Integrity and excellence - accounting and financial consulting services

Summer 2016 - Financially Speaking

Inside this edition: Balancing portfolios in an unbalanced world, Learning the (investment) lessons from history, Trust your strategic plan but keep some powder dry, The case for industrial shares, What is global listed infrastructure?

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 2016

In this issue; Extend the festive cheer (but in a tax-efficient way), Home office deductions: What substantiation will the ATO accept?, SMSFs need to prepare for the new transfer balance cap, Shopping for a "luxury" car? Beware of the luxury car tax, Does your SMSF need a valuation? Christmas party decision tree. Download the PDF newsletter

November 2016

In this issue; Don't let a tax debt put you in a spin, 5 tips to get home office deductions right, SMSF compliance for 2016-17, Getting a tax valuation from the ATO. Download the PDF newsletter



October 2016

In this issue; Travel to a workplace: what's in, what's out, Controversial super change scrapped: but other proposals need to be watched, General facts about winding up your business, Start-up businesses: which is the right structure for you? Download the PDF newsletter

 

Spring 2016 - Financially Speaking

Inside this edition: Beyond Brexit, Timing retirement, Five big questions for AREIT investors, Why having a proper estate plan is so important, Changes to the age pension rules – are you ready?, How to avoid behavioural investment traps

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

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September 2016

In this issue; $20,000 write off is only available for small business unless..., What types of legal expenses are allowable as tax deductions?, Borrowed money to pay a business tax debt? Is the interest deductible?, Setting up a SMSF: What you need to know, When is refinancing loan interest deductible to a partnership? Download the PDF newsletter

 

August 2016

In this issue; Update on the government's superannuation program, Tax time is prime time for scams, The 'sharing economy' in the ATO's sights, Latest ATO benchmarks released, Cents per km deduction rate for motor vehicle expenses, Overtime Meal Allowance Amounts, Div.7A benchmark interest rate, CGT: 2016/17 Improvement threshold. Download the PDF newsletter