Unlocking Tax Savings: Can Your MBA (or Other Studies) Pay Off at Tax Time?

Unlocking Tax Savings: Can Your MBA (or Other Studies) Pay Off at Tax Time? If you’ve invested in further study — an MBA, a leadership course, or a postgraduate qualification — you might be wondering: can this help at tax time? For many professionals, the answer is yes — but only if the right boxes […]

FBT Meal Entertainment Guide: What’s Deductible This Festive Season

FBT Meal Entertainment Guide: What’s Deductible This Festive Season As the festive season approaches, many businesses celebrate with client lunches, team dinners, and end-of-year parties. But before you raise a glass, it’s worth understanding how these events are treated for tax purposes.   FBT and Meal Entertainment: What Counts? Meal entertainment includes: Taking staff or […]

When Medical Bills Meet Tax Rules – Lessons from a Heartbreaking Case

When Medical Bills Meet Tax Rules – Lessons from a Heartbreaking Case Imagine this: after years of hardship and illness, you’re forced to retire early on a Total and Permanent Disability (TPD) pension from your super fund. It’s your only income stream. Then come the medical bills – tens of thousands of dollars in treatments […]

Trust Resolutions – Why Timing and Evidence Matter

Trust Resolutions – Why Timing and Evidence Matter A recent decision of the Administrative Review Tribunal (Goldenville Family Trust v Commissioner of Taxation [2025]) highlights the importance of documentation and evidence when it comes to tax planning and the consequences of not getting this right.   The case involved a family trust which generated significant […]

Non-compete clauses: the next stage

Non-compete clauses: the next stage Back in March this year the Government announced its intention to ban non-compete clauses for low and middle-income employees and consult on the use of non-compete clauses for those on higher incomes. The Government has indicated that the reforms in this area will take effect from 2027. This didn’t come […]