Insights

Blog by blog, we share exclusive Lanteri Partners Group’ knowledge on wealth management and the wider financial sector, keeping you up-to-the-minute on the entire market.

August Newsletter 1000 365 David Silke

August Newsletter

The JobKeeper payment, which was originally due to run until 27 September, will now continue to be available until 28 March 2021. There will however be some changes to eligibility, as well as a tightening of payment rates. We run through the details. We also reveal a largely unforeseen danger for insurance cover in the…

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July Newsletter 4256 2832 David Silke

July Newsletter

Despite the current COVID-19 constraints, completing your tax return remains a task we can help achieve to your best advantage. We look at some tax tips for the current tax lodgement period. There is also some good news on the instant asset write-off, and a timely reminder about the importance of being covered against cyber…

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June Newsletter 4256 2832 David Silke

June Newsletter

We also consider the issue of passive income and where this figures when qualifying for JobKeeper. There has also been a temporary change made to bankruptcy laws because of the economic fall-out of COVID-19. We also consider the issue of passive income and where this figures when qualifying for JobKeeper. There has also been a…

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May Newsletter 4256 2832 David Silke

May Newsletter

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April Newsletter 5017 3345 David Silke

April Newsletter

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March Newsletter 4256 2832 David Silke

March Newsletter

If you own certain high-end assets, it may be prudent to make sure your tax affairs are in order. The ATO has asked dozens of insurance companies for policy details over certain asset values to check up on these taxpayers’ tax obligations. We also look at the realities of accessing some of your retirement savings…

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February Newsletter 4256 2832 David Silke

February Newsletter

The bushfire season has highlighted the very central importance that volunteers play in Australia, but along with these essential roles there can also be tax outcomes to consider. We also sketch out the essentials to know about the First Home Super Saver scheme, succession planning for family businesses, and the possible tax offsets available in…

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December Newsletter 4256 2832 David Silke

December Newsletter

Sometimes small business owners pass up the at-times lucrative small business CGT concessions simply through not knowing that they are eligible to claim them. Answering a few basic questions can clear this up. We explain how the “personal property security register” can help manage the risk that comes with owning certain assets. We also take…

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November Newsletter 4256 2832 David Silke

November Newsletter

Sometimes, essential tax records are missing or even destroyed. But all is not lost, as there is a “plan B” that can be put into affect, so we run through the options to help your tax outcome. The investment strategy of any SMSF is not “set-and-forget”, and if not re-visited from time to time, could…

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October Newsletter 4256 2832 David Silke

October Newsletter

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…

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