Newsletters

Financially Speaking Autumn 2020

Financially Speaking Autumn 2020

  • Economic outlook
  • How to manage anchoring bias
  • Investment strategies for your super
  • Self- employed? Don’t leave your business at risk
  • What can retires do about longevity risk?

Details Here
Financially Speaking Summer

Financially Speaking Summer

  • 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 now law
  • Using diversification to combat risk

Details Here
Financially Speaking Winter

Financially Speaking Winter

  • Economic outlook
  • The financial power of women
  • Tax tips and tax return hints
  • The private equity opportunity: public
  • companies are only the tip of the iceberg
  • Will you be comfortable with comfortable

Details Here
SMSF Client Update July 2019

SMSF Client Update July 2019

  • Smsf client update
  • Changes to annual smsf audits
  • Catch-up (or carry-forward) concessional contributions
  • Super co-contribution
  • Low income super tax offset
  • Spouse contribution tax offset
  • Downsizing contributions

Details Here
Business update may 2019

Business update may 2019

Single touch payroll is coming 1 July 2019

  •  Are you ready? 
  • What reporting options do you have?
  • Are there any exemptions or concessions?
  • What if your only employees are yourself and family members?
  • How can we help?

Details Here
Budget update budget update 2019/20

Budget update budget update 2019/20

  • How will the federal budget affect you?
  • Superannuation
  • Tax
  • Social security
  • Aged care


Details Here
TAX NEWS Client Update 2017/18

TAX NEWS Client Update 2017/18

  • client update
  • Personal tax rates 2017/18
  • Catch-up (or carry-forward) concessional contributions
  • The sharing economy
  • ATO warning on deductions
  • Introducing E-sign
  • Superannaution
  • Small business changes

Details Here
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