by Investment Plus Accounting Group | Jul 24, 2025 | ATO, Income Tax, Tax Refunds
As the cost of living continues to rise, it’s no surprise that many Australians are eager to lodge their tax returns as soon as the financial year ends. With nearly half the country expecting a refund, it’s tempting to file early and pocket that cash. But the...
by Investment Plus Accounting Group | Jul 24, 2025 | Downsizing, Retirement Planning, Superannuation, Wealth Planning
If you’re planning to sell your home later in life, you may have a valuable opportunity to supercharge your retirement savings — even if you’re already retired or have a high super balance. Since 1 January 2023, Australians aged 55 or older can contribute up...
by Investment Plus Accounting Group | Jul 23, 2025 | Retirement Planning, Superannuation, Wealth Planning
If retirement is just around the corner and you’ve built up a sizeable bank of accrued leave, you may be facing a tough question: Should you take a well-earned break now or cash it out as a lump sum when you retire? While both options might seem attractive, the...
by Investment Plus Accounting Group | Mar 13, 2025 | FBT
The Fringe Benefits Tax (FBT) year-end is fast approaching and now is the time for businesses to review their obligations. Many business owners unknowingly provide fringe benefits without realising they may be liable for FBT. Failing to meet FBT requirements can lead...
by Investment Plus Accounting Group | Feb 5, 2025 | Cashflow, GST, Small Business, Small Business Tips, Tax & Accounting
Managing GST compliance can feel overwhelming, but with the right understanding of your obligations, you can make the process more manageable. The Australian Taxation Office (ATO) is committed to ensuring businesses comply with GST regulations, using advanced tools to...
