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Firm Profile

 

Partner - James Perry
CA, BAcc
James has been advising business clients for 30 years on Taxation and business issues.

James is a member of the Institute of Chartered Accountants, Taxation Institute of Australia and is a Registered Company Auditor, responsible for the firm's audit assignments.back to top

 

 
 

 
 

Partner - Michael Gray
CA, BEc, Dip CM, CP Mgr
Michael has extensive experience in the production of business plans, preparation of the financial components of business plans, monitoring actual results to budget and directing business towards change and capitalising on their strengths.

He has lectured extensively to small business and is a registered consultant with the Institute of Management Consultants. back to top

 

 

 

 
 

Partner - Brendon Skates
CA, BAcc
Brendon's background in audit has exposed him to many different business environments and business systems. This experience enables him to quickly identify the information required to complete a given task and to work with the people within an organisation to determine the best way to extract that information. He combines this with his experience using business analysis tools that operate at both a macro and micro level.  Brendon is currently on the Board of RPH Inc, a radio station specialising in reading for the print handicapped, where he fills the role of treasurer for the organisation.back to top

 

 

   
 

The Team

 
 


Consultant
Glen Brewer
FCA, MBA, BA
Accountant
Kim Verrall
CPA
Accountant
Sam Handley
CA, B.Com, B.Bus
Accountant
Kirsten Lippett
Accountant
Rinika Kumar
Accountant
Morgan Michie

Accountant
Adele Whiting

Accountant
Emily Yarwood
Administration
Kayla Brown
Administration
Rita Marrone
Administration
Helen Perry
Administration
Daniella Marrone

 
 

 

 

 

 
 

Excess Contributions Tax: Commissioner’s Discretion


The Tax Office has provided guidance on whether or not the Commissioner will exercise his discretion to disregard excess non-concessional contributions where:
  • the contributions were initially made as concessional contributions but due to unforeseen inability to claim a tax deduction were treated as non-concessional contributions; or
  • the excess contributions arose due to a banking error made by a party other than the trustee of a superannuation fund.
The Tax Office reiterates that the Commissioner will only exercise his discretion if there is:
  • the existence of ‘special circumstances’; and
  • the object of the tax laws governing superannuation contributions are met. read more...
 
 
     
 

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DFK Gray Perry, Chartered Accountants, Accounting, Adelaide, Australia