Happy New Financial Year! As we wrap up this financial year, it’s the perfect time to reflect — not just on your income and expenses, but on the tax deductions you may have missed. At Investax, we continue to see many clients overlooking valuable deductions that could make a real difference to their refund. While most […]
As the 2025 financial year draws to a close, tax planning is no longer just a smart move—it’s essential. Whether you’re an employee trying to reduce your tax bill, a property investor navigating complex deductions, or a business owner focused on cash flow, having the right strategies in place before 30 June can make a […]
Using tax-deductible loans wisely can be a powerful way to grow your wealth—whether you’re buying an investment property or funding a business purchase. But in 2025, with the ATO increasing its compliance efforts, it’s more important than ever to understand how to claim interest deductions correctly. If you’re a property investor or small business owner, the way you structure and use your […]
Using tax-deductible loans wisely can be a powerful way to grow your wealth—whether you’re buying an investment property or funding a business purchase. But in 2025, with the ATO increasing its compliance efforts, it’s more important than ever to understand how to claim interest deductions correctly. If you’re a property investor or small business owner, the way you structure and use your […]
As we approach the end of the financial year, it’s more important than ever to make your money work smarter—not harder. With rising living costs, interest rates, and insurance premiums still biting, many Australians are feeling the pressure. This tax time toolkit is here to help. Whether you’re a salaried worker, investor, or simply want […]
It wasn’t that long ago that adding children to an SMSF was something only parents nearing retirement thought about. But times have changed. These days, people are becoming more financially aware, and with information so readily available, many are thinking about wealth creation and preservation much earlier in life. As a result, what used to […]
As the 2025 financial year draws to a close in just a couple of months, it’s the perfect time to revisit one of the most common tax deductions for employees: work-from-home (WFH) expenses. With flexible work arrangements now a permanent fixture in many Australians’ lives, understanding how to correctly claim WFH deductions has never been […]
Many small business owners assume that payroll tax is only something that concerns large corporations with hundreds of employees. But in reality, even modestly growing businesses can find themselves unexpectedly liable. As wage costs rise, superannuation rates increase, and your team expands, you may quickly find your business edging closer to the payroll tax threshold without realising […]
Lodging a tax return is not just a financial task—it’s a legal responsibility for all Australian residents for tax purposes. The Australian Taxation Office (ATO) closely monitors tax return lodgements and, in recent years, has become increasingly impatient with late lodgers—especially repeat offenders. We understand that lodging a tax return is often the last thing […]