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.

 

 

November Newsletter

As it’s getting ever closer to the festive end of the year, we thought it prudent to run over the rules regarding Christmas parties and FBT. And borrowing money from a private company, even if it is your own business, can have serious pitfalls if not carried out correctly, so we look at the dangers […]

November, 2017
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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
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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
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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
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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
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