DFK Gray Perry

19/05/2026

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.

14/05/2026

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]

13/05/2026

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:

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:

12/05/2026

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:

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?

06/05/2026

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]

21/04/2026

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.

16/04/2026

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:

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...

13/04/2026

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]

10/04/2026

While there’s no easy solution to fix climate change, and certainly no magic formula that would reduce its effects overnight, there are still plenty of ways that businesses can help the environment, while also benefiting their bottom line.

In our latest article, we highlight five ways that a business may profit from more environmentally friendly working practices.

https://dfkadel.com/how-going-green-can-be-good-for-business/

07/04/2026

Australia’s superannuation system is undergoing one of its most significant transformations in decades. From 1 July 2026, Payday Super will fundamentally change how and when employers pay super — shifting from quarterly contributions to payments aligned with every pay cycle.

This reform, driven by the Australian Taxation Office, will have far-reaching implications across payroll, cashflow management, employment contracts and compliance. Employers who fail to prepare risk costly errors, penalties and operational disruption — while those who act early can strengthen processes, improve cashflow planning and build staff trust.

In this practical, expert-led webinar, our panel will break down exactly what businesses, finance & payroll teams and advisers need to know now to prepare for the transition.

What we’ll cover

➡️ Payroll & technical implications
➡️ Financial & business impacts
➡️ HR & employment law considerations
➡️ Critical issues for all employers

Who should attend Business owners, CFOs, payroll managers, HR leaders and advisers who want to confidently navigate Payday Super and avoid costly surprises before July 2026.

🎤 Webinar: Payday Super 2026 — What Every Employer Must Get Right Before 1 July
📅 Thursday 23 April, 1:00 PM

🔗 Register here: https://us02web.zoom.us/meeting/register/hD5e7u00SgmGC-dCFPaRCg #/registration

02/04/2026

Wishing our staff and clients a wonderful Easter.

Our office will be closed on Friday, the 3rd of April & Monday the 6th of April. We will reopen on Tuesday, the 7th of April.