2026 Individual Tax Checklist
2026 Individual Tax Checklist Click here for 2026 Individual Tax Checklist income Payment Summaries & Income Statements Lump Sum & Termination Payment Summaries Government Payment Statements (If received) Interest from Banks & Building Societies Dividend Statements for Received/Reinvested Dividends Annual Tax Statements from Managed Funds Buy/Sell contract notes for share transactions Annual Tax Statements … Continued
Read moreJune 2026 Newsletter
client alert tax news | views | clues Don’t rush to lodge too early this tax time! You may be tempted to lodge your tax return on 1 July to tick that job off the list, or to chase a refund to help with cost of living pressures. However, the ATO has a clear message … Continued
Read moreFederal Budget – May 2026
federal budget | May 2026 PERSONAL TAXATION Personal tax rates: existing cuts for 2026–2027 and 2027–2028 unchanged In the Budget, the Government did not announce any further changes to the personal tax rates. However, the proposed new $250 working Australians tax offset (WATO) from 1 July 2027 is expected to increase the effective tax-free threshold … Continued
Read more