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Summer 2018 - Financially Speaking

Inside this edition: Economic outlook, Living longer, living smarter, How an ETF can help your SMSF portfolio, The automotive sector in a period of turbulent change, Life insurance implications for primary carers: What you can do to ensure that, when the work stops, the benefits do not.

Brought to you by your Financial Planner, MTJ Wealth Management Pty Ltd an Authorised Representative of Lonsdale Financial Group Limited.

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December 2018

In this issue; Do you need an agreement with your business partner?, Alerts, not alarms, Investment tax issues you need to be aware of, Consumers compensated by financial institutions still need to consider tax. Download the PDF newsletter

November 2018

In this issue; Three-quarter FBT year compliance check-up, How much do we need to retire?, ASFA's estimate for retirement savings, The work Christmas party, Renting out part or all of your home, Carrying on a business through your SMSF. Download the PDF newsletter

October 2018

In this issue; Crowdfunding and tax, Get a clear view with a private ruling, Changing details in your tax return after it's lodged, Personal services income: An overview. Download the PDF newsletter

September 2018

In this issue; Self-employed? You could claim a deduction for saving for retirement, Shares and tax: A Stockmarket investment primer, Have you had a change in creditable purpose for GST reporting purposes?, Will new LRBA rules stymie your SMSF contribution plans? Apportioning GST annually for business and private purchases. Download the PDF newsletter

Spring 2018 - Financially Speaking

Inside this edition: Economic outlook, More benchmarks in the world than stocks, Cycle of market emotions, Redefining risk for income investors, Crowd Funding.

Brought to you by your Financial Planner, MTJ Wealth Management Pty Ltd an Authorised Representative of Lonsdale Financial Group Limited.

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2018-2019 Lodgement Rates And Thresholds Guide

In this issue; Individuals' tax rates and offsets; motor vehicles, Medicare,HELP and SFSS, Superannuation, CGT and FBT. Download the PDF newsletter