Wealth Management

October Newsletter

October Newsletter 4256 2832 David Silke

Deductible work-related expenses are always tempting to chase down, but to stay out of trouble with the ATO it’s always good to have fact sorted from fiction. We also look at the special CGT rules that apply when spouses have different residences.

There’s an exemption from reporting obligations for employers for certain “personal security” fringe benefits, and we spell out what needs to be reported, and what doesn’t, for SMSF event-based reporting.

Please contact us for clarification, or further advice, regarding any of the topics covered in this newsletter.

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September Newsletter

September Newsletter 4256 2832 David Silke

Property developers often feel the gaze of the ATO on their activities, so we look at what could be getting its attention. Still on residences, we look at some little known facts about the CGT exemption that generally, but not always, applies to inherited homes.

Also dealt with is the tax that children’s savings accounts attracts, the operating costs available as deductions to SMSFs, and the top 10 tips for rental property owners to avoid common tax mistakes.

Please contact us for clarification, or further advice, regarding any of the topics covered in this newsletter.

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August Newsletter

August Newsletter 4256 2832 David Silke

Heading overseas for that trip of a lifetime? There could be a few simple steps you can take to ensure all is in order tax-wise, both while you¹re away and after you return.

We also look at trust distribution resolutions, whether your backyard projects are considered a business or a hobby by the taxman, and simple measures to be aware of that can reduce the tax you pay on your small business.

Please contact us for clarification, or further advice, regarding any of the topics covered in this newsletter.

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July Newsletter

July Newsletter 1757 1316 Lanteri Partners

June Newsletter

June Newsletter 4256 2832 Lanteri Partners

May Newsletter

May Newsletter 2000 1334 David Silke

April Newsletter

April Newsletter 4256 2832 Lanteri Partners
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