors who buy new instead of old property can save more than $5000 a year from tax deductions and other benefits, but are being warned to crunch all the numbers before taking the plunge.

07 Dec 2016

First home buyers face market ‘extinction’

A senior banker has likened first home buyers to an endangered species amid deepening concern over the exodus of young adults from the residential property market.

05 Dec 2016

Unpaid super tally hits $3.6 billion: Are you paying your employees’ superannuation correctly?

Businesses should review their obligations for compulsory superannuation contributions or potentially suffer the consequences, say experts, as a spotlight is shone on the $3.6 billion of unpaid super across the nation.

05 Nov 2016

At what age are you ready for a credit card?

Almost one in four Australians gets their first credit card in their late teens, according to a recent study by comparison website Finder.

31 Oct 2016

The great Australian tax rort revealed

The great Australian tax rort of claiming $300 in deductions even if you don't have receipts has finally been confirmed.

17 Oct 2016

Deakin business school scholarship to support the next generation of financial planners

Deakin Business School has partnered with boutique financial planning firm Scholten Collins McKissock Wealth Management to provide study support for the next generation of financial planners.

26 July 2016

How to find a good accountant at tax time

GROUP certificates and tax statements have now arrived but many people are still trying to find a good accountant to help them sort out their annual tax return.

19 July 2016

ATO demands Aussies declare income from Uber

The Tax Office is reportedly hunting down Australians who hide income derived from Uber and Airbnb.

15 July 2016

20 tax deductions you didn’t know you could claim from the ATO

HANDBAGS, make-up, guard dogs and garden gnomes are among the deductions that may help deliver Australians a handy tax refund in the next couple of months.

16 June 2016

Five things to do before 30 June

With the end of the financial year looming, it pays to get your paperwork in order to make the most of deductions and benefits.

10 June 2016

Tax office turns off e-tax and replaces it with free, faster system

E-TAX, the free online tax return system used by millions of taxpayers, has been shut down by the Australian Taxation Office.

19 May 2016

How to protect your family's wealth

Most investors would tell you that building wealth is a thrill-ride, but planning for its survival doesn't quite elicit the same excitement.

19 May 2016

Picking up graduate talent in the pre-season draft

Adrian Raftery says there has been a noticeable increase in the number of financial planning firms engaging with Deakin University, wanting to make sure they have a chance of hiring graduates from Deakin’s financial planning program.

19 May 2016

Saving tips for your dream holiday

Uni’s well and truly in session and your workload is gaining momentum like a steam train. Dreaming of pumping those breaks and travelling the world on your trimester break? We spoke to Dr Adrian Raftery, Senior Lecturer in Financial Planning and Superannuation at Deakin University, for some top tips to help students save for their dream holiday.

29 Apr 2016

Free-kick for cowboys a kick in the teeth for consumers

Yesterday the Assistant Treasurer, Kelly O’Dwyer, released a statement on “progressing professional standards reforms”. Well, it’s progress of a sort – if progress can be defined as delaying something by several years.

24 Apr 2016

Would you carry a child for your best friend?

When Kylie met Amee they became BFFs, but neither foresaw the tragedies that would test their friendship and lead one to make the priceless offer: "I'll carry your baby".

20 Apr 2016

Top tax deductions you've probably forgotten about

You may have heard recently that you can claim your handbag on your tax bill. Like many others who have called their accountants in the past month, it may have prompted you to ask "what else can I claim this year?"

03 Mar 2016

Negative gearing alert: The first rule of investing is to make a profit

The bottom line with negative gearing is that your investment is making a loss, and those banking on windfalls down the track are playing a risky game, writes Andrew Robertson.

05 Dec 2015

How to get your kids on the property market

While other 70-year-olds may be planning exotic cruises or luxurious overseas holidays, state government veterinarian Colin McQueen continues to clock in at the Ararat export abattoir as he works to pay off the last of the three homes he bought in Melbourne's inner northern suburbs for his adult children. But he is far from bitter. Read more: http://www.afr.com/real-estate/residential/how-to-help-your-kids-get-into-the-property-market-20151109-gkudlv#ixzz3wcmiaXDB Follow us: @FinancialReview on Twitter | financialreview on Facebook

28 Nov 2015

The ATO goes hi-tech to help taxpayers and catch tax cheats

IT sounds like something from a spy movie, but instead of James Bond, it’s coming from the Australian Taxation Office.

29 Oct 2015

Wealthy in the frame in superannuation debate

Opposition Leader Bill Shorten says Treasurer Scott Morrison should focus on winding back generous superannuation tax breaks for millionaires if he is serious about fixing loopholes in the retirement system.

27 Oct 2015

2015 AMP University Challenge: we have a winner

The winner of the 2015 AMP University Challenge says he plans to explore opportunities to work as a financial planner overseas, including in the UK and Africa.

22 Oct 2015

Existing planners in limbo over FSI response

Lack of clarity around the transitional arrangements for 22,500 existing financial planners, in light of the Federal Government's move to impose new minimum education standards on new planners, could risk them exiting the industry, a financial services training provider said.

27 Sept 2015

Tax returns: act now to avoid the ATO’s technology trap tracking Australians hiding from the taxman

FAILING to lodge a tax return is costing Australians more than just a slap on the wrist. Technology advances are giving the Australian Taxation Office unprecedented power to track transactions and catch people who don’t do their tax.

21 Aug 2015

Basic Training: How to save for your first big trip

There's nothing quite like the thrill of planning your first big overseas trip — the anticipation of stepping out into the great unknown for months, or even years, on end.

21 Aug 2015

How does negative gearing really work?

There are plenty of reasons why Australians love to borrow money to invest in bricks and mortar. Some people think the value of property never goes down; others like the fact you can see and touch it. But, mostly, it is the ability to offset the cost of owning the property – including the interest paid on a loan – against assessable income that makes it particularly attractive.

09 Aug 2015

Bank investment loan rate hikes to cost federal Budget $400m-plus

EXCLUSIVE: Banks’ investment home loan rate hikes will deliver a $400 million-plus hit to the Federal Budget.

08 Aug 2015

Five-minute tax returns spark surge in DIY lodgement at ATO

TAXPAYERS eager to grab a quick refund are taking charge of their own tax return in record numbers.

29 July 2015

Get your share of $27 billion of annual tax refunds

YOU work. You pay tax. For most Australians, that’s the simple equation they face. But rather than baulk at this annual task, treat tax time as a positive experience that will help you share in the $27 billion of annual refunds handed back to individuals.

10 July 2015

Self-managed super funds not so cheap

The cost of running the average self-managed superannuation fund (SMSF) could be as high as $20,000 according to a recent Deakin University study.

30 June 2015

Australian taxpayers still have some easy ways to make last-minute tax breaks

SAVVY Australians looking to maximum their tax breaks this financial year have only today left to do so.

30 June 2015

The hidden fees that are making you poorer

Cut out these pointless fees and you could find yourself hundreds or even thousands of dollars better off.

20 June 2015

Now the tax office is taking a look at Jeep: the car giant could get hit with Fringe Benefits Tax bill on celebrity cars

EXCLUSIVE: The $30-million scandal engulfing motoring giant Fiat Chrysler Australia could go all the way to Detroit, taking in executives at the highest level.

13 May 2015

Surprise sweeteners may grow personal wealth

Changes to business expenses tax cap the budget's main 'game changer'.

15 Mar 2015

#cwc15 – The Superfans!

Every country has the fans who go that extra mile – or flies tens of thousands of them – to support the players and team they love. They are the ones who arrive early, are clad head to toe in team colours, cheer the loudest, and make a cricket crowd all that much better. Here are some of the super fans lighting up CWC15:

17 Feb 2015

World Cup Express: Larry, the Irish leprechaun, is singing — and going bananas

PEEL a banana, mash a banana, throw a banana, and let’s go bananas!” Adrian Raftery is a university lecturer in Australia, teaching taxation. During World Cups, he lives out as ‘Larry the leprechaun’: he dons a long hat, sticks a fake beard and lets his inner child peek out as an exuberant Irish fan, following the team around.

16 Feb 2015

Turn your small business into a big one

Many business owners start out with the idea of turning their fledgling enterprise into a big business, but only a handful achieve this.

06 Feb 2015

The super co-contribution: Still amongst the best deals in town

If you were walking down the street and saw $500 lying on the ground, what would you do?

12 Jan 2015

Financial planners are 50 years behind accountants in education standards

Financial planners still lag decades behind accountants in terms of educational requirements for those who practice within the two sectors, according to the head of one of Australia’s largest financial planning university programs.

10 Jan 2015

How to reach your 2015 financial goals

What money “cobwebs” or financial issues have you got hanging over you that you want sorted in 2015?

06 Jan 2015

12 great new year’s money resolutions

The last few years have been horror ones financially for alot of people. But 2015 is starting to look pretty good. Dr Adrian Raftery, senior lecturer in Financial Planning and Superannuation at Deakin University, provides a few ideas for creating your own list of New Year's resolutions to help put your finances in better shape in 2015.

03 Jan 2015

That’s sound advice

FINANCIAL advice was at the centre of a raft of scandals, frauds, inquiries, reforms, rip-offs and multi-billion-dollar losses last year.

07 Nov 2014

FPEC announces 2015 grant recipients

Academics from Deakin University and the University of Western Sydney (UWS) have been named the winners of the 2015 Financial Planning Education Council (FPEC) Academic Research Grants, which are sponsored by the FPA.

07 Nov 2014

FPEC announces winners of 2015 Financial Planning Academic Research Grants

The Financial Planning Education Council (FPEC) has announced the two winners of the 2015 FPEC Academic Research Grants to academics at Deakin University and the University of Western Sydney (UWS).

13 Oct 2014

The real future of financial planning is bright light and fresh air – if we want it

Professional Planner was a media partner to the AMP University Challenge 2014, and attended the announcement of this year’s prizes announcement, for the five finalists, last Thursday evening.

06 Oct 2014

IN FOCUS: The professional dividend pays off in more ways than one

It takes time, commitment and no small expense to achieve a professional designation. The payback comes in more ways than one.

28 Sept 2014

Road test your super statement to help boost your retirement nest egg

ANNUAL superannuation statements are hitting mailboxes. Instead of skipping to the closing total and filing it away take our super statement road test to see how your retirement savings are really travelling.

22 Sept 2014

Why some are negative about negative gearing

The debate over abolishing negative gearing has been reignited by a new report.

15 Sept 2014

FPA offers to ‘give’ FPEC to the profession in a bid to raise education standards

The Financial Planning Association of Australia (FPA) has offered to step back from the Financial Planning Education Council (FPEC) to give the council a chance to be recognised as the peak education standard-setting body for the whole financial planning industry.

29 Aug 2014

Understanding the alphabet soup of financial planning’s new education standards

The financial planning industry is awash in an alphabet soup of accreditations, certifications, designations and qualifications.

22 Aug 2014

Paying a tax agent? One in three use ATO’S DIY option

ONE in three Australians are choosing the do-it-yourself option at tax time and bypassing the need for an accountant to file their returns.

03 Aug 2014

The dangers of DIY tax

MILLIONS of taxpayers who do their own tax returns are being warned to watch out for the traps that can be costly at this time of the year.

18 July 2014

CBA mandates CFP certification for all senior planners from 2017

All senior financial planners working for Commonwealth Financial Planning (CFPL) will need to hold Certified Financial Planner accreditation by 30 June, 2017, as part of the group’s move to boost educational standards across its wealth management division.

07 July 2014

5 key steps to soup up your super

BUMPER returns on retirement savings have delivered double-digit growth for fund members but making slight tweaks to accounts can also help add thousands of dollars to your balance.

05 July 2014

SMSFs reject super cap plan

SELF-MANAGED super funds have slammed proposals to cap the amount wealthy investors can accumulate in the tax-advantaged funds at $2.5 million.

01 July 2014

SMSFs can prove cheaper to manage, if the size is right

IT’S entirely erroneous to believe running a self-managed super fund is much more expensive than being a member of a super fund regulated by the Australian Prudential Regulation Authority, says Adrian Raftery.

30 June 2014

Eight tax tweaks heading your way

Although higher earners are in the spotlight with the debt levy, not many people will escape paying higher tax thanks to a raft of changes from July 1. There are also more opportunities to build tax-effective superannuation in the new financial year, as well as other tweaks that may affect your household’s bottom line.

14 June 2014

Insurance policy drop-off expected from budget pain

Australia's $800 billion underinsurance problem is predicted to rise as the fallout of last month's Federal Budget continues.

05 June 2014

Money Magazine's Book of the month: 101 Ways to Save Money on Your Tax - Legally!

Tax expert Adrian Raftery has released his latest edition of 101 ways to save money on your tax – legally to help you minimise your tax debt while maximising your return. Raftery is one of the youngest Australian accountants to advance to Fellowship with the Institute of Chartered Accountants, at the age of 33. He is a senior lecturer at Deakin University and appears in the media talking about all matters relating to tax and finance.

16 May 2014

Money experts reveal the daily money habits that are costing you thousands

THEY are the daily habits you may not even think about, but chances are they’re adding up to thousands of dollars a year.

12 May 2014

Budget lessons we can learn from Joe Hockey

The Budget’s tough reforms will highlight some handy financial lessons for everyday Australians.

10 May 2014

Cracks appear in nation’s nest egg

Fears of an emerging systemic risk in the self-managed super funds sector — home for more than $530 billion in Australian retirement savings and the nation’s fastest-growing nest egg — have promoted a call for a radical overhaul of the supervision of the SMSF sector.

07 May 2014

SMSFs reach magic million mark

The one millionth Australian has become a member of a self-managed superannuation fund according to Australian Taxation Office (ATO) statistics to be released later this month.

20 Nov 2013

Money tips for 2013 school leavers

If you could go back and give your teenage self some sage money advice, what would it be? With Year 12 exams over and our region's school leavers contemplating their next move, we asked 'Mr Taxman' Adrian Raftery for his top money tips for school leavers to set them up for a prosperous future.

28 Oct 2013

The commercial surrogacy debate and one family's surrogacy story

Veronika Donavan has a necklace bearing the name of the baby boy she carried for nine months, gave birth to and who will grow up to know her as his "tummy mummy". The simple, yet meaningful, piece of jewellery is the only thing little Hamish Raftery's eternally grateful parents Kylie and Adrian could give Veronika to show their thanks due to laws banning the payment of surrogate mothers in Australia.

16 Aug 2013

Is selling assets on retirement tax avoidance? Not so fast

Trustees of self-managed superannuation funds (SMSF) may have caught their breath this week when they read that the Australian Taxation Office had its eye on capital gains that were going tax-free once members moved into the pension phase.

19 June 2013

The seven deadly tax sins you'll be paying for now and later

It's a painful task for most of us, yet when it comes to filing our tax returns it seems many are committing the seven deadly sins and heading straight to money hell. But a leading tax expert says we can at least head straight to tax purgatory and even heaven if we avoid some of the most common pitfalls and mistakes.

02 May 2013

Medicare levy could push RBA rates cut

ECONOMISTS and tax specialists have warned the RBA may have to cut rates to offset the impact of a Medicare levy hike and that governments may adopt levies to fund future promises.

28 Mar 2013

DIY super funds up in arms over budget speculation

Self-managed superannuation fund (SMSF) advocates are warning the Government to back off as it considers raiding the system to pay for its policy commitments.

09 Mar 2013

The tax man cometh

There may be three months to go before the end of the financial year, but it's actually March when the really money-savvy fine-tune their finances for tax time.

16 Feb 2013

Forging a bond, and sharing the joy

Here is a beautifully written story on the front page of Saturday's Daily Telegraph which chronicles an important chapter in our lives - the birth of our son Hamish.

05 Jan 2013

Nothing negative about investing in Germany

Reader question: My husband is German and I am Australian we are living and working in Australia, we would like to invest in a property in Germany and rent it out. Are the tax implications the same as investing in Australia? Would we be able to reduce our taxable income same as we would if having an investment property here, negative gearing?

04 Jan 2013

PPR exemption & deductions if not rented

Reader question: I am in the process of buying some land and constructing an investment property in my name. Cost will be 470k when ready. It will be available for residing in 10 months’ time. The loan is an investment loan in my name only. Can I move in the house for say 1-2 weeks without changing it to ...

23 Dec 2012

Buying property as non-resident

Reader question: I will be moving overseas soon and will require long term income from an investment in Australia. I was thinking of purchasing property and having the rent as a source of income, but after careful reading on the ATO website it seems I would be deemed a non-resident of Australia for tax purposes, therefore rental income would ...

21 Dec 2012

Moving out of the empty nest & into the nest egg

Reader question: I am 63 and my wife who is 61 wish to move into our investment property when I reach 65. I understand there would be no capital gains unless I sell the property. But we do wish to move into a newer home and sell this property eventually. Is there a grace period that we can live in the investment property and ...

20 Dec 2012

What name to put it in?

Reader question: My wife and I are interested in buying an investment property. My wife makes $30k a year and I make $65k year. Is it better to buy the property just on my name for tax purposes or do it together with my wife?

19 Dec 2012

Do I stay or do I go?

Reader question: I am trying to figure out what to do regarding a current investment property, This is my scenario: I and my wife currently live in a rental property for which we pay $325 per week. I have owned another property I bought in June 2009 @ $413,000 I suspect it ...

18 Dec 2012

Finding a great accountant

Reader question: I have recently purchased my first home a few months ago and will be buying my second next month, over the coming years I’m sure there are going to be many more so my first question is how do I find a GREAT property accountant, I want to get it right the first time as I want to stick with one accountant throughout my journey so they have a great understanding of my situation, I live close to Sydney and money is not an issue as I believe the more you spend the more you save when it comes to taxation and accounting advice.

17 Dec 2012

Investment property trust?

Reader question: I'm currently building my 2nd investment property which is due for completion in Feb, both properties were purchased in my name and provide great tax advantages. I plan to buy another investment property in early 2012 and I'm wondering if I should be looking towards asset protection and setting up a trust. If so what type of trust is best for property investment?

16 Dec 2012

Renovating structure

Reader question: I’m planning to move into the renovate to sell strategy, and was wondering what structure I should use to make the purchases (company, family, individual, etc.). Are there CGT savings that I can make by using a company structure, for example, as opposed to doing the reno and sell as an individual? I’m also aware that reno to sell is higher risk than buy and hold, so is there a structure I can use that provides me with more protection than buying as an individual?

14 Dec 2012

CGT after moving into investment property

Reader question: We purchased a house with our son 8 years ago. We rented it out for 4 years and then my son moved in but we (my husband and I) continued to receive rent from some of the bedrooms my son rented out to cover our mortgage. We have now sold our 50% share to our daughter-in-law so now my son and his wife own the house and are living in it. They plan to live there for quite a few years and renovate it. How does Capital Gains affect him once he sells it (maybe in 10 years)?

12 Dec 2012

Do I have enough for my own SMSF?

Reader question: I am considering purchasing an investment property (residential unit) through my self-managed super fund. I have heard about the tax concessions available through the SMSF, but with superannuation of just over $100K, I’d like to know if the costs involved in setting-up the SMSF (and running it) will be worth going ahead with.

12 Dec 2011

General translation rule for foreign currency trading

What is the general translation rule for foreign currency trading?

10 Dec 2011

Foreign currency trading

What sections of the ATO tax acts is foreign currency trading? That is cash base online trading with no physical goods exchange?

09 Dec 2011

Offsetting trading losses

I have recently given up working so Trading is my only form of income. Is it possible to offset trading losses over the past 8 years to any future profits before paying tax? Also would it be advisable to set up a Hybrid Trust to distribute funds to beneficiaries?

07 Dec 2011

Claiming dividend franking credits for tax

I am about to lodge my income tax return but heard that I may not be entitled to claim the imputation credits on my dividends as I bought and sold the shares during the 7 days around the ex-dividend date. Could you please clarify if that is the case?

05 Dec 2011

Claiming share losses

I am retired and lost $10,000 in trading last year. Can I claim this as a tax deduction?

03 Dec 2011

Trading via self managed super fund (SMSF)

I am thinking about setting up a Self Managed Super Fund. If I do, can I use my super monies to trade?

01 Dec 2011

Retired and now buying shares - am I an investor or trader?

I am now retired and have started trading FX from my home in Brisbane (Australia), I also own a small parcel of blue chip shares - would I be classified as a trader or an investor?

29 Nov 2011

Tax consequences of trading CFDs

I work full time and supplement my income trading stock CFDs. So far in this financial year to date I have made around $20,000 how do I deal with this on my tax return?

28 Nov 2011

Trading US futures in Australia

I am an Australian but trade US futures, do I need to pay tax in the States and Australia, or neither?

18 July 2011

Don't Trust Everything

My wife and I purchased our former PPOR (in VIC) three years ago for $326,000 plus stamp duty and fees. We borrowed $250,000 to do this and used savings for the balance. On the loan we now owe $204,000. We have paid $27,700 in extra repayments (not in offset). After renos and market growth the house is now worth ...

17 July 2011

Is Super Compulsory?

What is the least amount of superannuation you can pay? Can you email payroll and decide to not pay super anymore?

04 June 2011

Family trusts are down but not out

WHILE the May budget has cut back some of the tax benefits of using trusts, legislation introduced into federal parliament this week will provide much needed certainty for the 1.5 million Australians who are beneficiaries of these investment vehicles.

01 June 2011

Eight ways to beat the taxman

Four weeks might not seem like a long time but what you do this month could have a significant impact on your upcoming tax bill or refund. Yes, June 30 is rolling around again and along with getting your shoebox out and paperwork organised, the coming weeks represent a last-chance opportunity to organise your affairs to save on tax.

16 May 2011

Mr Taxman awarded a PhD Scholarship at the University of Technology, Sydney

UTS Business School Prizes and Scholarships Ceremony - 2011 Prizes and Scholarships Awarded for 2010 Academic Year

14 May 2011

Planners work to escape budget tax net: there are ways to minimise the impact of the new rules

AS soon as Wayne Swan finished delivering his budget speech on Tuesday, the nation's accountants and financial advisers had began thinking of ways to mitigate tax hikes and welfare cutbacks suffered by their clients. The government constantly tweaks the rules, but tax planners always adapt.

14 May 2011

Race on to soften federal budget's tax blow

Higher-income earners can minimise the impact of the federal government's budget tax hikes and welfare cutbacks by deferring income, prepaying expenses and possibly splitting superannuation contributions with their spouse, according to tax experts.

17 June 2010

Tax experts say SMEs spend too much time on tax

Over 40% of small business owners spend their nights fulfilling financial reporting obligations, a new study reveals, with a majority losing 60 hours per year of their personal time to tax issues.

21 Apr 2010

GST increase predicted to fund Rudd's hospital spending spree

Australia's Goods & Services Tax (GST) is predicted to increase as pressure mounts on the Federal Government to fund its recent spending, including the recently minted COAG hospitals agreement.

19 Apr 2010

Accountants frustrated by ATO delays

Accountant may seek compensation from the Australian Taxation Office (ATO) as a result of damage to their reputation and bottom lines following problems flowing from the ATO’s switch to a new IT system.

17 Apr 2010

Accountants could sue ATO over computer problems

Accountants have flagged they may sue the Australian Tax Office (ATO) over a computer glitch holding up the processing of refunds.

24 Feb 2010

Growing Interest

Opening a savings account as a child can help people build disciplined financial skills for life.

09 Apr 2009

Auditors are coming

Taxpayers should expect an increase in audit activity by the ATO over the next 12 months

11 Mar 2009

How to get a tax bonus

The strategy : To work out whether I qualify for the $900 tax bonus

07 Feb 2009

Hey Big Spender, spend a little time at the mall

Remember when saving was a virtue? All that hand-wringing about the country's declining savings rate and skyrocketing consumer debt? Not any more. Profligacy is the new morality as the Government urges us to take its $42 billion and spend, spend, spend.

07 Feb 2009

How could you super-size Rudd's $950

Kevin Rudd might not think much of this idea, but there's a way his stimulatory package this week could really put a bit of zing in your super.

04 Feb 2009

Tax bonus triggers more co-contribution

The Federal Government's $950 tax bonus payment could end up costing the Government up to $2,375 per taxpayer

15 Oct 2008

Pensioner Rewards

FOUR million pensioners, carers, seniors and veterans will get one-off payments worth $1400 for singles and $2100 for couples in December as the Government tries to boost the economy.

02 Oct 2008

Costello savaged over super blame shift

FORMER Treasurer Peter Costello drew fire from financial planners and political foes alike yesterday. He was called heartless and impulsive for trying to blame advisers for over-enthusiastically directing clients into superannuation investments that have crashed horribly since last year.

16 Aug 2008

Compliance burden is far too taxing for individuals

It barely rates a mention in Treasury chief Ken Henry's 366-page review of the tax system, but something desperately needs to be done to reduce the burden of tax compliance on individual taxpayers.

11 Aug 2008

Better cash flow makes leasing a PC attractive

Buying a computer is cheaper than leasing in the long term but some small businesses may have other plans for their dollars.

01 July 2008

Level playing field

Calls for uniform rules governing everyone who gives advice on SMSFs has led to the FPA being accused of having it in for accountants. Kristen Paech reports.

27 June 2008

Don't be mired by fear

IF that tax-saving strategy you've been offered doesn't quite sound right, it probably isn't

15 June 2008

Blind Freddy can see car costs skyrocket

Soaring petrol prices have failed to persuade the Australian Taxation Office to offer bigger tax deductions for car running costs this financial year.

11 May 2008

If you build it they will invest

Most investors don't know exactly why they love property but you can bet the fact that you can actually touch and feel it has a lot to do with it. This tangible nature of property is just one reason why bricks and mortar will always remain a popular choice for investors, particularly in times of economic uncertainty.

03 May 2008