How to Maximise Your Australian Tax Return 2024

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  • Опубликовано: 20 дек 2024

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  • @EthanRooshock
    @EthanRooshock  5 месяцев назад +12

    If you're looking for a tax agent to help you with your tax return this year, my business Rooshock Accounting would love to help! You can find out more about our services on our website - rooshockaccounting.com.au/individual-tax-returns/

  • @steffycats
    @steffycats 5 месяцев назад +22

    Thanks king, used your video last year and came back to watch it again for this year then saw you had this one. Love ya work

  • @Davidgopaint
    @Davidgopaint 5 месяцев назад +1

    7:48 wouldnt complete logbook always be better? because it would track how many kilometers youve done, aswell as all expenses? does that include servicing/repairs and rego?

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      If you use the logbook method, you only have to do a logbook for a 12 week period. So some people might not want to do a logbook for the full year, but that is the ideal way to capture absolutely everything.

  • @julieg4003
    @julieg4003 Месяц назад +1

    Is it ok to scan and print receipts that will fade over time, or do you need to physically keep the original when presenting to my tax agent?

  • @anuragkarmarkar29
    @anuragkarmarkar29 5 месяцев назад +18

    Very informative video mate. One thing that you missed that you can include in future videos is claiming the medicare levy for non Australian citizens and permanent residents.

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      Yeah that is something that is quite specific but if it applies to you, definitely something you need to get right.

    • @sylviahorusman
      @sylviahorusman 5 месяцев назад +1

      that's so right ! I had been paying the medicare levy for 2 years because of the H n R Block agency put me in while I was on student visa. It's a lot of money !

    • @TopGWheelz
      @TopGWheelz 5 месяцев назад +2

      Stop complaining, You guys should pay more tax. Its massive privilege for you to live and work here

    • @gilabola4642
      @gilabola4642 5 месяцев назад +1

      ​@@TopGWheelz if you work and pay tax, you can maximise your tax return regardless your background. If you dont like that, try rewrite the law then 😂

    • @TopGWheelz
      @TopGWheelz 5 месяцев назад

      @@gilabola4642 yeah they can do what they want. They need to stop complaining

  • @AussieTrucking
    @AussieTrucking 5 месяцев назад +1

    what about tolls? i drive to different sites and go through tolls.

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      Depends on the situation, probably but best to check with the ATO.

  • @love_dove_
    @love_dove_ 4 месяца назад +1

    How long do we have to keep details of information used in our tax returns? For example, receipts, car logbooks etc. I thought it was something like 7-10 years or is it less?
    I work in healthcare and could be mixing up these timeframes with how long we have to keep medical records for lol.

    • @EthanRooshock
      @EthanRooshock  4 месяца назад +1

      Normally 5 years but depends on what it is.

  • @traviscue2099
    @traviscue2099 5 месяцев назад +9

    After paying my taxes in full these last 2 years something is insanely wrong. Owed 900 last year and 1800 this year. Definitely going to a professional.

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      Yeah might be worth finding out why that is happening

    • @stuartwilko
      @stuartwilko 5 месяцев назад +3

      It’s the Medicare levy surcharge that kills me.

    • @traviscue2099
      @traviscue2099 5 месяцев назад

      @@stuartwilko the surcharge/the removal of the 1500 we used to get/hex debt and now the cyclone "relief" money they now want back.. even though I was out of work for weeks. Gotta love our government 😅

    • @BradSkillez
      @BradSkillez 5 месяцев назад

      @@stuartwilkoif you have private health you forfeit that fee.

    • @BradSkillez
      @BradSkillez 5 месяцев назад

      As soon as I started making 200k a year I went into private health to counter the Medicare levy

  • @diegobustos.s
    @diegobustos.s 3 месяца назад +1

    Can I declare the bicycle rent if I did Uber eats?

    • @EthanRooshock
      @EthanRooshock  2 месяца назад

      If you are using it to earn the income, then you would likely be able to.

  • @HowP88
    @HowP88 4 месяца назад +1

    Interesting about occupancy expenses. I work from home and travel for meetings with clients, but I also go in to our office about once a fortnight for team meetings. I don't have a dedicated desk at the office though - there are hot desks but these aren't typically suitable for the nature of my work as I often need to present to customers via Teams. The room of my home office is dedicated as an office. Could the occupancy method apply? Or because my work has an office building is it ruled out?

    • @EthanRooshock
      @EthanRooshock  4 месяца назад

      It's a bit of a challenging one. Best to seek advice from the ATO to confirm based on your facts.

  • @TastyAzWhole
    @TastyAzWhole 5 месяцев назад +13

    The biggest scam there is, is us being excited about getting SOME of OUR money back

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад +1

      What’s the biggest scam?

    • @shini44-44
      @shini44-44 5 месяцев назад +3

      ​@EthanRooshock I'm assuming they are talking about the amount we get taxed.

  • @StefTechSurfer
    @StefTechSurfer 3 месяца назад +1

    Can you do one for food delivery?

  • @reechitalaishram7232
    @reechitalaishram7232 5 месяцев назад +1

    Hi, I’m just wondering - did we only need to show the timesheet of our hours worked from home only when ATO ask? Asking because I didn’t really see an “upload” section when I was trying to lodge my return for this year. Thanks!

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад +1

      You don't upload any proof or documents with you tax return. You keep them in case of an audit.

  • @sashoboss2121
    @sashoboss2121 5 месяцев назад +1

    My tax return on the ato website includes the medicare levy in te estimates even though im below the threshold to pay it, should i be worried?

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      Medicare Levy or the Medicare Levy Surcharge?

    • @sashoboss2121
      @sashoboss2121 5 месяцев назад

      ​@EthanRooshock Medicare levy, I see now there is a difference and levy has to be paid no matter what I believe

  • @jazebelleash6084
    @jazebelleash6084 2 месяца назад +1

    Hi Ethan, i had to change my car halfway through the year. Does that mean i up to 5000km for both vehicles?

    • @EthanRooshock
      @EthanRooshock  2 месяца назад

      Yep it is on a per vehicle basis.

  • @anthonynguyen30
    @anthonynguyen30 5 месяцев назад +1

    Can these methods be utilise for part time/casual roles?

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      Yeah as long as you base everything based on your actual situation.

  • @Filo_Guy
    @Filo_Guy 5 месяцев назад +2

    Can I still claim motor vehicle expenses (KM or Logbook) if my company pays me non-taxable allowances but only for travel between clients. I carry supplies from home to my first client and vice versa. How does depreciation work?

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      A lot of questions there. Probably best to seek personal advice from your tax agent on them.

    • @Filo_Guy
      @Filo_Guy 5 месяцев назад

      @@EthanRooshock If you can answer the first question what would your answer be?

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад +2

      @@Filo_Guy No where near enough information sorry. You need to speak to the ATO or your tax agent as it's too complex of a topic for me to answer based off that information and I don't want to give you the wrong answer.

  • @menyjackets593
    @menyjackets593 4 месяца назад +1

    Hi Ethan
    Does driving to work and from work to home count as motor vehicle expenses?

    • @EthanRooshock
      @EthanRooshock  4 месяца назад +1

      In most cases it is classed as personal and not claimable.

    • @menyjackets593
      @menyjackets593 4 месяца назад

      @@EthanRooshock Thanks, I also wondered if I should be doing tax myself or should I be getting an accountant? How hard is it? What else is there to do other than entering my deductions and bank interest earned on top of my income earned?

    • @EthanRooshock
      @EthanRooshock  4 месяца назад +1

      @@menyjackets593 Depends whether you feel confident to do it yourself or not.

    • @menyjackets593
      @menyjackets593 4 месяца назад

      @@EthanRooshock it’s more about whether I am missing a loophole that would increase my chances of a return or a better return, thanks again, have a nice weekend

  • @AusJoel13
    @AusJoel13 5 месяцев назад +6

    My return last year was negative $3800… hecs debt caught me badly, led to some really dark times but this year my tax was withheld correctly so it’s apparently an estimated $4-500 return👌👌

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад +2

      That’s a nice turnaround!

    • @nickdavis6676
      @nickdavis6676 5 месяцев назад +1

      I cleared my hecs. My advice is if you can afford to don't notify the government when your hecs is cleared so you get a kick ass tax return

    • @jdhshuajfjueudhbd6227
      @jdhshuajfjueudhbd6227 5 месяцев назад +1

      @@nickdavis6676 what's the point in doing that? wouldn't you rather have access to that extra money throughout the year instead of one lump sum at tax time

    • @nickdavis6676
      @nickdavis6676 5 месяцев назад

      @@jdhshuajfjueudhbd6227 because sometimes you adapt your spending to your income.

    • @PANN1Cau
      @PANN1Cau 5 месяцев назад

      @@nickdavis6676but then you’re letting that extra money sit with the government rather than in your own pocket which could go towards investments or savings immediately. It sounds great to get a bigger return but you’re better off always having that money with you rather than with the government

  • @jaredtansley3236
    @jaredtansley3236 5 месяцев назад +1

    Brother can you go over content creation ABN Tax please what can we claim

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад +1

      Hopefully you’ve seen my other replies

    • @jaredtansley3236
      @jaredtansley3236 5 месяцев назад +1

      @EthanRooshock yep cheers heaps matey, best content I've seen so far on RUclips well done

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      @@jaredtansley3236 Thanks!

  • @lucyewaretini9373
    @lucyewaretini9373 5 месяцев назад +1

    How do you claim remoter worker on your tax return

  • @bhupenderkaira4489
    @bhupenderkaira4489 5 месяцев назад +1

    mate can I ask you a question, before I had balancing outcome status and now its back to processing..any reason why? and when can I expect tax return money in my account

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      Best to ask the ATO if you lodged yourself

  • @samhem0
    @samhem0 5 месяцев назад +1

    Fixed rate method - showing when I have worked from home 2/3 days a week. I don't have a timesheet or a diary really that shows this. If I was to use this method what is the best format to create a diary for this? How can I prove the days I worked from home?

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад +1

      Anything that shows your hours worked will be fine. I’d personally just use a basic spreadsheet

  • @jng66
    @jng66 5 месяцев назад +2

    My employer provides me with a pc and mobile phone plus all stationery, so I only incur internet and energy expenses as a result of working from home. Is it still okay to claim the fixed rate method? Thank you for the excellent advice Ethan!

  • @sheshd
    @sheshd 5 месяцев назад +1

    Can you claim the KMs to and from your primary place of work, or is it only for secondary places that you're required to drive to for work i.e. customer sites, offsite meetings, etc

    • @Wisey_83
      @Wisey_83 5 месяцев назад

      For a persoal vehicle, it's only work place to work place. To and from home is on you. And that's only if your employer isn't reimbursing you for KM's travelled, which they should be of work place to work place os a requirement for your employment. It's that or they lend you a company vehicle. I made my previous employer give me a yard ute anytime they wanted a trip like this to occur, because they wouldn't pay for my KM's.

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад +2

      Not from home to work unless other circumstances apply such as carrying bulky tools and differing places of work.

    • @sheshd
      @sheshd 5 месяцев назад +1

      @@EthanRooshock yep thought this was it. Cheers legend.

    • @rudyboy2010
      @rudyboy2010 5 месяцев назад +1

      Hi mate ,can you help a Gardner for my tax return 🎉

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      @@rudyboy2010 Sure, get in touch with Rooshock Accounting.

  • @rn_peterdo
    @rn_peterdo 4 месяца назад

    Hi @EthanRooschock - How do you account for "car allowance" in your tax return? Thank you!

    • @EthanRooshock
      @EthanRooshock  4 месяца назад

      That sounds like income that would pre fill.

  • @HHH-nl2yd
    @HHH-nl2yd 5 месяцев назад +1

    Thanks for your tips. Can you claim the voluntary work on the weekend which is not paid ? For example, due to my high workload, I voluntarily spent a few hours on the weekend to catch up. Can I claim this ? Thanks

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      What exactly are you wanting to claim?

    • @HHH-nl2yd
      @HHH-nl2yd 5 месяцев назад +1

      @@EthanRooshock by using the fixed rate method ? Calculated the hours I worked. So I normally spend 3 hour on the weekend working from home to catch up with my high workload. This is my own choice and my boss didn’t ask me to work from home on the weekend. Thanks

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      @@HHH-nl2yd Yeah should be fine as long as you have a log of the hours.

    • @HHH-nl2yd
      @HHH-nl2yd 5 месяцев назад

      @@EthanRooshock thank you.

  • @shannoncrilly2953
    @shannoncrilly2953 5 месяцев назад +1

    Thanks for this informative video. The actual cost method is a bit vague when it comes to the example the ATO have provided for aircon running costs as they don’t provide the EER of Ben’s aircon unit. Is their calculation assuming that the EER is 3.21 (ie 3.5kwh / 1.09kw ph)? Or is there a different calculation for the cost per hour?
    As an example if Ben had an aircon unit which is 15kwh with an EER of 3, is the cost to run per hour 5?

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      Yeah it is a complex method that I think should be replaced. You'd have to check with them for clarification.

  • @duaneleroux5956
    @duaneleroux5956 5 месяцев назад +1

    Does commuting to and from work count as work travel? Thanks

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад +3

      In most cases no. There are a few exceptions such as carrying bulky tools or differing places of work. Check the ATO website.

    • @garylangford6755
      @garylangford6755 5 месяцев назад +2

      You wish lol unless you're a sole trader

    • @Comfarol
      @Comfarol 5 месяцев назад +2

      @@EthanRooshock I am the tool, does that count.

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад +2

      @@Comfarol Might be hard to argue that one with the ATO haha

  • @mayankyadav7484
    @mayankyadav7484 5 месяцев назад

    Thank you for the great information. I also wanted to know how as a student I can maximise my tax return. Can I also claim return on sim plan bills? Thank you

  • @navarajdhungana7223
    @navarajdhungana7223 4 месяца назад

    Hi mate good evening
    I have done 60,000km . I have maintained the log book. And 40,000km is work related km. How much should I be claiming on this? I drive outlander 4wd. Thank you

    • @EthanRooshock
      @EthanRooshock  4 месяца назад

      If you've done that, you'd be using the logbook method and claiming that percentage of all costs. Speak to your tax agent for clarification and they will be able to help you.

  • @trigger0403
    @trigger0403 5 месяцев назад +1

    I can't get a receipt from this one guy I did my training with for some reason...how do I go by claiming the training

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      Did you pay via a bank transfer?

    • @trigger0403
      @trigger0403 5 месяцев назад

      @@EthanRooshock with my phone pay pass

  • @cameronlane9216
    @cameronlane9216 5 месяцев назад +1

    If I do split shit and drive to and from work 2 times a day and work from home in between can I claim the driving I do? 😊

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      Best to chat to your tax agent about that one.

  • @lukisc9296
    @lukisc9296 5 месяцев назад +2

    Hey Ethan, love your work. If I live with my parents and don’t pay rent, can I claim working at home expenses?

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      Thanks! Have a read of the fixed rate method, you should be able to use that.

  • @artlewis6511
    @artlewis6511 2 месяца назад +1

    Can you talk about tax return for Investment Property?

    • @EthanRooshock
      @EthanRooshock  2 месяца назад

      What would you like to know? I've covered the topic a few times already.

  • @georgiaknapp1426
    @georgiaknapp1426 5 месяцев назад +1

    Hey Ethan, wondering if you can help me. From June 2023 to Feb 2024 I open a cafe. We opened it as a company, I was a director/partner of this business and also managed and ran day to day operations. Wondering how I add this in to my personal tax return as I didn’t make any personal money from the business and wondering if I claim things for it? Any advice would be appreciated.

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад +1

      Did you receive any wages or income from the company? If not, not sure what you're wanting to add in to your return?

    • @georgiaknapp1426
      @georgiaknapp1426 5 месяцев назад

      @@EthanRooshock No I didn’t receive any wages but I did buy things out my personal pocket and did travel for the business using my personal car and used my personal phone for business contact can I claim these things?

  • @CondemnedInformer
    @CondemnedInformer 5 месяцев назад +1

    I got almost $1500 back in 2022, I got $700 back in 2023 and now it says I owe the ATO money. My job hasn't changed and I am on pretty much the same wage. Year to year, nothing changed. Where there changes to student debt?

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      Something must have changed as there's been no major changes between 2023 & 2024 returns.

    • @CondemnedInformer
      @CondemnedInformer 5 месяцев назад +1

      @@EthanRooshock Well, I will not be getting another shift each 2 week if this is what it means. Thanks for the comment

  • @philiprachtman1217
    @philiprachtman1217 5 месяцев назад +2

    As a sole trader my work from home (June month) is invoiced and paid in July. So do I count my June work from home hours for 2024 because the invoice will be in the 2025 profit /loss report. Or do I use my June hours in 2025 tax deductions

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      Hours would be based on the actual time they happened I would say.

    • @jdhshuajfjueudhbd6227
      @jdhshuajfjueudhbd6227 5 месяцев назад

      Pay is based on when you are actual paid, and not the dates that you are being paid for, so I'm assuming you'd count the invoice in 2025.

  • @mariadelcarmenmartinezsant1342
    @mariadelcarmenmartinezsant1342 5 месяцев назад +1

    Hi Ethan, can you do a tax return for a working holiday maker? thanks

  • @OblivionWalkerVerified
    @OblivionWalkerVerified 5 месяцев назад +1

    Do you know anything about lump sum E ? My company didn’t declare it in my tax return and because of that I end up getting a $2500 tax bill :(

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      What do you mean they didn’t declare it in your tax return?

  • @kirk1canedo
    @kirk1canedo 5 месяцев назад +6

    Glad found this channel. Cheers mate

  • @stevesma2443
    @stevesma2443 5 месяцев назад +1

    Hi Ethan
    Great channel and I have subscribed and liked!!
    My wife recently died and did all my tax with an accountant as I was self employed. I now work for wages and have a very simple tax process. I have the usual employer super contribution. Other than my employer contribution, I contribute myself an after tax payment of $1200 per year. I know I can claim this by issuing an intent to claim form to my qualifying super fund (CFS). My question is, after the super fund pay the 15% tax, what part of that $1200 per year contribution can I claim? $180 being the 15% tax, or $1020 being the amount after the 15% has been paid to the ATO?
    Thank You. 🙏

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад +1

      Thanks! If you're claiming a personal super contribution, you put in the full concessional contribution that you put on your notice of intent to claim. You claim this amount as a deduction and this saves you tax at your marginal tax rate. You pay the 15% in your super fund when the contribution goes in.

    • @stevesma2443
      @stevesma2443 5 месяцев назад +1

      @@EthanRooshock Thank You :)

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад +1

      @@stevesma2443 No worries!

    • @fair98fair
      @fair98fair 2 месяца назад

      ​@@stevesma2443what % did you get back? Worth it to contribute?

    • @stevesma2443
      @stevesma2443 2 месяца назад

      @@EthanRooshock 15% and yes worth contributing.

  • @jayloving2005
    @jayloving2005 5 месяцев назад +1

    How to claim overseas bank savings account earned interest?? Claim
    Is there any deduction?? For local bank interest and overseas?

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      What do you mean sorry?

    • @jayloving2005
      @jayloving2005 5 месяцев назад

      @@EthanRooshock I have earned interest overseas bank account as well Australian?? Is there any deduction for that?

    • @moreon340
      @moreon340 5 месяцев назад

      ​@@jayloving2005deductions are for expenses you have relating to your work. You're describing income, not an expense so your question is very confusing.

  • @eeiko321
    @eeiko321 5 месяцев назад +1

    Hi Ethan, I just wanna understand. do you carry out the individual’s tax returns or is it a team of workers that you have, who will?

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      I have a team but you can definitely request for me to the be the one to do the return.

    • @eeiko321
      @eeiko321 5 месяцев назад

      ​@@EthanRooshockHi Ethan,
      Thank you for your reply. Basically, I have been carrying out tax returns with a franchise over the years but am dissatisfied with the service. without going into to too much detail, could I reach out to you to discuss it further and the opportunity to use your services on an ongoing basis?

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      @@eeiko321 Yep happy for you to contact us via our website

    • @eeiko321
      @eeiko321 5 месяцев назад

      @@EthanRooshock Hi Ethan, Thank you again.
      I sent an enquiry via the website and am currently in a few back-and-forth emails with the team member. Looking forward to hearing from you.

  • @NewbyINC
    @NewbyINC 5 месяцев назад

    I got audited by the ATO recently, and they said, "tax invoices are not sufficient to allow claims"

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад +1

      Sorry what?

    • @NewbyINC
      @NewbyINC 5 месяцев назад

      @@EthanRooshock Exactly what I said 😅

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      Why did they say that?

  • @TKDPWR
    @TKDPWR 5 месяцев назад +1

    how can you claim work from home when you have two full time jobs from home?

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      Same as if you had 1 job or 10 jobs. Just need to follow the fixed rate or actual cost methods.

  • @robwright4392
    @robwright4392 5 месяцев назад +4

    After a workplace injury I had a number of payments/reimbursements for travel to and from doctors appointments totalling a few hundred dollars from the insurance company. They paid directly into my account based on kilometers driven. This is not considered income is it? Then, on the flip side, Are there any potential benefits to be had from these payments with tax?

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      You'd have to check on the individual terms. It doesn't sound like income off what you've said.

  • @sambakerman9406
    @sambakerman9406 5 месяцев назад

    Why doesn't the ATO go after Woodside. Surely they owe some hefty fines....

  • @avindavis9100
    @avindavis9100 5 месяцев назад +1

    Can you make a video for international students?

  • @mimicat11
    @mimicat11 5 месяцев назад

    Hi Ethan - if my company reimbursed my km can I claim the km on tax return?

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      Not if they reimbursed you, however it will depend whether they reimbursed or whether you got an allowance.

    • @mimicat11
      @mimicat11 5 месяцев назад +1

      @@EthanRooshock thanks 🙏 it’s paid as an allowance

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад +1

      @@mimicat11 That will normally be income and then you normally claim a deduction

  • @DollysCraftWorld
    @DollysCraftWorld 5 месяцев назад +1

    I just started as a sole trader but have not made any income. Would I be able to claim my expenses in the financial year ending 2024? or would that be classified in 2024 tax return as a loss and carried forward to the financial ending in 2025?

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      Have a read of the Non Commercial Loss rules. I believe I have a video on my channel about claiming business losses.

  • @youtubevanced4900
    @youtubevanced4900 5 месяцев назад +1

    A few months ago I got a bill from the ATO for the 2006-2007 tax year.
    They wanted 3grand or a bit over. Said I didn’t lodge a tax return that year.
    That’s great information almost 20 years later when I no longer have any records at all.
    I had no way to verify their claims or submit a claim for that year.
    What a fucking joke.
    I thought the requirement was to keep records for 7 years. I probably kept them for 15 years before my filing cabinet was overflowing.
    How can they do an audit almost 20 years in the past?

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      That is very odd, I'm surprised they would do that far back,

    • @youtubevanced4900
      @youtubevanced4900 5 месяцев назад

      @@EthanRooshock You and me both. Pisses me off I kept my records for so long but even 15 or so years wasn't enough.
      At first, I thought it was a scam, so I deleted the emails and messages I was getting but they kept at it.
      Eventually I logged into the ATO website and sure enough I had this huge bill sitting there.

  • @BenjaminJWhittaker
    @BenjaminJWhittaker 4 месяца назад +1

    My tax return this year was significantly less by like 1500, I cant seem to figure out why because my income has not changed

    • @EthanRooshock
      @EthanRooshock  4 месяца назад +1

      Check out my video talking about why your return might be different. Released it a couple weeks ago.

    • @BenjaminJWhittaker
      @BenjaminJWhittaker 4 месяца назад

      @@EthanRooshock thanks

  • @sanjaymaharaj3263
    @sanjaymaharaj3263 5 месяцев назад +5

    Very Informative video thanks Ethan. Just a quick question with Stock Market and Investment property owners can we claim expenses such as home internet, software, computer etc. 🙏

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад +1

      Thanks! It will depend on what type of investment activities you are doing. If you're using them, they would likely be claimable, however, there might be only a very small % that is being used for income generating activities.

  • @sharpenednoodles
    @sharpenednoodles 5 месяцев назад +1

    “Motclaims” 😅 typo aside, excellent video - thanks for putting this together!!

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад +1

      Hahaha yes so frustrating to see that after I had uploaded!

  • @utsavacharya2521
    @utsavacharya2521 5 месяцев назад +1

    Hi Ethan do you do tax returns for rideshare drivers?

  • @praveenv629
    @praveenv629 5 месяцев назад

    Cents km method is easy u dont keep records if you go kog book method u have to carry all recepits.

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      Cents Per KM requires less records but still need to have a clear reason on how you came out with the kilometres travelled.

    • @TheRaziel921
      @TheRaziel921 5 месяцев назад

      @@EthanRooshockhow? I made my lodge and that’s it… after the ato send a message to us for the cents per km?

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      @@TheRaziel921 What?

  • @allanjones4283
    @allanjones4283 5 месяцев назад +7

    THANKYOU agian Ethan. I'm wrapped you're my tax accountant!!

  • @philiprachtman1217
    @philiprachtman1217 5 месяцев назад +2

    Can you use occupancy method if the room / Garage is used for equipment / tool storage?

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад +1

      Depends on the type of business/personal use. Also whether it could be converted easily into other purposes.

  • @type_one
    @type_one 5 месяцев назад +3

    are funko pops tax deductable? asking for a friend :D haha

  • @praveenv629
    @praveenv629 5 месяцев назад +1

    where is super constriubution we can pay limit is $27,500 for 2024 year...we will get dedcuctions.

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад +2

      You can claim concessional contributions you have made in most cases. Best to get advice in this area.

    • @praveenv629
      @praveenv629 5 месяцев назад

      @@EthanRooshock I am a tax consultant

    • @critical4306
      @critical4306 5 месяцев назад

      You can't even spell, and you are a tax consultant, lol? ​@praveenv629

  • @shairagonzales09
    @shairagonzales09 5 месяцев назад +1

    I work as a chef and a supervisor in a restaurant, can i claim something from my mobile device and internet-use that I use for work-related emails/messages?

    • @maccaoutdoors2889
      @maccaoutdoors2889 5 месяцев назад

      Yes.

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      Potentially. However, you'd need to work out what % or what cost is being used for work vs. personal.

  • @ZZYDDD
    @ZZYDDD 5 месяцев назад

    why do I gotta pay 700 tax ?

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      Your tax owing is more than your tax withheld. That's the simple answer in most cases. However, there are a range of factors beyond that.

  • @splaticus230
    @splaticus230 5 месяцев назад +1

    can you do my tax im scared

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад +1

      Sure contact my business Rooshock Accounting.

  • @putnamehereholdmadoodle
    @putnamehereholdmadoodle 5 месяцев назад +3

    Do one for support workers. We get screwed pay shit loads get nothing back so sad.

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      What in particular would you like to know

  • @cinnamonbun3859
    @cinnamonbun3859 5 месяцев назад +41

    Everyone in the comments “I paid $7 million in tax and only got $5 back” Have a sook

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      Hahaha!

    • @RichardLeslieWhereat
      @RichardLeslieWhereat 5 месяцев назад +12

      Mate, I work 87.5 hours a week, and I am almost always away from my family, but they tax me the same as a ponce in an air con office doing 6 hour days. Yeah, I have a sook.

    • @ThisUsernameSystemF-ckingSucks
      @ThisUsernameSystemF-ckingSucks 5 месяцев назад

      ​@@RichardLeslieWhereatI'm sorry if you need to work that much. It aint right for you or your family.

    • @jackduncan7214
      @jackduncan7214 5 месяцев назад +2

      I pay 18k tax, I get 300 back... almost not worth doing

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад +6

      @@jackduncan7214 Wow that's a really good result. Means you've had almost the perfect amount of tax withheld ongoing and must have barely any deductions which means your employer covers all of your costs.

  • @Adamlazz10
    @Adamlazz10 5 месяцев назад +2

    As someone with 9 investment properties, I'm grateful for videos on maximising my return. Any tips on negative gearing?

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад +1

      Thanks. I've talked about negative gearing ages ago on my channel but haven't covered it for awhile. I will have to talk about it again soon!

    • @Ben-wo1lw
      @Ben-wo1lw 4 месяца назад

      9 investment properties grants you the prestigious title of "Scum"

  • @esthervanda7401
    @esthervanda7401 4 месяца назад +1

    Can you help me file my return?

    • @EthanRooshock
      @EthanRooshock  4 месяца назад

      Sure just contact my business Rooshock Accounting

    • @esthervanda7401
      @esthervanda7401 4 месяца назад

      @@EthanRooshock any email or number to text?

  • @chasp_0784
    @chasp_0784 5 месяцев назад +1

    Might have to give you a bell, paid 90k in tax 😂 good old paye I’m sure there’s nothing I can do.

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      Yeah there's limited options unless you have lots of deductions.

  • @kylejuelfs6401
    @kylejuelfs6401 5 месяцев назад +1

    Good video.
    I'm never sure about waiting because my share statements, super annuation statement and certain bills (to deduct for WFH) don't come until like October. This effects my payable child support so not sure if waiting is best for these jtems or not 🤔

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      You should wait until you can do your return accurately, or you would need to amend it.

  • @Ful-OGold
    @Ful-OGold 2 месяца назад

    So does spending more on your business mean the more money you get back on your tax?

    • @EthanRooshock
      @EthanRooshock  2 месяца назад

      Depends on your situation. The more business expenses you have, the lower the taxable income you would likely have. However, that depends on the items etc.

  • @timothygurung1398
    @timothygurung1398 5 месяцев назад +1

    Love ya brother
    Cheers
    😊

  • @HYPNO7IC_MC_
    @HYPNO7IC_MC_ 5 месяцев назад +2

    Ethan your a good man can u do my tax
    Hr block been previously not happy with them
    Can u do my lodgement please 🙏

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      Thanks! Reach out to Rooshock Accounting via our website and we would be happy to help

  • @praveenv629
    @praveenv629 5 месяцев назад

    then also take printing and stationery $300 as per ato limit if you are getting salary.

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад +2

      There's no ATO $300 limit. You need to actually have spent the money.

  • @Lostintime1900
    @Lostintime1900 5 месяцев назад

    IVE PAYED 12K IN TAX WHY DOES IT SAY IM ONLY GETTING RETURNED 1K

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      How much did you earn though? Tax paid is irrelevant without knowing taxable income

    • @Lostintime1900
      @Lostintime1900 5 месяцев назад

      @@EthanRooshock 58000

  • @michaeljames1337
    @michaeljames1337 5 месяцев назад

    my tax agent f up my return tho she didn't put down all my lost and mess up my income.., now i lost 2.5k return and only getting $1,750,
    plus charge me Medicare levy and i only made 70k

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад +1

      Have you spoke to them about it? Yes you do have to pay the Medicare Levy if you earned $70K. You wouldn't pay the Medicare Levy surcharge though.

    • @michaeljames1337
      @michaeljames1337 5 месяцев назад

      @EthanRooshock uhhh yea i told them as i have 2 income my business sole trade and my day job so i did make about 73k, i did ask her about most stuff but she was saying im 45k in the lost and putting anymore expenses wont do anything so half of my expenses wasnt put down plus apparently i had a 30k capital gain from last year but i dont own any investments?

    • @liamwindsor5854
      @liamwindsor5854 5 месяцев назад

      Sounds like you need to self educate mate

    • @michaeljames1337
      @michaeljames1337 5 месяцев назад

      @liamwindsor5854 yea im not to tax savvy 🤣🤘

  • @praveenv629
    @praveenv629 5 месяцев назад

    Better you 5,000 kms it is good decdions in MV Expenses .

  • @jonathonsteel2501
    @jonathonsteel2501 5 месяцев назад +1

    Paid 19k in tax and the estimate said I was only going to get 350$ back. Absolute joke the ATO is

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      Sounds like you’ve been getting almost the perfect take him pay which is great!

    • @jonathonsteel2501
      @jonathonsteel2501 5 месяцев назад

      @@EthanRooshock just worked lot's. Is this accurate for a return?

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      @@jonathonsteel2501 Depends on whether you had any deductions etc.

  • @praveenv629
    @praveenv629 5 месяцев назад

    Beeter you go Fixed rate .67 cents .

  • @sandeshgurung1164
    @sandeshgurung1164 5 месяцев назад +1

    Can I work for you please 🙏

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      Currently no job openings sorry but happy for you to send a resume to our email address.

  • @theharrisnow
    @theharrisnow 5 месяцев назад

    Can you help me to minimize my returns?

  • @ShadowMonk609
    @ShadowMonk609 5 месяцев назад +1

    Funny how the ATO cracks down on the middle class, yet lets billion dollar gas company not pay tax. Fucking bullshit .

  • @brendonchang1978
    @brendonchang1978 5 месяцев назад

    It's shit how you work all year and tax return and all your money is gone

    • @EthanRooshock
      @EthanRooshock  5 месяцев назад

      Your money or your taxes? Haha

  • @KArtoaT
    @KArtoaT 5 месяцев назад +3

    🙏🙏🙏🙏🙏⭐️⭐️⭐️⭐️⭐️

  • @oldmate99
    @oldmate99 4 месяца назад

    Bro clearly does not work for H&R Block

    • @EthanRooshock
      @EthanRooshock  4 месяца назад

      I have no idea what you even mean by that

    • @oldmate99
      @oldmate99 4 месяца назад

      @@EthanRooshock haha good one bro! 😂

  • @philiprachtman1217
    @philiprachtman1217 5 месяцев назад +5

    I made a large donation to a business that helps unmarried mother help acheive financial freedom I went to a strip club can I claim this?

  • @bunniewood
    @bunniewood 4 месяца назад

    I don’t think I can trust someone with a funko pop collection behind him.

    • @EthanRooshock
      @EthanRooshock  4 месяца назад

      Yeah I agree, they would be very untrustworthy hahaha

  • @hr713037
    @hr713037 4 месяца назад +1

    i wish i can see this video earlier (cry )

    • @EthanRooshock
      @EthanRooshock  4 месяца назад

      At least you've seen it now haha

  • @elucid07
    @elucid07 5 месяцев назад

    Fixed rate method for WFH is a joke.