John Morgan is a tax specialist lawyer of more than three decades experience now practicing at the Victorian Bar - w: www.FJMtax.com e: f.john.morgan@vicbar.com.au

ATO warning – criminals targeting tax practitioners to steal details of their businesses and individual clients [64]

The ATO has warned tax agents that criminals are targeting tax practitioners to steal details of their business and individual clients. The ATO says these thieves have used this stolen information to create false payment summaries, lodge fraudulent returns and obtain fraudulent GST refunds. Consequently, this can result in financial loss for tax agents and…

*SIC and GIC rates for Apr-Jun 2014 quarter – base rate of 2.63% plus 3 and 7 basis points respectively – so the GIC is 9.63% pa [62]

The Tax Office has advised that the General Interest Charge (GIC) and Shortfall Interest Charge (SIC) rates for the 4th quarter of the 2013-14 financial year (ie 1 April 2014 to 30 June 2014) are as follows: GIC annual rate is 9.63%; GIC daily compounding rate is 0.02638356%; SIC annual rate is 5.63%; and SIC daily compounding rate is…

CR 2014/28-33 – Stapled security; Government payments; executive plan; return of capital; early retirement [59]

The ATO on Wed 19.3.2014, released the following Class Rulings: CR 2014/28: GDI Property Group – creating a new stapled security. It applies from 1 July 2013 to 30 June 2014. Broadly, the Ruling states that Australian resident unitholders are able to choose scrip-for-scrip rollover on the disposal and replacement of their units. CR 2014/29: Government funded payments made…

CR 2014/24-25 – CGT scrip-for-scrip roll-over; return of capital [56]

The ATO Wed 5.3.2014, released the following Class Rulings: CR 2014/24: Scrip-for-scrip: exchange of securities in Atlassian Corporation Pty Limited for securities in Atlassian Corporation PLC. It applies from 1 July 2013 to 30 June 2014. Among other things, the Ruling states that subject to certain qualifications, shareholders who make a capital gain from the disposal of their shares…