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Australian tax guidance that actually makes sense.

Personalised educational summaries for sole traders, share traders, and investors. Backed by real ATO rulings, AAT decisions and Federal Court case law.

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Case references
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Deep-dive guides
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Division 35 gateway test
Test 1 passed
Gross trading income ≥ $20,000
WFH deduction method
Actual cost
Floor area 13.4% × time-use 57.7%
Relevant case
Shields v FCT [2023]
Trader status upheld
📊
Investor vs Trader
CGT vs revenue — the distinction that changes everything
⚖️
Division 35 explained
Gateway tests, deferred losses, the $20k gross income rule
🏛️
Real case law
AAT, Federal Court, ATO rulings and audit outcomes
🏠
WFH deductions
67c/hr or actual cost — floor area %, time-use % formula
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Structure — Employee + side trading business
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Your AI summary will include:
📋 Division 35 analysis with case law
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✅ 5-step action plan
Knowledge Base

Deep dives on the hard stuff

The topics the ATO website and Google make confusing. Explained clearly.

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📈
Investor vs Share Trader
The most consequential distinction in Australian tax for market participants. How the ATO decides which you are.
High ATO focus
⚖️
Division 35: Non-Commercial Losses
The four gateway tests. The $20k gross income rule. What deferred means and when losses are released.
Complex area
🏠
Home Office Deductions
67c/hr vs actual cost. Floor area %. Time-use %. Combined occupancy rate. The CGT main residence warning.
Updated 2024–25
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GST & BAS
$75k threshold. What goes in G1, 1A and 1B. Due dates. What happens if you miss a BAS lodgement.
ATO mandatory
💹
CGT for Share Investors
50% discount. Wash sales. Crypto. Cost base. Franking credits. How to report on your return.
ATO required
🗂️
Record-Keeping
What the ATO can ask for. Retention periods. Valid tax invoice requirements. Share trader specific records.
Audit protection
Case References

Real decisions. Real outcomes.

AAT rulings, Federal Court decisions, ATO private rulings and audit settlements — explained in plain English.

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PUZEY v FCT2003Federal Court
Share trader vs investor — court upheld trader status
High volume, systematic trading strategy and intent to profit from short-term price movements confirmed business character. 50% CGT discount not available.
Re ANSTIS2010High Court
Self-education expenses — broad deductibility confirmed
High Court confirmed that self-education expenses are deductible where they maintain or improve skills required in current income-earning activity.
AAT Ref 2021/38472021AAT Decision
Division 35 — gross income test, options trader
AAT confirmed $20,000 threshold applies to gross gains from profitable trades, not net P&L. Taxpayer with $80k gross gains but net loss of $30k passed Test 1.
Private Ruling 10519524871942022ATO Ruling
Home office actual cost — floor area method accepted
ATO confirmed floor area percentage applied to electricity and gas bills is an acceptable method where the home office is used exclusively for income-producing activities.

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