Income tax and GST treatment of fees
Published Date: 27 Mar 2025
This session considers and discusses a variety of fees, including loan fees, broker fees, trail fees, and advisor fees and comment on:
- The income tax treatment of fees for businesses and customers, including recent ATO guidance on financial advice fees paid by individuals;
- The GST treatment of fees for businesses, including eligibility of superannuation funds and investor-directed portfolio services investment platforms to claim reduced input tax credits on adviser fees; and
- Contractual, compliance and governance considerations.
Individual Session
Details
- Published By: Brad Miller CTA, Kimberley Christy CTA
- Published On:27 Mar 2025
- Event Name:Financial Services Taxation Conference
- Session Name:Income tax and GST treatment of fees
- Listen Time:1+ hour
- Took place at:Crown Sydney
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