Integrity and excellence - accounting and financial consulting services

September 2017

In this issue; Look before you leap: the small business CGT concessions, Treasury amends LRBA requirements for SMSFs - again, Are those investment returns on revenue or capital account? Do you need to lodge your tax return early?, SMSF stats just keep getting better. Download the PDF newsletter

Spring 2017 - Financially Speaking

Inside this edition: Market update, The new super rules contain some good news, The 150 year old baby, What do market benchmarks measure?, Income protection in insurance - cover your way of life, Easy ways to improve your home.

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

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August 2017

In this issue; Travel allowances and the proper use of the exception to substantiate claims, Child death benefit recipients and the transfer balance cap, Tax deductions specifically for SMSFs, Deductions for finance on a rental property, Life policy bonuses and tax. Download the PDF newsletter

Winter 2017 - Financially Speaking

Inside this edition: Market update, APRA's needle just popped the housing bubble, End of financial year strategies, Buy/sell agreement to cover your business, Lower portfolio volatility? It's in the bank, Choosing a wine like a professional.

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

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July 2017

In this issue; The ATO waves a red flag on deductions for holiday rentals, Streaming trust capital gains and franked distributions: An Overview, Be prepared: What you need to bring to your next tax return appointment, Accelerated depreciation for small business has been extended, Deduction tip: Can you claim the cost of travelling to this office?, Substantiation for mobile, home phone and internet costs Download the PDF newsletter

June 2017

In this issue; End of year tax planning tips for business, What is a tax loss, and how can it be turned to good use?, The transitional CGT relief measure and your SMSF, Q:Who is assessable on interest income? Download the PDF newsletter