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Loss Carry Back Measures – 2021 & 2022

A temporary tax relief allows eligible companies, with an aggregated turnover of less than $5 billion, to carry back tax losses incurred in the 2020, 2021 or 2022 financial years, to be used against profits taxed in a previous year, 2019 or later.

These companies will receive a refundable tax offset in the year they made a loss, if they elect to use this mechanism when they lodge their 2020-21 or 2021-22 tax return. The losses carried back must not be more than earlier taxed profits and must not result in a franking account deficit.

Any tax losses that are not fully offset against previous taxed profits, or not elected to be used, will be carried forward as normal.  Companies can elect the amount that they wish to carry back.

Reminder – Taxable Payments Annual Report (TPAR)

If your business makes payments to contractors or subcontractors you may need to lodge a Taxable Payments Annual Report (TPAR) by 28 August each year.

You need to report payments made to contractors for certain services including:

building and construction services
cleaning services
courier services
road freight services
IT services
security, investigation or surveillance services

Important Tax Dates

30 April 2021
Lodge TFN report closely held trusts if any beneficiary quoted their TFN to a trustee in quarter 3, 2020-2021.

15 May 2021
Lodge 2020 tax returns for all entities that did not have to lodge earlier (including all remaining consolidated groups), and are not eligible for the 5 June concession.

26 May 2021
Lodge and pay eligible quarter 3, 2020–21 activity statements if you or your client have elected to receive and lodge electronically.

28 May 2021
Lodge and pay quarter 3, 2020–21 Superannuation guarantee charge statement – quarterly (NAT 9599) if the employer did not pay enough contributions on time.

Tax Planning And The Benefits Of Corporate Beneficiaries

By Brendan Power

Brendan Power, a Director of Harris Black gives a brief introduction to the reason and benefits of undertaking tax planning prior to 30 June each year.

By understanding and planning ahead for our clients’ circumstances, decisions can be made to ensure they remain as tax efficient as possible.  Where events have occurred (eg sale of assets, children turning 18 or a large increase or decrease in taxable income) Tax Planning with a client gives Harris Black the opportunity to discuss and determine the best course of action with their client.

We have seen an increase in the use of corporate beneficiaries (or bucket companies) as a useful entity to withhold income within the family group at lower marginal rates, and also as a possible alternative to contributions to superannuation.

Depreciation – 1 July 2020 to 30 June 2022

By Bjorn Kirberg

Instant asset write-off tables – based on entity aggregated turnover

50% Accelerated Depreciation (Assessable income $500 million and under) – Over $150k

A 50% deduction applies from 12 March 2020 until 6 October 2020 and is only available to new assets (not second-hand) purchased for $150,000 or more and first held by 6 October 2020.

The 50% deduction is available in the year of installation with the remainder of the asset’s cost being depreciation under the usual depreciation rules.  

Instant Asset Write-Off Implications and Restrictions

Only available for Australian businesses, where the asset is used and located in Australia.

Not available for equipment purchased in a related entity such as a machinery hire company or a service entity which on-charges the operating business for use of the asset.

Not available for Division 43 capital works assets or assets allocated to a low-value pool.

For companies, this could cause a loss which may be beneficial if wanting to use loss carry back.

General Small Business Pools

Entity’s with a small business pool must write off the full pool balance in the 2021 financial year.

How can we help you?

Today’s financial environment demands a regular review of strategy and a focus on execution.