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.

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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September Newsletter 4256 2832 David Silke

September Newsletter

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…

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August Newsletter – Lodgement Rates Edition 4256 2832 David Silke

August Newsletter – Lodgement Rates Edition

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August Newsletter 4256 2832 David Silke

August Newsletter

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…

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July Quarterly Report 2019 3874 2578 David Silke

July Quarterly Report 2019

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July Newsletter 1757 1316 Lanteri Partners

July Newsletter

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June Newsletter 4256 2832 Lanteri Partners

June Newsletter

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May Newsletter 2000 1334 David Silke

May Newsletter

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