Client / Agent Linking: An ATO How-To Guide

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Client / Agent Linking: An ATO How-To Guide to Set Up

Recently, the ATO has introduced a new process for linking clients with agents. The agent-client linking process has been developed to ensure secure and streamlined interaction between tax agents and businesses. Businesses and self-managed super funds can use the ATO's online services to nominate an agent. The following steps are for clients who need to nominate an agent.


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We're always here to help our clients. Contact us on 03 5911 7000 if you require assistance with your Client / Agent Linking.


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11 Sep

Super Guarantee and Employee Terminations: Compliance Essentials for Employers

WEBINAR 11 SEPT // 12PM

In the third session, we'll delve into superannuation guarantee changes, including proposed changes to payday superannuation, new rates and bases, and the impact on SG liability. Gain insights into employer deductions, termination of employment considerations and more.


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11 Sep

How to record bad debts in Xero


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11 Sep

How to record incorrect payment against an invoice in Xero


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4 Sep

Allowances, FBT, and Compliance for Employers

WEBINAR 4 SEPT // 12PM

Master allowances and reimbursements, understand their PAYG and super guarantee implications, and learn to navigate travel vs. living-away-from-home allowances. Gain insights into FBT considerations, new ATO record-keeping requirements, and effective salary packaging arrangements.


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28 Aug

Employee vs Contractor: Know the differences and get your employment right

WEBINAR 28 AUG// 12PM

Explore the crucial differences between employees and contractors. We'll discuss when genuine contractors are considered employees for PAYG withholding and SG, key factors determining employment or contract arrangements, and new guidance from the ATO.


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28 May

How To Add Long Service Leave in Xero


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21 Nov '23

How to Register a Business for Paid Parental Leave in the ATO Portal


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21 Nov '23

How To Set Up and Process Paid Parental Leave in Xero


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28 Sep '23

Redundancy: The Next Steps To Manage and Protect Your Finances

ONLINE WEBINAR
28 September 2023 // 12:30 - 1:30p.m.

In today's ever-changing economic landscape, facing redundancy can be daunting, impacting both your financial and emotional well-being. This webinar is tailored to address these concerns, offering practical insights and strategies to navigate the complexities of redundancy and secure your financial future.


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9 May '23

PCG 2021/4 ATO Tax Ruling Professional Firm Profits - Sample Report

Effective at 30th of June 2023, our sample PCG 2021/4 report uses Dr. Nicole Smart as our example. 


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27 Apr '23

Insurance (Minus The Bull)

ONLINE WEBINAR
27 April 2023 // 12:30pm
Let's face it, insurance is not the most exciting topic. In this webinar we'll offer guidance on how to compare different insurance policies, assess your risk, read beyond the marketing and how to get the most value for your money.


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13 Apr '23

Xero Personal Cashbook: How to edit your chart of accounts


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13 Apr '23

Xero Personal Cashbook: How to reconcile your personal credit card


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13 Apr '23

Xero Personal Cashbook: How to reconcile transfers between your accounts


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13 Apr '23

Xero Personal Cashbook: How to prepare a cash summary report


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13 Apr '23

Xero Personal Cashbook: How to add a bank account


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6 Apr '23

PCG 2021/4 Professional Firm Profit

The ATO guidance (PCG 2021/4) totally changes the way that professional firm profits can be allocated (or split) among a family group from 1 July 2022 onwards.


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5 Apr '23

Tax Planning - What is it and how can it save you money?

When an accountant talks about Tax Planning what do they actually mean? As part of our tax advisory service we always offer strategic tax advisory, but it's important to note there are a lot of things that accountants cannot implement after June 30.


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5 Apr '23

2023 Tax Return - Items To Consider

To maximise your deductions and ensure that your tax return is complete, please review the following items and advise your Accountant if any apply to you.


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5 Apr '23

Tax Return Checklist for Property Investors

Understand what expenses you can claim as a property investor.


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5 Apr '23

Is It Tax Deductible? The Checklist You Need

Everyone wants to pay less tax, right? To do that you need to know what you can claim… and what you can’t.


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5 Apr '23

Why You Should Lodge an FBT Return

Why should you lodge an FBT return where no FBT is payable? Well, for the simple reason that it turns on a three-year deadline for the ATO to commence audit activities. This is a NEW ATO rule as a result of massive deficits due to COVID. The ATO need to gain more funds somehow...FBT liability is one of the methods.


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30 Mar '23

Gen Z Financial Roadmap

ONLINE WEBINAR
30 March 2023 // 12:30pm

Gen Z, it’s time to level up your financial literacy. This is the stuff that you didn’t learn in school. Get ready to learn the ins and outs of budgeting, saving, and investing in a way that’s relevant to where you’re at right now.


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2 Mar '23

Superannuation Unpacked

With over $13 BILLION dollars in unclaimed super across Australia, it’s evident that many are not even really sure on how super works. Our expert financial advisors want to give you back control over your money.


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23 Feb '23

Successful Succession Planning For Business

ONLINE WEBINAR
23 February 2023 // 12:30pm
In our upcoming webinar we'll be diving into some common exit strategies for successful succession planning, the pros and cons, and what you need to consider before making a decision.


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15 Feb '23

How to Add Users to Your Xero Account


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15 Feb '23

How To Upload Documents to Hubdoc


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15 Feb '23

Publishing Hubdoc Bills in Xero


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15 Feb '23

Identifying Your Top Income Clients in Xero


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15 Feb '23

How To Reconcile Personal Transactions in Xero


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