All articles
Tag: SMSF
43 articles tagged with "SMSF".
06 June 2025
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.
Read More05 June 2025
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.
Read More05 June 2025
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.
Read More05 June 2025
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.
Read More28 May 2025
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.
Read More01 June 2022
2022/23 fee schedule
Here are Mr Taxman's schedule of fees for the 2022/23 year
Read More01 July 2020
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.
Read More04 June 2020
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
Read More29 May 2020
Superannuation guarantee amnesty
A superannuation guarantee amnesty was introduced on 6 March 2020. Employers participating in the amnesty need to apply by 7 September 2020.
Read More20 May 2020
TEN TAX TIPS FOR SMALL BUSINESS 2019/20
Small and medium business entities (SMEs) 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! 2020-2021 edition (Wiley, May 2020, AU$25.95), gives some excellent tips for small business owners to action and minimise your business’ tax bill this year.
Read More20 May 2020
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.
Read More17 May 2020
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:
Read More03 Apr 2020
A COVID-19 TAX TIP FROM MR TAXMAN #10
Pre-register for early access to superannuation
Read More31 Mar 2020
A COVID-19 TAX TIP FROM MR TAXMAN #8
A great infographic prepared by Michael Armstrong which summarises all of the various incentives that are out there for SMEs.
Read More16 Jan 2018
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.
Read More08 Aug 2017
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.
Read More28 May 2017
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!
Read More19 July 2014
CBA lifts planners’ education standards
The Commonwealth Bank has moved to tighten up the education standards of its financial planners, in a pre-emptive move to get changes in place ahead of likely formal obligations down the track.
Read More01 July 2014
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.
Read More30 June 2014
Eight new tax rules in 2013/14
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 new tax rules that came into effect in 2013/14.
Read More26 June 2014
Top tips for tax time
Tax time; those two simple words strike horror in the hearts of millions of taxpayers.
Read More21 June 2014
Top ten tax tips for small business in 2013/14
Small business entities (SBE’s) – businesses with annual turnover of under $2 million - 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, 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), gives some excellent tips for small business owners to action and minimise your business’ tax bill this year.
Read More20 June 2014
Ten Tax Tips for 2013/14
30 June is rapidly approaching and it is time to do some urgent tax planning. 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), gives some excellent tips for you to action and maximise your tax refund this year.
Read More04 June 2014
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:
Read More25 June 2013
12 new tax rules this year
The only constant about tax is change. Adrian Raftery, author of 101 Ways to Save Money on Your Tax - Legally! 2013-14 edition (Wrightbooks, June 2013, AU$24.95), provides us with some of the new tax rules that came into effect in 2012/13.
Read More18 June 2013
Ten tax tips for small business
Small business entities (SBE’s) – businesses with annual turnover of under $2 million - have access to a range of concessions which not only help reduce their taxable income but are also designed to make tax administration easier. Mr Taxman, Adrian Raftery, author of 101 Ways to Save Money on Your Tax - Legally! 2013-14 edition (Wrightbooks, June 2013, AU$24.95), gives some excellent tips for small business owners to action and minimise your business’ tax bill this year.
Read More17 June 2013
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:
Read More05 Apr 2013
Tax Change of the Treatment of Earnings on #Superannuation Assets Supporting Income Streams
Joint media release by Federal Treasurer Wayne Swan & Misnister for Superannuation, Bill Shorten. Mr Taxman's comments at end.
Read More28 Feb 2013
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.
Read More24 Feb 2013
Tax hike for super funds could be in a class of its own
With the government mulling over a tax increase on superannuation earnings for the wealthy in the May budget and the opposition wading in with their own plans for those on lower incomes we can smell a class war. Things are hotting up for this year’s election as politicians play out this little class war in the parliamentary battle ground but we want to take a look at how it affects taxpayers in the real world.
Read More11 Dec 2012
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.
Read More05 Dec 2012
Changes to SMSF levy
From 2013/14 year, Self Managed Super Funds will have to pay the annual levy earlier and also pay more for the privilege.
Read More04 Dec 2012
New SMSF annual return due date soon
Newly registered self-managed super funds (SMSFs) must lodge their Self-managed super fund annual return by 28 February 2013.
Read More03 Dec 2012
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.
Read More29 Nov 2012
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.
Read More27 Nov 2012
Mr Taxman wins research grant
The Centre For International Finance & Regulation (CIFR) has just announced the funding for the next round of research projects, including one proposal being conducted by Mr Taxman on the monitoring and performance attributes of superannuation funds in Australia.
Read More28 Nov 2011
Book launch - 101 ways to save money on your tax
Do you detest paying tax, but like receiving a tax refund cheque in the mail? Are you getting all you're entitled to? You could be letting the government keep hundreds, even thousands, of your hard-earned dollars each year - and you wouldn't even know about it!
Read More16 Sept 2011
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.
Read More30 June 2011
ATO compliance spotlight areas 2011/12
The Australian Taxation Office (ATO) today released their Compliance Program 2011-12, a publication which outlines key focus areas attracting ATO attention for the coming year. Here are a few of the more interesting statistics coming out of that report together with comments from Mr Taxman himself, Adrian Raftery, author of 101 Ways to Save Money on Your Tax - Legally!
Read More15 June 2011
2011/12 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:
Read More05 Apr 2011
SMSF Trustee compliance checks
If you are a trustee of a Self Managing Superannuation Fund (SMSF) you have a range of responsibilities that you must adhere to in the day-to-day operation of your fund. Here is a checklist outlined in the Government's Role and Responsibilities of Trustees paper which details what you must be aware of as a trustee of a SMSF.
Read More