Integrity and excellence - accounting and financial consulting services

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

Summer 2019 - Financially Speaking

 

Inside this edition: Economic outlook, Why decisions made during your 'transition to retirement' are life changing, How to be a human be-ing not a human do-ing, Protecting your super - further changes to insurance in super not law, Using diversification to combat risk. Download the PDF newsletter

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

December 2019

In this issue; E-invoicing is on its way, Personal services income explained, CGT Concessions: Does your business qualify? If you're in business, you need to know about the PPSR. Download the PDF newsletter

November 2019

In this issue; Lost or destroyed tax records? Don't panic. Super downsizer scheme: common errors, A SMSF trustee duty not to be forgotten: The investment strategy, Small business: Low-cost assets & the threshold rule, Three wise FBT tips for Christmas. Download the PDF newsletter

October 2019

In this issue; CGT when spouses have different main residences, The SMSF sector is growing by $23,200 every minute, Fictions (and facts) about work expense deductions, An FBT reporting exclusion for personal security concerns, SMSF event-based reporting: What needs to be reported, what doesn't. Download the PDF newsletter

Spring 2019 - Financially Speaking

Inside this edition: Economic outlook, Are you an investor or a speculator? Why investing for retirement is differrent, Sorry but your biggest investing problem may be you, Impossible Whoppers and Impossible valuations.

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 2019

In this issue; Property development and tax, Tax and the kids' savings, CGT exemption on inherited homes, SMSF trustees: Operating expenses you can deduct, Rental property owners: Top 10 tips to avoid comon mistakes. Download the PDF newsletter