Adam Jacobson - Accountant

Adam Jacobson - Accountant Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Adam Jacobson - Accountant, Accountant, 714-716 High Street, Kew East, Melbourne.

Principal | Link Wealth Accounting
Chartered Accountant | Tax Agent
Strategic tax advice for business owners and individuals
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03/06/2026

Do you understand the changes to the CGT discount? It matters because it could affect your investments. Previously, you could apply a 50% discount. For example, if you bought an asset for $5 and sold it for $25, your $20 capital gain was only taxed on $10.

Now, the new indexation method adjusts the cost base for inflation. Hold that $5 asset for 10 years with 100% inflation, your cost base becomes $10. Selling it for $25 now means your taxable gain is $15. The rules are more complex, but knowing this can help you plan smarter.

P.S. DM me if you want a simple breakdown of how the CGT changes might impact your investments.

Disclaimer: This video is not for financial or tax advice and for educational purposes only. Liability limited by a scheme approved under Professional Standards Legislation.

02/06/2026

Budget changes are here and discretionary trusts are now paying 30% tax, while individuals receive a non-refundable tax offset.

Non-refundable means if you don’t pay tax, you don’t get a refund. Unlike franking credits, this can leave lower-income beneficiaries out of pocket.

There are ways to optimise this, like paying yourself a wage instead of a distribution.

P.S. DM me if you want to learn how to manage trust distributions and tax offsets effectively.

Disclaimer: This video is not for financial or tax advice and for educational purposes only. Liability limited by a scheme approved under Professional Standards Legislation.

01/06/2026

Trusts are not suddenly dead, but the old playbook may need a rethink.

With the proposed 30% tax on trust distributions, the real question is not just whether a trust still works. It is whether the person receiving the distribution can actually claim that tax back through their own return.
That is where the strategy gets interesting. A mix of wages and distributions could still make a trust effective, but it needs to be structured properly, not guessed at the end of the year.

P.S. If you want to understand whether your trust structure still makes sense under the proposed changes, send me a DM.

Disclaimer: This video is not financial or tax advice and is for educational purposes only. Liability limited by a scheme approved under Professional Standards Legislation.

31/05/2026

When people hear “top 10% earner”, they often picture someone with endless money and a completely different lifestyle.

But in Australia, that number is around $150,000 before tax, which looks very different once you factor in tax, mortgages, rent, kids, insurance, groceries, and the cost of getting ahead.

The real question is whether the current tax conversation is targeting the ultra-wealthy or pulling more middle-income Australians into the firing line.

P.S. If you want to understand how tax changes could affect your financial position, send me a DM.

Disclaimer: This video is not financial or tax advice and is for educational purposes only. Liability limited by a scheme approved under Professional Standards Legislation.

30/05/2026

You can claim some tax deductions without receipts, but that does not mean without records.

Bucket donations, laundry, work from home hours and cents per kilometre car claims can all add up before EOFY. The key is knowing the rules and being able to show how you calculated the claim if the ATO ever asks.

Easy deductions are only easy when you get them right.

P.S. If you want help checking what you can claim before EOFY, send me a DM.

Disclaimer: This video is not for financial or tax advice and for educational purposes only. Liability limited by a scheme approved under Professional Standards Legislation.

29/05/2026

Did you know you can claim five tax deductions without receipts?

You can claim an instant $1,000 tax deduction for work-related expenses without receipts as long as you can show how you calculated the amount, but you can’t claim any additional work expenses on top.

You can also claim $10 for charity donations, $150 for laundry expenses for occupation-specific clothing, 70 cents per hour when working from home, and up to 5,000 kilometer's for work-related driving which equals $4,400 in deductions.

These deductions can add up to thousands in tax savings, as long as you keep the right records.

P.S. If you want to make sure you are claiming everything you are entitled to, send me a DM.

Disclaimer: This video is not for financial or tax advice and for educational purposes only. Liability limited by a scheme approved under Professional Standards Legislation.

28/05/2026

Tax time doesn't have to be complicated.

Two of the easiest deductions to understand are work from home expenses and motor vehicle claims. But even when receipts are not required, you still need to be able to show how you calculated the claim and make sure it relates to your work.

The biggest issue we see is people either missing deductions completely or claiming things the wrong way.

P.S. If you want help making sure you are claiming correctly this tax time, send me a DM.

Disclaimer: This video is not for financial or tax advice and for educational purposes only. Liability limited by a scheme approved under Professional Standards Legislation.

27/05/2026

EOFY is one month away, and these are three tax deductions worth paying attention to.

Motor vehicle claims, additional super contributions and depreciation on work equipment can all create meaningful tax savings when used correctly. But the key is understanding the rules, keeping proper records and knowing which method actually gives you the best outcome.

The biggest mistake people make is either not claiming enough… or claiming things incorrectly.

P.S. If you want help maximising your deductions before EOFY, send me a DM.

Disclaimer: This video is not for financial or tax advice and for educational purposes only. Liability limited by a scheme approved under Professional Standards Legislation.

26/05/2026

Big superannuation changes are coming from 1 July 2026.

Contribution caps are increasing, the bring forward rule is getting larger, the transfer balance cap is rising to $2.1 million and payday super is finally arriving. For a lot of Australians, these changes could create new planning opportunities, especially around additional contributions and retirement strategies.

The key is knowing the timing, because in some cases waiting until after 1 July could actually put you in a better position.

P.S. If you want to understand how these super changes could affect your strategy, send me a DM.

Disclaimer: This video is not for financial or tax advice and for educational purposes only. Liability limited by a scheme approved under Professional Standards Legislation.

25/05/2026

Using your car for work? A logbook could unlock a much bigger tax deduction.

If you keep a valid 12 week logbook, you can work out your business use percentage and apply it to costs like fuel, rego, insurance, repairs, maintenance, car washes, depreciation and even loan interest. For some people, that can add up to thousands.

The key is simple. Keep the right records before tax time.

P.S. If you want help working out whether the logbook method could give you a better result, send me a DM.

Disclaimer: This video is not for financial or tax advice and for educational purposes only. Liability limited by a scheme approved under Professional Standards Legislation.

Address

714-716 High Street, Kew East
Melbourne, VIC
3102

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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