I planned to book with Jarrod but I cannot see his name on the calendar Jarrod only takes some appointments due to his client list being full. You can see Jarrod for: New client - Tax advice meetings New client - Free quote for late tax returns (3 or more…

If you have a student debt (a HELP debt, or HECS debt to use the old name), you have to repay some of the debt each time you lodge your tax return - provided your income was above the minimum threshold. In the good old days, the definition of income…

I want to quickly mention an issue that you might occur if you work for the Australian arm of an overseas company. And I want to warn you that if you receive a particular ATO letter, you need to drop everything and sort it out. See below. I had a…

Jarrod Rogers CPA, Feb 2022 The early retirement scheme (ERS) or early retirement plan (ERP) is offered to employees in the Victorian public service from time to time.  With the size of public service there is always likely to be one department or another restructuring, meaning these offers are very…

We refer to visas and the current rules for temporary migrants, but we emphasise that we are not government officials or migration agents and you should confirm the details of this article with the relevant authority before cancelling or changing insurance. The author owns shares in a health insurer. Health…

ATO email scams - How to stay safe Spam email is a fact of life, and there are many financial scams around. But it seems that ATO scams are on the increase. I've received scam emails myself, and I've been getting more questions from clients about ATO email fraud.  …

Here are some helpful tax and business resources elsewhere on the web. abr.business.gov.au/ Australian business register. Apply for an ABN or update your details. Look up an ABN using the ABN Lookup search. www.asic.gov.au ASIC monitors companies (Pty Ltd) in Australia. Use this site to lodge ASIC forms and search…

Unless you don't have a TV or a radio you would know that the end of the financial year is nearly here. There are tax time sales and ads for health insurance everywhere. Most of these are sales gimmicks and nothing to do with your financial position. But there are…

1. Include all the elements of the cost base A capital gain is the difference between the capital proceeds (sale price) and the cost base (purchase price plus capital costs). Basically, the higher your cost base, the lower your capital gain. So make sure you include all the elements of…