School donation tax credits
I’m very excited to be working with Cambridge Primary School to help families claim their donation tax credits. Many people miss out on this benefit, which can provide a 33.3% tax credit on donations made. For some families this is as much as $53 per student. Tax credits expire after four years, so it’s important to act before 31 March 2025 for donations made during 2021/22.
I’ll help draft and submit the IR526 forms and arrange receipts, making it easier to get those funds back—especially helpful in these challenging times.
Water reform
I have extensive experience in water reform. Recently I was involved with reviewing and analysing financial models to advise on key ratios and the impacts of various options available to a local council. This was a contracting role where I worked closely with the client and other stakeholders, to provide clear, accurate, and timely financial insights to support informed decision-making. My collaborative approach ensured that high-quality information was available when needed, helping to navigate the complexities and ambiguity of water reform.