DFK Gray Perry

A reminder for our business clients: Payment is due 21st June.

As always, feel free to contact us if you require assistance with your lodgement.

[email protected]

Welcome to the May DFK Gray Perry Bulletin. This edition features:

🔹 ATO Updates EV Home Charging Rate: What It Means for You

🔹 Practical Help for Businesses Impacted by Fuel Disruptions

🔹 New ATO “Verify Call” Feature: Instant Protection Against Phone Scams

🔹 Superannuation contribution caps to increase from 1 July 2026

You can read the full DFK Gray Perry Bulletin here:

DFK Gray Perry Bulletin May - DFK Gray Perry Adelaide Welcome to the May DFK Gray Perry Bulletin. This edition features:🔹 ATO Updates EV Home Charging Rate: What It Means for You🔹 Practical Help for Businesses Impacted by Fuel Disruptions🔹 New ATO "Verify Call" Feature: Instant Protection Against Phone Scams🔹 Superannuation contribution cap...

Employers: It's SG Payment time again!

Be sure to lodge and pay at least one week BEFORE 28 May to avoid penalties.

If you need assistance, please contact us on 8212 2366 to discuss your situation and the options available.

A reminder for our business clients: Payment is due 21st May

As always, feel free to contact us if you require assistance with your lodgement.

📞 61 (8) 8212 2366
📧 [email protected]

This Budget delivers modest short‑term relief targeted at workers, while investors and trust structures will face significant change over the coming years.

Key highlights include:

🔹Workers benefit from a new $250 annual tax offset, starting 2027–28

🔹Small businesses gain certainty with a permanent $20k asset write‑off and loss carry‑back rules

🔹Property investors face restricted negative gearing, and a move away from the 50% CGT discount

🔹Loss carry‑back and refunds reintroduced to support small business and start‑ups

🔹Discretionary trusts will face a new 30% minimum tax from July 2028

🔹Housing, productivity and infrastructure are prioritised, while NDIS spending is tightly controlled

The key takeaway: this is not a “do nothing” Budget. Many measures are delayed — which means now is the time to review structures, asset holding strategies and business plans before the changes apply.

You can read our full budget reports here:

2026–27 Federal Budget: What It Means for You - DFK Gray Perry Adelaide This Budget delivers modest short‑term relief targeted at workers, while investors and trust structures will face significant change over the coming years. Key highlights include:

From 1 July 2026, a new tax (Division 296) will be introduced to reduce concessional tax rates on superannuation earnings above $3 million. But how does Division 296 work, and are you affected?

Read our latest article here:

Division 296 - does it affect you? - DFK Gray Perry Adelaide From 1 July 2026, a new tax (Division 296) will be introduced to reduce concessional tax rates on superannuation earnings above $3 million. But how does Division 296 work, and are you affected?

A reminder for our clients that by 15 May, you need to lodge 2025 tax returns for all entities that did not have to lodge earlier (including all remaining consolidated groups) and are not eligible for the 5 June concession.

Due date for companies and super funds to pay if required.

Note: Individuals and trusts in this category pay as advised on their notice of assessment.

As always, feel free to contact us if you require assistance with your lodgement.

📞 61 (8) 8212 2366
📧 [email protected]

Employers: It's SG Payment time again!

Be sure to lodge and pay at least one week BEFORE 28 April to avoid penalties.

If you need assistance, please contact us on 8212 2366 to discuss your situation and the options available.

Welcome to the April DFK Gray Perry Bulletin. This edition features:

🔹 What the New Div 296 Tax Means for Individuals with Large Super Balance

🔹 A Wake-Up Call for Family Businesses on Fringe Benefits Ta

🔹 Key Lessons from the Kilgour Case: Smarter Valuations in Business Sale Transactions

🔹 The ATO Targets FBT on Work Vehicles: Don’t Let Assumptions Cost You

You can read the full DFK Gray Perry Bulletin here:

DFK Gray Perry Bulletin April - DFK Gray Perry Adelaide Welcome to the March DFK Gray Perry Bulletin. This edition features: DPN Review: A Wake-Up Call for Business Owners on Personal Tax Risks Navigating CGT on Your Home: New ATO Clarity for Home-Based Businesses ATO Update on Inherited Homes: What it Means for Your Family’s Wealth Keeping Your Self-M...

Business Clients: Don't forget to lodge your January - March BAS.

Feel free to contact our office if you require assistance with BAS Lodgements.

📞 61 (8) 8212 2366
📧 [email protected]