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ATO

Yesterday

The ATO is continuing its fight over unpaid present entitlements.

$1b family trusts dispute may be headed to the High Court

The Australian Taxation Office will continue to fight a decision that could leave it owing as much as $1 billion in refunds to 971,000 family trusts.

February

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Bullock admits RBA too slow; Domain rockets; Mansion smashes record

Read everything that’s happened in the news so far today.

The ruling in favour of Melbourne accountant Steven Bendel could lead to $1 billion in refunds.

Family trusts may seek $1b in tax refunds after landmark decision

Family trusts incorrectly penalised by the Australian Tax Office should act now to lodge objections, lawyers say.

Solomon Lew at the Premier AGM in December last year.

Mystery ATO tangle in Solomon Lew’s web

The billionaire rag trader’s network of associated entities stretches into complexity.

Mineral Resources boss Chris Ellison.

MinRes confirms Ellison exit, board rules no further penalties for MD

Mineral Resources’ embattled board has confirmed to shareholders that Chris Ellison will depart the miner.

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What the ATO wants to know about your family’s succession plan

The founders of some of the nation’s most successful family business will soon turn 70, and the ATO wants to know what comes next.

While I’m no fan of policy-free elections, I’m even less of a fan of change for the sake of it.

First, do no harm to the tax system at the 2025 election

Large corporates would take a promise to do nothing over ‘somethings’ that have translated into complex and productivity-sapping changes to an already uncompetitive corporate tax system.

January

Accountants working for higher net worth individuals are already fielding calls for   advice.

ATO to crack down on Baby Boomer wealth transfer ‘risks’

The Australian Taxation Office says it will zero in on Baby Boomers restructuring private companies to pass billions onto their heirs.

December 2024

The ATO and PwC were in a long-running battle over expansive claims before the tax scandal broke.

Harsher penalties urged for PwC-style false privilege claims

The changing nature of law firms is making privilege claims more difficult to determine, a federal government discussion paper says.

Perpetual Chairman Tony D’Aloisio with Perpetual CEO Bernard Reilly prior to the Perpetual AGM.

Grant Samuel delivers all but fatal blow to $2.2b Perpetual deal

The corporate advisory firm, assigned as an independent expert on the sale, said it was not in the best interest of investors.

November 2024

The SMSF Association says more people could be affected by the proposed $3 million super cap.

Why SMSFs might soon need to load up on cash

Taxing unrealised capital gains on super balances over $3 million will make cash-flow management extremely difficult.

ATO second commissioner Kirsten Fish will appear at CFO Live.

Tax Office tells CFOs to question their lawyers and accountants

Businesses should learn from the PwC tax scandal by testing the tax advice of accountants and lawyers to avoid being shamed in public, the ATO says.

Big four

What the inquiry into the structure of the big four firms recommended

A summary of the key recommendations from the joint parliamentary inquiry into the structure of the big four consulting firms and what they mean for the sector.

MinRes governance nightmare rages with Hesta putting it on ‘watch’

Hesta said the governance failures at Mineral Resources are “extremely concerning” and ASIC has progressed to an official investigation.

PwC in the spotlight.

PwC still not transparent enough on tax leaks: inquiry

A parliamentary inquiry has found PwC International and PwC Australia have engaged in an ongoing cover-up of the extent of the tax leaks scandal.

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Chris Ellison will depart as Mineral Resources managing director within 18 months.

MinRes’ Chris Ellison finds another way to reduce his tax

Having played such a blinder on the ATO already, having it forfeit part of the cost of his contrition seems the least Chris Ellison could try.

From left: PwC’s Meredith Beattie, Luke Sayers and Tom Seymour.

ATO gave PwC CEO early warning about ‘incompetent’ tax division

New details of a meeting in February 2020 between the ATO’s Jeremy Hirschhorn and then-PwC CEO Luke Sayers contradict earlier evidence provided by Mr Sayers.

October 2024

The Adelphi Hotel on Melbourne’s Flinders Lane  sold at 24pc discount to its last purchase price.

Virtical’s Adelphi Hotel sold for discounted $19m

Collapsed pub and hotel developer and operator Virtical bought the boutique Melbourne hotel on Flinders Lane for $25 million in 2023.

Richard White and Chris Ellison are under heavy fire.

Chris Ellison and Richard White should stand aside

MinRes and WiseTech have done the minimum necessary to buy time. The companies are offering crisis management, not good governance.

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Financial advice is expensive – is it tax-deductible?

A change from the ATO has broadened the tax-deductibility of some financial advice fees, which should make seeing an adviser for the first time a bit cheaper.

Original URL: https://www.afr.com/topic/ato-jl0