In 2025, more Australians are becoming aware of the importance of securing what they’ve worked so hard to build. Whether it’s property, investments, or a growing business, protecting your assets is essential for long-term financial security and generational wealth. Many people willingly pay thousands each year for car, home and contents insurance—yet overlook asset protection […]
Introduction When it comes to tax time in Australia, most people think deductions are only for those with complex jobs or investment portfolios. In reality, every taxpayer—from a checkout operator or kitchen hand to a tradie, nurse, or CEO—has the opportunity to claim legitimate deductions that can reduce their taxable income and boost their refund. […]
The Australian Taxation Office (ATO) continues to scrutinise work-from-home (WFH) deductions, with particular attention on record-keeping and double-dipping (claiming the same expense twice). Now more than ever, it’s vital to use the correct method, claim only what you’re entitled to, and keep the right evidence. This 2025 guide explains who can claim, what you can claim, how the fixed rate and actual […]
Running a business in Australia can be both exciting and overwhelming. Over the years, I’ve seen more and more business owners caught up in compliance obligations — not because they’re careless, but because they’re busy running the business while rules keep changing, deadlines shift, and government reporting becomes more complex. Falling behind isn’t just stressful; […]
In recent years, most Australian state governments have introduced a land tax surcharge on foreign property owners. The stated aim is to encourage local ownership and generate additional revenue for housing and infrastructure. In New South Wales (NSW), the surcharge is particularly significant — 5% from 2025. That’s on top of standard land tax, making it one […]
Buying a new investment property is an exciting step—but once the settlement dust settles, many investors are left wondering: What expenses can I actually claim on my tax return? At Investax, we receive this question regularly – “How do I maximise my property tax deductions?”. Whether you’ve just picked up the keys to your first rental […]
The majority of Australians genuinely want to do the right thing at tax time. But too often, people are led astray by poor advice from inexperienced accountants, or by tips from self-proclaimed “experts” on TikTok, Facebook, and other social media platforms. Believe it or not, the ATO has even issued warnings urging taxpayers to be […]
thinking about doing some renovation work. But here’s the problem – everywhere you look, there’s mixed information about what you can and can’t do under a Limited Recourse Borrowing Arrangement (LRBA). Can you use borrowed funds for renovations? What types of work are acceptable, and what could land you in breach of superannuation laws? In […]
At Investax, we specialise in helping property investors claim every dollar they’re entitled to. Yet, year after year, we see a pattern: many clients either forget to provide key information or are surprised when we ask for certain details. Some even get annoyed by the number of questions we ask. But here’s the truth: we’re […]