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Winter 2020 - Financially Speaking

Inside this edition: Economic outlook, Staying on track, Embracing the fear, Fight the fight, How market volatility affects your super, Transitioning to retirement.

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

July 2020

In this issue; Tax return tips, Instant asset write off extended to 31 December, The realities of insuring against cyber crime, Remote AGMs and document signing allowed, Varying PAYG instalments because of COVID-19 Download the PDF newsletter

June 2020

In this issue; Last-minute tax planning tactics, Expatriates: Part-year resident or non-resident for tax purposes?,  Rental (passive) income and ‘carrying on a business’ for JobKeeper eligibility, COVID-19 and residential rental property claims, Concerns on property development and SMSFs, Laws on bankruptcy changed to help cope with COVID-19. Download the PDF newsletter

May 2020

In this issue; Answers to COVID-19 work-from home expense questions and CGT concerns, Your business and the JobKeeper scheme, Alternative turnover test for JobKeeper released, COVID-19 instant asset write off and accelerated depreciation, Early release from super a relief, but comes with risks, Here’s what attracts the ATO’s attention about luxury car tax. Download the PDF newsletter

April 2020

In this issue; Covid-19: Your stimulus and rescue package explained, Key points: The JobKeeper package, Coronavirus stimulus package, e-bikes, FBT and salary sacrificing, Employers get an amnesty for missed super payments, Individual or corporate trustee for your SMSF?. Download the PDF newsletter

March 2020

In this issue; ATO dusts off the "lifestyle asset" microscope, Limited options to access your super early, Damage or destruction of a rental property, Security online: More important than ever, Selling taxable Australian property. Download the PDF newsletter

February 2020

In this issue; Tax issues when dealing with volunteers, Succession planning for family businesses, Distributions from a discretionary trust, What you need to know about the First Home Super Saver Scheme, Superannuation tax offsets you may be able to use. Download the PDF newsletter