TidyTax

TidyTax We are a team of qualified CPA and Tax Agent with 10 years+ of expertise in tax & accounting services in Australia. Be TaxFit with TidyTax.

We are your tax accountant throughout the year in all aspects instead of just filling tax return. Why TidyTax
- Experienced & CPA Qualified Team
- Relationship Centric Approach
- Fixed Pricing
- Seamless Digital Experience
- Flexible Meeting Hours (evening & weekends)
- 100% Australian Owned & Operated
- Zoom & Phone meeting preferred to be CovidSafe

Individual Tax Return
We don't hire trainee or

graduates just for the tax season. Instead, all tax returns are managed by qualified and experienced CPA tax accountants. With a structured approach and years of expertise, our team have helped 1000+ individual taxpayers. Business Tax & Bookkeeping
Our practice is industry and technology agnostic, with no lock-in constraints. Depending on business needs we change our service model to provide fit for purpose service. Focus on business growth and let expert streamline and manage your books. Call us for an obligation-free meeting to demonstrate how we can tidy up your business processes, implement digital workflow to make decision making fast & factual.

01/06/2026

Income Splitting is becoming a bigger focus area for the ATO.

In simple terms, income splitting is when income earned by one person is allocated to another family member who may be on a lower tax rate.

The ATO generally looks at two broad types of income:

• Income generated from assets such as property, shares and investments
• Income generated from a person's skills, expertise and work

Common arrangements can include:

• Trust distributions
• Payments to family members through a business
• Profit allocation between related parties

The key question is whether the arrangement reflects the actual work performed and who ultimately benefits from the income.

With increased ATO attention in this area, it is important for business owners, contractors and professionals to understand how their structure operates.

If you'd like to understand how these rules may apply to your situation, reach out to TidyTax.

25/05/2026

🏠 “Buy new builds” is everywhere right now…
But here’s what many property investors are missing

Not every renovated or rebuilt property will automatically qualify as a genuine “new build” under the proposed Budget changes.

A brand-new development or off-the-plan apartment could be treated very differently compared to an established property that’s simply been renovated.

And that one detail could impact:
• negative gearing eligibility
• future CGT outcomes
• overall tax benefits and cash flow

This is where investors can get caught relying on headlines, reels, or general advice online.

Because in property tax, one small detail can completely change the outcome.

Before signing contracts or paying deposits, make sure you understand how the rules may apply to your specific scenario.

At TidyTax, we help investors understand the tax side before they commit.

🌐 https://zurl.co/3LESH

The proposed Federal Budget property changes could impact investors very differently depending on what they own 👀Two maj...
24/05/2026

The proposed Federal Budget property changes could impact investors very differently depending on what they own 👀

Two major areas being discussed:

🏠 Negative Gearing Changes
For established residential properties purchased after 12 May 2026:
• rental losses may no longer offset salary income
• losses may instead be quarantined to future rental income and capital gains
• existing properties owned before 12 May 2026 are proposed to be grandfathered

📈 CGT Reform Discussions
The announcements also discuss:
• replacing the 50% CGT discount with CPI indexation
• introducing a proposed 30% minimum tax concept
• different treatment for qualifying new builds

One of the biggest takeaways:
The proposed reforms appear to create a growing tax difference between:
• established properties
• qualifying new residential construction projects

This means future property decisions may rely far more on:
• purchase timing
• ownership structure
• exit strategy
• cash flow planning
• property type selection

TidyTax helps investors understand the numbers behind the headlines.

• Property tax planning
• CGT guidance
• Ownership structure reviews
• Investment property tax support

Disclaimer: This content is general educational information based on Federal Budget announcements and proposed reforms only. It is not tax, financial, or legal advice. Please seek personalised professional advice before acting.

One of the biggest proposed property tax changes from the Federal Budget announcements is how rental losses may be treat...
22/05/2026

One of the biggest proposed property tax changes from the Federal Budget announcements is how rental losses may be treated for established properties 👀

Example shown in this comparison:

A PAYG investor on a $210,000 salary with:
• established residential property
• annual rental loss of $14,810

Current treatment:
✅ rental loss can offset salary income immediately
✅ immediate tax benefit available

Announced proposed treatment from 1 July 2027:
⚠️ rental losses from established properties may no longer offset salary income
⚠️ losses may instead be carried forward against future residential rental income or future property gains only

But there’s another important point many people are missing 👇

The proposed announcements indicate newly constructed properties may receive different treatment compared to established properties.

SMSFs also appear largely unchanged under the announced framework.

This could create a major tax difference between:
🏠 established residential investments
vs
🏗 qualifying new build properties

Property tax strategy is no longer just about buying property.
Structure, timing, cash flow, and property type could become far more important if these reforms proceed.

TidyTax helps investors understand:
• negative gearing impact
• CGT implications
• ownership structures
• property tax planning

Disclaimer: This content is general educational information based on Federal Budget announcements and proposed reforms only. It is not tax, financial, or legal advice. Please seek personalised professional advice before acting.

What actually counts as a “New Build” under the proposed CGT reform discussions? 👀Not every renovated or rebuilt propert...
21/05/2026

What actually counts as a “New Build” under the proposed CGT reform discussions? 👀

Not every renovated or rebuilt property may qualify.

Based on the current Federal Budget announcements:

✅ Generally expected to qualify:
• Off-the-plan apartments
• Vacant land construction projects
• Multiple dwelling developments

❌ Generally not expected to qualify:
• Single-house knock-down rebuilds
• Cosmetic “near new” renovations

This distinction could become very important if future CGT concessions and negative gearing benefits are tied to qualifying new builds only.

A lot of investors are hearing “new build” but the real definition may be far narrower than expected.

Before buying, rebuilding, or restructuring property, it’s important to understand:
• whether the project may qualify
• future CGT implications
• ownership structure impact
• long-term exit strategy

TidyTax helps property investors understand the tax impact before making decisions.

• Property tax planning
• CGT guidance
• Ownership structure reviews
• Investment property tax support

Disclaimer: This content is general educational information based on Federal Budget announcements and proposed reforms only. It is not tax, financial, or legal advice. Please seek personalised professional advice before acting.

The Federal Budget announcements have triggered major discussion around the future tax treatment of investment propertie...
21/05/2026

The Federal Budget announcements have triggered major discussion around the future tax treatment of investment properties in Australia 👀

Under the proposed CGT reform per the budget announcements :

Established properties may lose access to the current 50% CGT discount system and move toward:
• cost base indexation
• minimum CGT tax concepts
• different long-term tax outcomes

Meanwhile, newly constructed properties are expected to receive different treatment and may continue receiving more favourable tax concessions to support housing supply.

This could create a major tax difference between:
🏠 established investment properties
vs
🏗 newly constructed properties

Right now, these are still budget announcements and proposed reforms — not enacted law.

Before making property decisions, investors should understand:
• ownership structure
• holding period
• future CGT impact
• cash flow consequences
• new build vs established property outcomes

At TidyTax, we help investors understand the real tax impact behind the headlines.

• CGT guidance
• Property tax planning
• Ownership structure reviews
• Investment property tax support

Disclaimer: This content is general educational information based on Federal Budget announcements and proposed reforms only. It is not tax, financial, or legal advice. Please seek personalised professional advice before acting.

20/05/2026

Property investing is not just about buying the “right” property.

The real difference comes when your:

• Tax structure
• Loan strategy
• Cash flow planning

are all aligned and working together.

We often see investors focus only on the property itself while missing the bigger picture behind ownership structure, borrowing capacity, ongoing cash flow pressure, tax impact, and long-term flexibility.

A smart investment journey starts with understanding how every piece connects before you commit.

At TidyTax we help clients understand the tax side of property investing, ownership structures, and cash flow impact so decisions are made with clarity from day one.

The 3 major scenarios property investors need to understand:• Existing investment properties• Buying established propert...
19/05/2026

The 3 major scenarios property investors need to understand:

• Existing investment properties
• Buying established property after Budget night
• Buying new builds

Key dates to watch:

📌 12 May 2026
📌 1 July 2027
📌 1 July 2028

A lot of investors are panicking unnecessarily.
Others are missing opportunities because they haven’t understood the transition rules properly.

The biggest mistake right now?
Making property decisions based on headlines instead of actual tax outcomes.

At TidyTax, we help clients understand:

• Negative gearing impact
• CGT transition rules
• Trust structure considerations
• Cash flow implications
• Property ownership setup before signing contracts

This is where proper tax guidance matters before the purchase — not after settlement.

📍 tax & loan advisory
🌐 TidyTax

Big growth rarely starts with one massive decision.It usually starts with small consistent actions repeated every single...
11/05/2026

Big growth rarely starts with one massive decision.
It usually starts with small consistent actions repeated every single day.

One client followed up.
One process improved.
One extra hour focused on quality.
One better system.
One uncomfortable decision made early.

Over time those “little thoughts” become big business changes.

At TidyTax, we see this every day with business owners who stay disciplined with their finances, reporting, cash flow, and long-term planning. The businesses that grow sustainably are usually the ones that stay consistent behind the scenes.

If your business finances feel messy or reactive, now is the right time to tighten the structure and build clarity.

TidyTax helps with:
• Tax Returns
• Business Accounting
• BAS & GST
• Bookkeeping
• Business Structuring
• Mortgage & Lending Support

🌐 TidyTax

We’ve been named a Finalist – Outstanding Accounting Services at the 2026 City Suburbs Local Business Awards.This isn’t ...
30/04/2026

We’ve been named a Finalist – Outstanding Accounting Services at the 2026 City Suburbs Local Business Awards.

This isn’t just a badge. It reflects the trust local clients place in us every day and the consistency we bring to getting their tax and business numbers right.

What this means to us
• Serving local individuals and small businesses with clarity and precision
• Building long-term relationships, not one-off returns
• Growing strongly while keeping service personal

In the last two years, we’ve doubled our client base and revenue — but the focus hasn’t changed. Clean work. Honest advice. Real outcomes.

Thank you to every client who backed us and referred us. This recognition belongs to you as much as it does to us.

If you’re looking for a tax agent who actually understands your numbers and keeps things structured, we’re ready.

TidyTax Services
• Individual Tax Returns
• Small Business Accounting & BAS
• Investment Property Tax Strategy
• ABN & Sole Trader Setup
• Mortgage & Lending Support

https://zurl.co/RKu74

Address

Level 2, 23 Foster Street
Surry Hills, NSW
2010

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