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.

October Newsletter 2019 4256 2832 Patrick Kerr

October Newsletter 2019

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 2019 4256 2832 Patrick Kerr

September Newsletter 2019

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 Patrick Kerr

August Newsletter – Lodgement Rates Edition

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August Newsletter 4256 2832 Patrick Kerr

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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Business Advisory Services
July Quarterly Report 2019 3874 2578 Patrick Kerr

July Quarterly Report 2019

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July Newsletter 2019 1757 1316 Lanteri Partners

July Newsletter 2019

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June Newsletter 2019 4256 2832 Lanteri Partners

June Newsletter 2019

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May Newsletter 2019 2000 1334 Patrick Kerr

May Newsletter 2019

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April Newsletter 2019 4256 2832 Lanteri Partners

April Newsletter 2019

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Business Advisory Services
December Quarterly Report 2018 3874 2578 Lanteri Partners

December Quarterly Report 2018

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