Sladen Snippet – TD 2021/D5 genuine disposal restrictions in employee share schemes

Sladen Snippet – TD 2021/D5 genuine disposal restrictions in employee share schemes

Whether an employee has genuine restrictions on disposing of an option/right or share issued under an employee share scheme (ESS) can determine whether tax can be deferred, and until when, under the ESS.

Sladen Snippet - Company Director Identification Numbers are Here

Sladen Snippet - Company Director Identification Numbers are Here

The time to apply for a director identification number (Director ID) is almost upon us. Under the 2020 Budget Digital Business plan, the Federal Government announced the establishment of the new Australian Business Registry Services (ABRS).

Windfall Gains Tax - legislation released – certain concessions granted

Windfall Gains Tax - legislation released – certain concessions granted

In line with the 2021/22 Victorian Budget announcements and following targeted consultations with various stakeholders, the Victorian Government has recently tabled a Bill to introduce the windfall gains tax - Windfall Gains Tax and State Taxation and Other Acts Further Amendment Bill 2021 (Bill).

Legal Professional Privilege in the spotlight

Legal Professional Privilege in the spotlight

Legal professional privilege (LPP) has once again become a topic of significant interest following the recent Full Federal Court decision of CUB Australia Holding Pty Ltd v FCT [2021] FCAFC 171 (CUB Decision) and the release of the draft LPP protocol from the Australian Taxation Office (ATO).

Sladen Snippet - Retirement income covenant will not apply to SMSFs

Sladen Snippet - Retirement income covenant will not apply to SMSFs

On 27 September 2021 the government released exposure draft legislation to introduce a retirement income covenant (Draft Bill).

Taxpayer Alert TA 2021/2 – undeclared foreign income – ATO declares war

Taxpayer Alert TA 2021/2 – undeclared foreign income – ATO declares war

In 2014, the Australian Taxation Office (ATO) undertook the high-profile amnesty – Project DOIT – that allowed Australian taxpayers to voluntarily disclose (undeclared) offshore income in return for a range of ATO administrative concessions on the period-of-review, penalties, and shortfall interest.

A Guide to Understanding Land Tax: Part 7 - Primary Production Exemption

A Guide to Understanding Land Tax: Part 7 - Primary Production Exemption

This is part 7 of our Land Tax Series which aims to deconstruct the various aspects of the complex land tax legislation.

A guide to understanding Land Tax Part 8: Charities, sporting clubs, not for profits and other exemptions

A guide to understanding Land Tax Part 8: Charities, sporting clubs, not for profits and other exemptions

In this Part 8 in our series of articles on land tax we examine the charities exemption as well as some other exemptions under the Land Tax Act 2005 (Vic) (LTA).

A Guide to Understanding Land Tax: Part 9 – Objections

A Guide to Understanding Land Tax: Part 9 – Objections

To recap: land tax is a state and territory tax levied on the total taxable value of land held by taxpayers in particular jurisdictions. Land tax is assessed on a calendar year basis on the land you own at midnight on 31 December.

Employee Share Schemes – another report champions essential reform!

Employee Share Schemes – another report champions essential reform!

The legislative and regulatory complexity of Employee Share Schemes has once again inspired recommended reforms, this time by the House of Representatives Standing Committee on Tax and Revenue, in a recent report.

Penalty relief for employer super guarantee mistakes in the stapled default super fund regime

Penalty relief for employer super guarantee mistakes in the stapled default super fund regime

As part of the broader ‘Your Future, Your Super’ reforms, the concept of default ‘stapled super funds’ for employees will take effect from 1 November 2021. Where employees start work on or after 1 November 2021, and do not choose a super fund, most employers will have to check with the ATO if their employee has an account with an existing super fund, known as a ‘stapled super fund’, to pay the employee’s super guarantee into.

Managing rental properties found to be a business (and business real property?)

Managing rental properties found to be a business (and business real property?)

In the recent decision of Allen and Commissioner of Taxation (Taxation) [2021] AATA 2768 (6 August 2021), the Australian Administrative Tribunal (the Tribunal) overturned a private ruling of the Commissioner of Taxation (Commissioner) and found that an individual taxpayer was personally carrying on a business of managing rental properties.

Advanced Holdings – Full Federal Court reiterates to read the trust deed!

Advanced Holdings – Full Federal Court reiterates to read the trust deed!

The Full Federal Court decision in Advanced Holdings Pty Limited as Trustee for The Demian Trust v FCT [2021] FCAFC 135 highlights important principles of trust deed interpretation and the limitations of statutory provisions concerning the evidentiary force of company records.

It also serves as a “sobering bookkeeping reminder” to directors of small companies and corporate trustees to keep good records, and as always, read the trust deed!

ATO to apply a more lenient approach to SG penalties

ATO to apply a more lenient approach to SG penalties

The super guarantee (SG) amnesty ended on 7 September 2020. The SG amnesty allowed employers to disclose and pay previously unpaid SG charge, including nominal interest, for the quarters between 1 July 1992 to 31 March 2018 without incurring the administration component or Part 7 penalties. In addition, payments of SG charge made to the ATO under the amnesty were tax deductible to the employer.

FCT v Ross Part 3: the onus of proof of disproving a default assessment

FCT v Ross Part 3: the onus of proof of disproving a default assessment

The Federal Court case of FCT v Ross [2021] FCA 766 concerned several aspects of taxation administrative law. This is the third article in a series on issues in FCT v Ross and discusses the onus of proof of disproving a default assessment.

FCT v Ross Part 2: death not a factor to remit penalties

FCT v Ross Part 2: death not a factor to remit penalties

The Federal Court case of FCT v Ross [2021] FCA 766 concerned several aspects of taxation administrative law. This is the second article in a series on issues in FCT v Ross and discusses death not being a factor to remit penalties.

ATO partially softens its view on non-arm’s length expenditure

ATO partially softens its view on non-arm’s length expenditure

After seeking advice from an independent advice panel, the ATO has released its finalised Law Companion Ruling setting out the ATO view on the non-arm’s length expenditure (NALE) amendments to section 295-550 of the Income Tax Assessment Act 1997 (ITAA97), LCR 2021/2. In addition, the ATO has amended its contribution tax ruling TR 2010/1. The final LCR and amendments to TR 2010/1 partially soften the ATO views on the application of NALE.

Faster Tax Write Offs For Intangible Depreciating Assets – Should You Self Assess?

Faster Tax Write Offs For Intangible Depreciating Assets – Should You Self Assess?

After 30 June each year taxpayer’s minds often turn to which expenses incurred during the year can be deducted. For taxpayers who have invested in intangible depreciating assets, announcements made as part of the Federal Budget announcements in May 2021 may come to mind.

Sladen Snippet – SMSFs can have 6 members from 1 July 2021

Sladen Snippet – SMSFs can have 6 members from 1 July 2021

The Bill which increases the maximum allowable number of members in an SMSF to six (the current maximum is four members) has passed both houses of Parliament and is now law. From 1 July 2021, SMSFs can now have anywhere between one to six members.