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Newsletters

SMS scam – tax refund notification

The ATO has alerted taxpayers to another scam where messages are texted to people asking them to click on a link and provide personal identifying information to receive a refund. To make the messages seem more legitimate, scammers are using technology that causes them to...

Have you prepared for changes in income protection?

With effect from March 31 2020, APRA expects insurance companies to discontinue issuing any new contract where insurance benefits are not based on income at time of claim, including Agreed Value income protection policies....

How the ATO is Tackling the Black Economy

The black economy involves dishonest and criminal activities that happen outside the tax system. It encompasses many elements, from the under-reporting of income and non-payment of superannuation through to serious criminal activities such as money laundering, illicit tobacco and the illegal drug trade. By avoiding their tax...

What does a financial planner do?

Needing expert advice on how to reach your financial goal? It might be a bit overwhelming to acknowledge the challenges that come with taking control of your finances. But there’s no need to worry, as long as you know who you should call for help. Let’s first...

SMSF Newsletter – 2019 Winter edition

The 2019 Winter Edition of our SMSF Newsletter has arrived, click HERE for your copy. _______________________________________________________________________________ Highlights in this edition include: New Contribution Rules - the catch-up contribution rules and new work test exemption now apply ATO Update - New ATO guidance for reversionary pension recipients Trustee...

TaxWise – Business News Edition – June 2019

Please click on the link for the June 2019 edition of TaxWise - Business News. TaxWise Business News is a quarterly newsletter, which will keep you updated on important tax matters that may affect you or your business. The highlights in this edition: Coalition's tax policies: How do...

SMSF Newsletter – Autumn 2019

Please click on the below link, you will be directed to the Autumn edition of our SMSF Newsletter for 2019 2019 SMSF Newsletter - Autumn  The HIGHLIGHTS in this edition: Year-End Planning - With 30 June 2019 approaching, ensure that year-end planning and administrative issues are in hand ...

TaxWise 2018-19 Special Budget Edition

Please click on the link for the TaxWise 2018-19 Special Budget Edition. This is a special TaxWise Edition that focuses on the Budget and how it may affect you.   The highlights in this edition: A Budget 'that gives back to the people' to win the Election - but...

TaxWise News – Business Edition – February 2019

Please click on the link for the February 2019 edition of TaxWise - Business News. TaxWise Business News is a quarterly newsletter, which will keep you updated on important tax matters that may affect you or your business. The highlights in this edition: Focus on small business -...