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 »
The Federal Government has announced major changes to the way student loans are managed, providing relief to millions of Australians facing rising living costs. The changes include a 20% reduction in student loan balances and a new approach to repayment thresholds, giving many people more breathing room in their budgets. 20% Reduction in Student Debt
A Win for Australians with Student Debt Read More »
From 1 July 2025, the superannuation guarantee (SG) rate increased to 12%, marking the final stage of previously planned increases. This means employers are required to contribute 12% of an eligible employee’s earnings to their super fund. SG contributions are generally due 28 days after the end of each quarter, and it’s important for both
Superannuation Guarantee: Due dates and Considerations for Employees and Employers Read More »
Key Tax Due Dates 21 September 2025 30 September 2025 If you have any questions regarding the above information, please do not hesitate to contact our office to speak to one of our team.
September 2025 Tax Due Dates Read More »
This month, the ATO reminds tax practitioners about some situations when they need to apportion interest deductions for rental properties. The ATO is also reminding taxpayers to be careful with the main residence exemption and to ensure that CGT events are disclosed correctly in the tax return, even if an exemption is available. We also
September 2025 Essential Tax Summary Read More »
The Australian Taxation Office (ATO) has now completed its pre-fill data for 2025 individual tax returns, drawing information from employers, banks, government agencies, and private health insurers. If you have a straightforward tax situation, you can now lodge your return with confidence. This month also brings fresh ATO guidance: two new GST rulings (GSTR 2025/1
Aug 2025 Essential Tax Summary Read More »
This tax season, we’ve seen a surge in questions about whether interest on a loan can be claimed as a tax deduction. It’s a great question as the way interest expenses are treated can significantly affect your overall tax position. However, the rules aren’t always straightforward. Here’s what you need to know. The purpose of
Interest Deductions: How to Avoid Costly Mistakes (and Maximise Opportunities) 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!
