Essential tax developments and year-end planning
The last few months have seen some significant tax developments with the Full Federal Court decision in the Bendel case gaining plenty of attention with practitioners and clients. We bring you up to date with the ATO's response to this decision and practical issues to consider while we wait for the final outcome to be known.
We look at other important tax developments that will have a direct impact on many clients, including changes to the instant asset write-off threshold for the 2025 income year and significant changes to the rules for claiming GIC and SIC deductions from 1 July 2025.
We also explore key issues that practitioners need to consider as we approach 30 June 2025. This is the time of year when tax planning is front of mind for advisers and their clients, make sure you and your team are across the key deadlines, obligations and opportunities.
With Michael Carruthers
Tax Director
SMSF 2026 financial year essentials
We set you up for the 2026 financial year covering the changes you need to know, your essential SMSF pre-financial year compliance requirements, and address some of the problem areas we consistently see.
We’ll cover indexation of the general transfer balance cap and its impact on a member’s personal transfer balance cap and access to the bring forward rules, and answer the questions that invariable crop up at the margin.
We also deliver a reminder on the pre 30 June planning items that need to be addressed including making use of contribution caps and ensuring minimum pensions are met (and what happens when they are not). And, the ATO’s focus areas for SMSF auditors and what you can do to ‘derisk’ your clients.
Plus, we address some of those common but consistent problem areas that we see on the help desk including whether it’s possible to access downsizer contributions when selling an investment property.
With Natalie Scott
Tax & Superannuation Adviser
Beyond the breach: Cybersecurity lessons for accounting practices
Cybersecurity has hit the headlines again with cybercriminals targeting Australia’s largest superannuation funds. If these titans cannot prevent attacks, what hope is there for smaller firms?
Plenty. In this practical session we explore what firms can do to identify and manage cybersecurity risks within their practice. We walk through the financial, reputational, and legal impacts of cyber breaches, using real-world case studies, and outline the strategies across the preventative, detective, and corrective stages of a cyber event.
The session delivers a clear understanding of your obligations and how to effectively mitigate risk at both the individual and business level.
With Caillin Goss
CyberSecurity Specialist
Priority Networking