Lindsay Davis (Director)
With a professional tenure that began in 2004 within public practice, Lindsay possesses a comprehensive grasp of various dimensions related to small to medium-sized businesses.
Additionally, he commands a nuanced understanding of the intricate tax implications associated with investment property ownership.
Lindsay serves as an adept leader in the realm of superannuation matters, particularly specialising in the domain of self-managed superannuation funds (SMSFs). His robust grasp of this ever-evolving sector stems from years of dedicated study and observation of its dynamic shifts.
His role extends to being the point person for any superannuation-related challenges that arise for clients. This role leverages his deep-seated understanding and experience in tackling the intricacies of SMSFs. Lindsay's proficiency ensures that clients receive accurate and strategic guidance on navigating complex superannuation issues.
Lindsay has a Bachelor of Commerce, is a CPA with Public Practice Certificate and is a Registered Tax Agent.
Lindsay's Blogs
Selling your property? Beware of tax changes from 1 January 2025
Effective from 1 January 2025, significant changes have been made to Foreign Resident Capital Gains Withholding (FRCGW), impacting all property transactions.
2024 Tax Time: What’s new and what the ATO is looking at closely
Every year the ATO makes changes to their tax returns and announce the key areas that they will be looking into.
Get your refund now! – The tricks and traps when varying your tax
With current cost of living pressures, rising interest rates and inflation, there are only so many ways you can save money.
Investment Property Loans – This year the ATO won’t be taking your word for it.
You may already be aware of the ATO data matching program and its ability to identify income received during the financial year. To date, wage and salary income, interest income and dividends have all been identified by the ATO.
Downsize your Home – Upsize your Super
A new calendar year often brings legislative changes that understandably don’t receive much attention. One of these is the change in eligibility around downsizer contributions.
Not all states are equal – QLD land tax extending interstate
Land tax has always been a state-based tax calculated on the land held by investors in each relevant state.
Budget 2022 - What needs to change A Small Business Perspective
At the time of writing, the Federal Government is preparing to release it’s 2022-23 Budget. Being an election year, we can expect that there is going to be a lot of short-term support to give voters a ‘sugar-hit’ either via tax cuts or offsets. This is understandable in a post pandemic world.
Director ID - Know your status and don’t get caught out
With the introduction of the director ID regime on 1 November 2021 comes a series of questions as to ‘why’ this is being implemented and ‘who’ it may apply to.
Home Office Deductions – It’s no longer a grey area
Due to the pandemic, we have seen more and more people working from home and able to claim home office deductions. Which is why the ATO has flagged that they will be looking at home office expenses claimed in the 2021 year more closely than ever.
Curious about Crypto? So is the ATO...
What do you think of when you read the following: Ethereum, Stellar Lumen, Monero, Ripple and Cardano. You might think that these are luxury car names or maybe even fashion designers.
