Insights

Here we share our insights on wealth management specifically and the financial sector broadly. We also aim to keep you abreast of news and developments in the market as well as within Lanteri Partners Group.

 

 

October Newsletter

There were a couple of housing-based superannuation contribution proposals contained in this year’s Federal Budget, for which draft legislation has finally been tabled. We run over the finer details that have been revealed. And if you or anyone you know has considered driving an Uber car to earn some extra income, we have some essential […]

October, 2017
Read More

September Newsletter

The small business CGT concessions can be extremely valuable, but sometimes the complexity of the details can be confusing. We clear up some of the more obscure factors. The rules around LRBAs for SMSF trustees have been fiddled with again, and necessitate (again) a look at the fine print. There is also a new statistical […]

September, 2017
Read More

August Newsletter

Making claims for travel allowances is a handy deduction for many employees, especially as the ATO has seen fit to make an exception to substantiate these claims in many circumstances. However this consideration comes with a warning — get it right, or lose that exception. We run over the particulars. Did you know that there […]

August, 2017
Read More

July Newsletter

The ATO is on the warpath over incorrect deductions that many taxpayers try to claim for holiday rental properties, so we take a look at the issues that have been grinding the taxman’s gears. And if you’re going to soon make an appointment to complete your tax return, we’ve made a general checklist of things […]

July, 2017
Read More

May Newsletter – Budget Update

The budget announcements contain a suite of tax and superannuation measures aimed at increasing housing stock and improving housing affordability. While the government has not gone close to clamping down on the political and social hot potato of negative gearing, it has taken some steps to restrict the travel expense and depreciation tax breaks enjoyed […]

May, 2017
Read More
Top