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FEATURED CASE STUDIES

Claiming Capital Losses on Overseas Property After Migration: How Jacques and Monique Turned a Capital Gain into a Tax-Deductible Loss
by Ershad Ullah | May 27, 2025
Property Investment

Background:  Jacques and Monique, a French couple in their early 40s, migrated to Australia in 2021 in pursuit of new opportunities. They purchased a new family home in Sydney, which became their main residence, and began their life as Australian tax residents. However, back in France, they still owned a family home they had purchased […]

GST, Income Tax & Capital Gains Explained for Small Property Developers: Mark & Cindy’s Duplex Case Study
by Defy Gunadi | May 4, 2025
Property Development

Background Mark and Cindy are passionate small-scale property developers. In 2023, they acquired a residential block, subdivided it, and developed a modern duplex with the intention of selling both properties on completion. As they are registered for GST, they claimed input tax credits on construction costs throughout the build. Upon completion, one unit was sold […]

RECENT CASE STUDIES

Can a Self-Managed Super Fund (SMSF) Purchase a Residential Property from Its Member?
by Ershad Ullah | April 28, 2024
Property InvestmentSMSF
Self-Education Expenses: Can You Incur Expenses and Claim Tax Deductions While Traveling?
by Defy Gunadi | April 21, 2024
Self EducationTax & Accounting
Can Non-Deductible Expenses Reduce Capital Gains? Exploring Shan and Zan’s Strategy to Minimise CGT through Personal Expenses
by Ershad Ullah | April 15, 2024
Capital Gain TaxProperty Investment
Claiming Interest During Construction: Exploring Richard and Zarina’s Tax Journey with Vacant Land
by Defy Gunadi | April 8, 2024
Capital Gain TaxProperty InvestmentProperty Tax
Final Call for Up to $25K Tax Deduction: Learn How Fima Utilises Catch-Up Contributions to Reduce Her Taxes to Zero
by Ershad Ullah | April 1, 2024
SMSFTax & AccountingTax Planning & Tax Tips
Property Rentals: Discover ATO’s Take On Ron and Alex’s Rental Property Deductions
by Defy Gunadi | March 24, 2024
Property InvestmentTax Planning & Tax Tips
Self-Managed Super Fund (SMSF) Investing in a Friendly Grocer or Small Business: Christina and Alex’s SMSF investment Journey. 
by Defy Gunadi | March 17, 2024
Small BusinessSMSF
Granny Flat Tax: Discover Whether Tim and Danica Pay Capital Gains Tax (CGT) on Renting Out Their Granny Flat
by Defy Gunadi | March 10, 2024
Capital Gain TaxProperty InvestmentTax & Accounting
Is It Possible to Sell Your Own Property to Your SMSF? Exploring Tania’s Journey
by Defy Gunadi | March 3, 2024
Property InvestmentSMSF

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