Autumn 2019 - Financially Speaking
Posted in Financial Planning
Inside this edition: Economic outlook, Understanding elder financial abuse to protect you and your loved ones, Unhealthy Attachments, Five reasons to consider a lifetime annuity, Four tips for boosing your super balance.
Brought to you by your Financial Planner, MTJ Wealth Management Pty Ltd an Authorised Representative of Lonsdale Financial Group Limited.
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March 2019
Posted in 2019
In this issue; The same business test to be replaced by a "similar business" test, Removing tax deductibility of "non-compliant" payments, New "consumer" rules for GST and online purchases, Rental travel expenses mostly off the table, When valuations of property are important for tax. Download the PDF newsletter
February 2019
Posted in 2019
In this issue; Tax incentive for angel investors in start-ups, Guide to making motor vehicle expense claims, The ATO is looking for personal services income diverted to SMSFs, For certain travel expense claims, the term "itinerant" needs clarity. Download the PDF newsletter
Summer 2018 - Financially Speaking
Posted in Financial Planning
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
Posted in 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
Posted in 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