Insights
Lanteri Partners Group develops and implements tailored financial plans that create, build and protect your wealth.
We have achieved excellent outcomes for our clients for more than 29 years because we are lateral thinking, dedicated and experienced people. Our advice is driven by solutions not products and guided by the latest and most up to date information .
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May 2022 Newsletter
In this issue:
With the ATO having announced a more hardline approach to discretionary trusts, we detail some good news around the possible retrospectivity of their new approach.
Are you aware of the personal property security register?
In your May newsletter, we outline its importance and how it can reduce your risk of property you are thinking of purchasing being repossessed.
Bonus Articles
Please contact us for clarification, or further advice, regarding any of the topics covered in this newsletter.
December 2021 Newsletter
In this issue: As part of the Federal Government’s bid to modernise the Australian Business Register (ABR), all company directors – including directors of family trusts and SMSFs with corporate trustees – must apply for a “director ID”. Find out what dates to meet to avoid fines and penalties. A raft of new measures designed
September 2021 Newsletter
In this issue: How to treat work-related travel and living away from home costs; SMSFs and property development – emerging risks; Claiming GST credits for employee reimbursements; Buying a new house before selling the old one; Trust distributions to non-residents; and ‘Stapling super’ – reducing multiple accounts for employees. Please contact us for clarification, or…
August 2021 Newsletter
In this issue: With reforms to superannuation – including for SMSFs – on the horizon, our leading article covers what’s coming, including more accountability for funds and flexibility for super holders. We’ve got two articles to help you understand how trusts work: ‘Trust distributions’ goes through the different roles involved in a trust, while ‘Trust…
