Integrity and excellence - accounting and financial consulting services

April 2017

In this issue; Gumtree sourced assets and the realities of making a claim, Getting deductions for clothing and laundry expenses right, What is your "total superannuation balance" and why does it matter?, Simplified depreciation rules for small business. Download the PDF newsletter

 

March 2017

In this issue; Tax and the sharing economy, Share dividend income and franking credits, Can salary sacrifice work for you?, FBT and cars: a perennial head-scratcher, SMSFs and the in-house asset rules explained Download the PDF newsletter

 

Autumn 2017 - Financially Speaking

Inside this edition: 2017 market outlook, Are you prepared for the new superannuation changes?, Resisting temptation, Raising financially savvy kids, Easing the journey into aged care.

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

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February 2017

In this issue; Active vs passive assets and the small business CGT concession, Deceased estates: A brief guide to tying up the loose ends, 7 point checklist for deceased estates, The process (and pros and cons) of "electing" to be a family trust, Recent changes to the assets test for pensioners, Is the peer-to-peer lending investment option right for your SMSF?  Download the PDF newsletter

 

Summer 2016 - Financially Speaking

Inside this edition: Balancing portfolios in an unbalanced world, Learning the (investment) lessons from history, Trust your strategic plan but keep some powder dry, The case for industrial shares, What is global listed infrastructure?

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 2016

In this issue; Extend the festive cheer (but in a tax-efficient way), Home office deductions: What substantiation will the ATO accept?, SMSFs need to prepare for the new transfer balance cap, Shopping for a "luxury" car? Beware of the luxury car tax, Does your SMSF need a valuation? Christmas party decision tree. Download the PDF newsletter

November 2016

In this issue; Don't let a tax debt put you in a spin, 5 tips to get home office deductions right, SMSF compliance for 2016-17, Getting a tax valuation from the ATO. Download the PDF newsletter