Blog

The Early Pension Withdrawal Trap: How Timing Can Cost Your SMSF Tens of Thousands in Tax
Exempt current pension income, disregarded small fund assets, and why the day you draw down your pension matters more than

ATO Audit Victory: How Vale Legal Defused a Multi-Million Dollar Tax Dispute
Outcome Vale Legal successfully resolved a long‑running and high‑risk Australian Taxation Office audit that exposed the client to millions of

New SMSF Borrowing Rules for Residential Property (2026)
On 26 June 2026, the Treasury Laws Amendment (Tax Reform No. 1) Act 2026 received Royal Assent, giving legislative effect

Bendel – Should Taxpayers Get Excited?
High Court Decision is here. The High Court has dismissed the Commissioner of Taxation’s (Commissioner) appeal in Commissioner of Taxation

Federal Budget 2026: Initial Analysis of Tax Reform
I have put pen to paper and am keen to share my top line commentary on the May 12 Federal

ATO Interest Remission Success: How Vale Legal Eliminated $136,000 in GIC Charges
Outcome Vale Legal assisted the client to present a comprehensive and compelling application to the Australian Taxation Office achieving remission

ATO Audit Turnaround: How Vale Legal Secured a $482,500 Tax Refund in a Residency Dispute
Outcome Vale Legal successfully resolved a complex Australian Taxation Office (ATO) audit, resulting in the client receiving a refund of

Navigating the ATO’s New GIC Remission Regime: What Taxpayers and Advisers Need to Know
The ATO’s new GIC remission regime fundamentally changes how taxpayers and advisers must approach interest and penalty relief, with standardised

Early Stage Innovation Company (ESIC) Tax Concessions
Qualifying for the ESIC concessions A company will be an early stage innovation company at a particular time (the “test time”) in

Family Law: Navigating SMSFs, Div 7A, Tax and Insolvency Issues
When couples separate, dividing assets is rarely just a legal exercise. Tax consequences can significantly impact the real value of

Intra Group Service Fees Not Deductible
The Full Federal Court in Commissioner of Taxation v S.N.A Group Pty Ltd FCAFC 10 (handed down on 17 February

Director Penalty Notices Explained: When Company Tax Debts Become Personal
A Director Penalty Notice (DPN) makes a director of a company personally liable for: Pay As You Go (PAYG) withholding