2026/27 fee schedule

Schedule of fees from 1 July 2026

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

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.

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.

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.

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.

SEVEN MOST COMMON TAX MISTAKES (or 7 deadly sins!) for 2020/21

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! 2021-2022 edition (Wiley, May 2021, AU$29.95), shares with us seven common mistakes to avoid when doing your tax this year.

TEN TAX TIPS FOR SMALL BUSINESS 2020/21

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! 2021-2022 edition (Wiley, May 2021, AU$29.95), gives some excellent tips for small business owners to action and minimise your business’ tax bill this 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.

2021/22 fee schedule

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.

TEN TAX CHANGES TAKING EFFECT FROM 1 JULY 2020

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! 2020-2021 edition (Wiley, May 2020, AU$25.95), provides us with some of the tax changes coming into play from 1 July 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

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.

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.

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.

SEVIN DEADLY TAX 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, 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 seven common mistakes to avoid when doing your tax 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 TAX TIP FROM MR TAXMAN #10

Pre-register for early access to superannuation

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.

Coping with redundancy

One consequence of a slowing econmu is that more people are likely to experience redundancy. Redundancy is a stressevent, but if it happens to you, there are ways in which its impact can be reduced.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Top tips for tax time

Tax time; those two simple words strike horror in the hearts of millions of taxpayers.

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.

ATO announces its "hit list" for 2013/14

Today the ATO has released "Compliance in focus 2013-14" which replaces their previous annual compliance program booklet. This new online product, which the ATO developed in consultation with tax professionals, will be updated throughout the year to keep you informed of new issues and risks as they arise.

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.

Small business owners prefer cleaning toilets to completing tax returns

Tax time is fast approaching and it’s filling small business owners with dread – with one in five (19%) claiming they’d rather clean the workplace toilet than complete the annual tax return.

Mr Taxman's Top Ten Tax Tips for 2013

June 30 is rapidly approaching and it is time to do some urgent tax planning. 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 you to action and maximise your tax refund this year.

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.

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:

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.

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.

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.

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.

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.

My Super legislation passed

On 22 November 2012, Superannuation Legislation Amendment (MySuper Core Provisions) Bill 2012 was passed by the Senate with two Government amendments relating to the commencement of the Act.

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.

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.

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.

Tax Forum money should have gone to dobbers

The $1 million spent on this week’s Tax Forum would have been better put to rewarding those who dob in a tax cheat according to Mr Taxman.

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.

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!

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:

100 People - some interesting stats from the ATO

Last week the Tax Commissioner Michael D'Ascenzo launched ‘100 People,’ an innovative online presentation that represents all the individual taxpayers in Australia as though they were one hundred people.

Federal Budget 2011 - What it means to you

In his fourth attempt, Wayne Swan delivered another tame, yet solid, Federal Budget for the nation this week. The $22.6 billion deficit is scary and is actually $12.3 billion more than what was expected due to lower tax revenue. But the Treasurer is predicting a return to surplus in two years' time. Good news.

Super co-contribution

The term 'super co-contribution' should really be labelled as 'free money'! But it is surprising how few people actually take advantage of this great benefit.

Employment termination payment calculator

The aim of the employment termination payment calculator is to assist employers with calculations required to make employment termination payments.

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.

Employee superannuation guarantee (SG) calculator

The employee superannuation guarantee (SG) calculator tool is designed to help you determine whether you are eligible for SG contributions, and whether your employer is paying the correct amount.

Super co-contribution calculator

ou can use this calculator to estimate your super co-contribution entitlement and eligibility.

Superannuation guarantee charge statement and calculator tool

Use this tool if you are late in paying your employees' superannuation contributions to a superannuation fund. It will enable you to calculate your SGC liability and prepare the SGC statement to be lodged with the ATO.

6 ways to use your tax cut

When new tax cuts come into force here are 6 tips for employees when they get their next pay packet.

Superannuation guarantee (SG) contribution calculator

Use this tool to calculate SG contributions for your eligible employees for a current quarter, including the period within 28 days after the end of that quarter.

How to make your money work smarter

Do you want to enjoy a better lifestyle in retirement? Here are a few tips on making that dream possible.

10 good reasons to start a self managed super fund

Self managed superannuation funds, or DIY funds as they are also known, have for some time now been the growth sector of the superannuation market. Nearly 290,000 funds, over 530,000 members and close to $140 billion in assets confirm the continuing popularity of self managed super.

Intro to self managed super funds

A Self Managed Superannuation Fund is a vehicle designed to provide retirement benefits to Members of that Fund. It may also be an efficient tax structure that offers significant benefits to investors.

FEDERAL BUDGET - What it means to you

Only a handful of goodies were expected after the handouts we got in last year’s stimulus packages. But what would an election year be without a few incentives? Here is what you can expect.

Mr Taxman's top ten individual tax tips for 2010

It is that time of the year when we all need to do some tax planning. June 30 is rapidly approaching so here are some excellent tips for you to get your house in order and increase your tax refund.

Mr Taxman's top twenty tax tips for 2009

Times are tough so every dollar saved counts. Last week I provided the first ten of my top twenty tax tips for this financial year. This week I now provide you with my Top Ten Tax Tips for 2009. Remember that tax planning should be 365 days per year not just one month. These strategies are just as useful on 1 July.