October brings important lodgment deadlines for registered agents, covering PAYG instalments, activity statements, superannuation contributions, and tax returns. Staying on top of these dates helps avoid penalties and ensures timely compliance for clients. Important dates: 21 October 28 October 31 October Note: The lodgment program allows flexibility, but some clients may require earlier submission to […]
October 2025 Tax Due Dates Read More »
Superannuation is often one of the largest assets Australians hold and provides significant tax advantages. However, strict rules apply to when it can be accessed. While super is most commonly accessed upon retirement, death, or disability, there are limited circumstances where early access is permitted. When early access may be available Early access to superannuation
Accessing Superannuation Funds for Medical Treatment or Financial Hardship Read More »
The ATO has announced its 2025–26 areas of focus for privately owned and wealthy groups. The ATO continues to focus on trusts and has raised a specific concern when it comes to applying the 45-day holding rule for franking credits in newly incorporated bucket companies. An Administrative Review Tribunal decision also serves as a warning
October 2025 Essential Tax Summary Read More »
A recent Administrative Review Tribunal (ART) decision — Goldenville Family Trust v Commissioner of Taxation [2025] — highlights just how critical timing and documentation are in tax planning, and the serious consequences of getting them wrong. What happened The case involved a family trust that earned significant income over several years (2015–2017). The trustee attempted
Trust Resolutions – Why Timing and Evidence Matter Read More »
Administration Officer
With her kind, caring and approachable nature, Reshika never fails to provide a positive, welcoming experience for our clients, assisting them as they walk in our door or call our office. She understands the power of customer service and is always willing to lend a hand.
With her fun and relaxed personality, Reshika is incredibly creative, especially when it comes to finding solutions for evolving challenges, from financial matters to marketing requirements and beyond. Holding a Masters of Business Administration with a major in Marketing and significant experience in the banking industry, Reshika has a unique combination of skills which makes her a real asset to Fortis.
Reshika is motivated to reach new heights, take risks and develop her career by working alongside Bernadette, our Client Administration Manager, and having the opportunity to learn new things such as new platforms and procedures.
Reshika is passionate about fitness and does not miss an opportunity to take advantage of the gym. Despite Reshika’s relaxed personality it all goes out the door when card or board games are involved!
