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AUSTRALIA

Taxes & Money

Taxes, payments, credits and financial administration.

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PRACTICAL & UPDATED

Taxes & Money procedures

Browse published guides with quick facts, official-source verification and clear next steps.

2026 GUIDE
How to Apply for a Tax File Number as an Australian Resident

Apply for your first Australian tax file number for free. Australian residents can use the ATO route that matches their identity documents, including Digital ID, Australia Post or a paper application.

Online Free The ATO says you should receive yo
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2026 GUIDE
How to Claim Tax Deductions for Charitable Gifts and Donations in Australia

Check whether your Australian donation is tax deductible, confirm the recipient's DGR status, work out what you can claim and add eligible gifts to your tax return.

Online No fee to claim the deduction in y No separate processing time; the d
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2026 GUIDE
How to Claim the Private Health Insurance Rebate on Your Australian Tax Return

Claim the Australian Government private health insurance rebate through your tax return. Check eligibility, use your insurer's statement and review the pre-filled details in myTax.

Online No separate Australian Taxation Of The rebate is calculated when the
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2026 GUIDE
How to Set Up an ATO Payment Plan When You Cannot Pay Your Tax Debt in Full

Arrange instalments for an ATO tax debt, find the online and phone options, and understand why interest may continue while you repay it.

Online The ATO does not list a separate a No guaranteed time for agreeing to
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2026 GUIDE
How to Object to an ATO Tax Decision or Assessment You Think Is Wrong

Lodge a formal objection if you disagree with an eligible ATO tax decision or assessment. Check the deadline, state your grounds in detail and provide supporting evidence.

Online No fee to lodge an objection with No single fixed processing time ap
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2026 GUIDE
How to Find and Claim Unclaimed Bank, Share or Life Insurance Money in Australia

Search Australia's free government unclaimed money register and follow the correct claim route for lost bank accounts, shares, investments or life insurance money.

Online Searching for and claiming unclaim For shares and investments listed
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2026 GUIDE
How to Claim Working From Home Expenses on Your Australian Tax Return

Claim eligible working from home expenses on your Australian tax return using the fixed rate or actual cost method and keep the records required by the ATO.

Online There is no ATO fee to claim a wor There is no separate processing ti
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2026 GUIDE
How to Get a Medicare Entitlement Statement for a Medicare Levy Exemption

Apply for a Medicare Entitlement Statement if you were not eligible for Medicare for all or part of a financial year and need it for a Medicare levy exemption claim.

Online No application fee stated by Servi May take up to 8 weeks if you appl
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2026 GUIDE
How to Lodge a Tax Return for a Deceased Estate in Australia

Executors and administrators may need a separate trust tax return for income earned by a deceased estate after death. Check when to lodge, get an estate TFN and report post-death income.

Online The Australian Taxation Office doe The ATO does not publish a single
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2026 GUIDE
How to Apply for Temporary Debt Protection from Creditors in Australia

Apply to AFSA for Temporary Debt Protection when you cannot pay your debts and need short-term protection from enforcement by unsecured creditors.

Online AFSA's current Temporary Debt Prot AFSA does not publish a standard a
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2026 GUIDE
How to Lodge Your Individual Tax Return Online with myTax in Australia

Lodge your 2025–26 Australian individual tax return online with myTax, including myGov access, pre-fill checks, income, deductions, the 31 October deadline and refund tracking.

Online No fee to lodge your own tax retur The ATO says most refunds from tax
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2026 GUIDE
How to Amend an Australian Tax Return After You Have Lodged It

Correct missing income, deductions or other details after lodging an Australian individual tax return using ATO online services, a tax agent or a written amendment.

Online No ATO fee is charged for requesti Online amendments generally take a
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2026 GUIDE
How to Apply for Early Release of Super on Compassionate Grounds in Australia

Apply to the ATO for early release of super to meet specific unpaid expenses such as eligible medical treatment, mortgage foreclosure prevention or disability-related costs.

Online The ATO does not charge an applica Online applications are generally
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2026 GUIDE
How to Claim Your Super After Leaving Australia as a Temporary Resident

Claim a Departing Australia Superannuation Payment after leaving Australia if you held an eligible temporary visa, the visa has ceased and you meet the DASP rules.

Online The ATO DASP online application is Generally within 28 days after the
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2026 GUIDE
How to Apply for a Tax File Number in Australia as a Migrant or Temporary Visa Holder

Apply for an Australian Tax File Number online after arriving in Australia as an eligible permanent migrant or temporary visa holder. Check visa eligibility, passport details, the free ATO Individual Auto Registration process, the 28-day delivery timeframe and alternative application methods.

Online Free Up to 28 days for the TFN notice t
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