Important Tax Dates & Obligations Q2 – FY 2027
Key tax lodgement dates and obligations for Q2 FY 2027 (October – December 2026). Deadlines for BAS, PAYG instalments, income tax returns and payday super.
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Tax
Tax-effective strategies, ATO updates, and year-end planning for individuals and businesses.
View our Tax service →Important Tax Dates & Obligations Q3 – FY 2027
Key tax lodgement dates and obligations for Q3 FY 2027 (January – March 2027). Deadlines for BAS, PAYG instalments and payday super.
Important Tax Dates Q4 – FY 2027
Stay up to date with key tax lodgement dates and obligations for Q4 FY 2027 (April – June 2027), including BAS, year-end super and end-of-year deadlines.
Transferring a UK pension to Australia: QROPS, tax and what to weigh first
How a UK pension moves to Australia through a QROPS, when the 25% UK transfer charge is switched off, how the Australian tax works, and why the decision is one to get specialist advice on before you act.
Overseas pensions and Australian tax: what changes when you retire here
A UK pension, a US 401(k), a Canadian RRSP or a KiwiSaver account is taxed differently once you live in Australia. Here is what changes, and why the complexity is a reason to plan early rather than put it off.
Buying vs leasing business assets: the real trade-off
Buying an asset builds equity but ties up cash. Leasing protects cash flow but you own nothing at the end. Here is how the tax, cash-flow and ownership sides actually compare for an Australian business.
New business finances: getting the accounting basics right
Starting a business in Australia means getting a handful of financial foundations right early. Structure, registrations, bookkeeping and tax provisioning, explained for a new owner.
SMSF annual compliance checklist for 2026–27: what trustees must complete before 30 June
Every self-managed super fund must meet a set of annual compliance obligations by 30 June. Missing a deadline doesn't just mean a penalty. It can put your fund's complying status at risk. Here's everything on the list for 2026–27.
Super contribution caps for 2026–27: concessional, non-concessional and the bring-forward rule
How much you can put into super in 2026–27, and in what form, shapes both your retirement savings and your tax. Here are the current caps in plain English.
Business tax planning: do more with your money
Tax planning is a legal, year-round way to lower what your business owes and free up cash for growth. Here are the levers that matter, the deadlines that drive them, and how to build a plan across the whole financial year.
Crypto tax in Australia: what you need to report
The ATO treats cryptocurrency as a CGT asset, not money. Every time you sell, swap or spend it, you trigger a tax event. Here's what's reportable, how the 50% discount works, and the records the ATO expects you to keep.
SMSF tax planning: strategies for trustees in 2026-27
An SMSF is one of the most tax-effective structures in the system. Getting that benefit depends on how the fund is run. Here are the levers that matter in 2026-27: contribution timing, the CGT discount, franking credits and the pension phase.
Australian income tax rates and brackets for 2026-27
The full resident tax brackets, rates and tax tables for 2026-27, including the new 15% rate that replaced 16% on 1 July 2026. Work out your marginal rate and the parts of the scale people most often misread.
Redundancy pay in Australia and how it's taxed
A genuine redundancy payment is partly tax free, and the tax-free slice grows with every completed year of service. Here's how the limit is calculated, how the balance is taxed, and what the payout means for super and the year's tax return.
How to Choose a Tax Accountant in Australia: A Practical Guide
A good tax accountant does more than lodge a return once a year. Here's how to tell a genuine adviser from a form-filler, what to ask before you engage one, and why a firm that also handles your planning and lending can save you money the standalone options miss.
Important Tax Dates & Obligations Q1 – FY 2027
Key tax lodgement dates and obligations for Q1 FY 2027 (July – September 2026). Deadlines for BAS, PAYG, super contributions, TPAR and more.
Testamentary trusts: why the retained tax status matters
The government has confirmed testamentary discretionary trusts will keep their tax-advantaged status. Here's what that means, why these structures are one of the most powerful estate planning tools available, and who should consider one.
Division 296: the new tax on large super balances
Division 296 adds an extra layer of tax to superannuation balances above $3 million from 1 July 2026. Here's what it means, who it affects, and why the year to 30 June 2027 is the window to plan.
Salary sacrifice and super: how it works and what it saves
Salary sacrificing into super is one of the most tax-effective strategies available to Australian employees. Here's what can be sacrificed, what the tax saving looks like at different incomes, and the traps that catch people out.
Managing CGT in your SMSF (and why it matters more after 2027)
The 2026 budget left SMSF capital gains tax rules untouched while reforming individual CGT from 1 July 2027. How SMSF CGT works and why the gap is widening.
Variations of debt recycling strategies
Debt recycling isn't a single strategy. It has variations from plain vanilla to property-with-a-trust. A guide to the main approaches and where each one fits.
Federal Budget 2026-27
The 2026–27 Budget represents a meaningful shift in Australia's tax system, with a focus on improving housing affordability, rebalancing tax concessions, and cost-of-living relief.
Debt Recycling – A Strategy for Every Market
With interest rates at elevated levels, achieving financial success may seem challenging. However, there are strategies that remain effective regardless of market conditions. One such strategy is Debt Recycling.
Using business money and assets for personal use or benefit?
The ATO regularly publishes focus areas for small businesses. One of the top areas where the ATO regularly sees errors is where a private company shareholder uses business money and assets for personal use or benefit.
Fringe Benefits Tax
The ATO is increasing its focus on FBT compliance, particularly for small and medium-sized businesses. Key areas include company vehicles, logbooks, and employee benefits.
NSW Land Tax 2026 – It's Here Again
During the 2025 calendar year you may have inherited, purchased or otherwise acquired land in NSW for the first time and may now be liable to pay land tax. For
Retirement Planning: What to Do With Your Superannuation
Approaching retirement? Learn how to use your superannuation for income, reduce tax and plan ahead with expert retirement planning advice.
Car Claims For Electric Vehicles
Working out the cost of electricity used to run your electric vehicle for business purposes requires specific records and some key choices. Here's what you need to know.
SMSF annual compliance checklist: what trustees must complete before 30 June
Every self-managed super fund must meet a set of annual compliance obligations by 30 June. Missing a deadline doesn't just mean a penalty. It can put your fund's complying status at risk. Here's everything on the list.
Debt recycling: turning your mortgage into a tax-efficient investment strategy
Debt recycling is one of the most powerful wealth-building strategies available to Australian homeowners, yet it's widely misunderstood. This guide explains how it works, who it suits, and the risks you need to understand.
Super contribution caps for 2025–26: concessional, non-concessional and the bring-forward rule
Understanding how much you can contribute to superannuation, and in what form, is fundamental to maximising your retirement savings and managing your tax. Here are the 2025–26 rules in plain English.
Company, trust or sole trader: choosing the right structure for your business
The structure you choose for your business affects your tax bill, your asset protection, your ability to split income and your flexibility to bring in investors. Most Australians pick a structure without fully understanding the long-term implications.
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