Understanding Tax in Retirement

Elder woman planning her SMSF investments to maximise tax during retirement

Navigating the complexities of taxation in retirement is crucial for maximizing your financial well-being. In this blog, we outline what you need to know about navigating tax in retirement – from the options available to you to strategies to minimise tax.

Low-and Middle-Income Tax Offset Not Available For 2023 Tax Return

On May 9, 2023, Australian Federal Treasurer Jim Chalmers delivered the 2023-2024 Federal Budget. In this budget, there was no mention of extending the Low- and Middle-Income Earner Tax Offset beyond the 2021-2022 financial year. The Low-and Middle-Income Earner Tax Offset (LMITO) was first introduced in the 2019-2020 Federal Budget to provide a level of […]

Tax Returns: Who Needs To Lodge & When?

Navigating the tax system in Australia can be a daunting task, especially when it comes to knowing when and how to lodge your tax return. Fortunately, there are resources and professionals available to help you meet your lodgement obligations and maximise your refund.

5 Tips for Tax Time 2023

tax time 2023 graphic

Tax time can be a stressful period for both individuals and businesses. However, with the right preparation and guidance, you can make the process smoother and more manageable. In this blog, we’ll provide 5 essential tips to help you prepare for tax time 2023 in Australia.

Work Christmas Parties, Presents…and Fringe Benefits Tax

Are you planning a work Christmas party? Gifts to give to clients and suppliers? Employee Christmas bonuses? Don’t get caught out by tricky entertainment rules – some of these may be claimed as a business expense. Talk to Agilis CA about your costs this Christmas season.  

Understanding The Basics Of Tax On Superannuation

Understanding tax on super can be complicated, but Agilis CA can help with minimising your tax and making the most of super with some simple strategies. Talk to us today about getting your super sorted.  

Cryptocurrency and Tax – How Does It Work In Australia?

Are you investing or considering buying cryptocurrency, like bitcoin? It’s important to explore the tax implications.    Crypto transactions are on the ATO radar, and Tax and GST rules apply the same to crypto as to other forms of payment, just like bartering.    Agilis CA can help with getting your crypto transaction records together […]

2022 Tax Tips For Small Businesses

This year it’s important to get your records and Tax Return correct because of the continued unusual business circumstances.   Talk to Agilis CA about making tax time easy, and ensure that you’re claiming all that you can for your business.  

2022 Tax Tips For Property Investors

Are you a property investor? If so – are you making the most of your investment?    Getting the income and allowable tax deductions right can be complex. Agilis CA can help sort out the details so you are claiming all that you can, to maximize your 2022 Tax Return.