ATO current areas of focus in financial services

Source: New South Wales

Published Date: 26 Mar 2026

 

This session provides an in-depth update from the ATO on selected current areas of focus within the financial services sector including:

  • The latest on the change in definition of “debt deduction”
  • Current thinking on the change in definition of “financial entity”
  • Areas of concern in relation to the s128F public offer test
  • An overview of the Commissioner’s approach to assessing GST apportionment methodologies, including:
    • the importance of a robust cost allocation process
    • common errors identified by the Commissioner
    • the ‘relevance’ of the Hannover decision
    • practical examples

The presenters outlined the key facts, relevant legislative and regulatory provisions, and the ATO’s concerns, observations, and recommendations. The session aimed to equip participants with practical insights to enhance compliance and manage emerging risks effectively.

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