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Resources and Links

Individual/Business & Super Fund Checklists

Individual Checklist – to be completed by all clients in preparation of 2022 Tax Return

Business Checklist – Company, Partnership, Sole traders and trusts should complete the business checklist as well the individual checklist. 

Super Fund Checklist – Tax clients for superannuation fund returns should complete the super fund checklist as well the individual checklist. 

Working from Home Deductions

To be eligible to claim a deduction for working from home expenses, you must:

• incur additional running expenses as a result of working from home
• be working from home to fulfil your employment duties, not just completing minimal tasks
• keep records at the time you work to prove you incur the cost.
To calculate your working from home expenses, you can use the revised fixed rate method or the actual cost method. Remember, you can only claim the work-related part of an expense. See more information in the ATO fact sheet.

End of Financial Year Tips

Year-end superannuation contributions and concessions

With the financial year-end fast approaching, there is still time to take advantage of the various superannuation contribution strategies and concessions that are available. See Fiducian’s summary of these strategies and concessions.

EOFY  Tax Checklist

Fiducian have produced a handy checklist to help create a smoother and quicker process for tax time.


8 Ways to Boost your Super

The best way to ensure you will have a financially comfortable retirement is to boost your super with regular contributions which includes your employer contributions and any additional contributions, if you can afford them, as well as reviewing your super funds on a regular basis. By starting now and making small changes to how you approach your super savings, you can get closer to the retirement you’d like – and hopefully make your savings last longer.

Buying a Business

Due Diligence Checklist

Buying an existing business requires careful consideration. This checklist highlights common areas that must be considered when buying a business. It should be noted that a business can be purchased either by buying the business’s assets or, alternatively, by buying the shares in a company (or units in a trust, etc).
It is important to conduct a thorough due diligence review before deciding to buy. The review should find out as much information about the business as possible, which you can then discuss with your adviser. You should also consider how embarking on a business venture would fit with your personal circumstances, expectations and skills set.