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.

May Newsletter 2020 4256 2832 Patrick Kerr

May Newsletter 2020

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April Newsletter 2020 5017 3345 Patrick Kerr

April Newsletter 2020

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March Newsletter 2020 4256 2832 Patrick Kerr

March Newsletter 2020

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 2020 4256 2832 Patrick Kerr

February Newsletter 2020

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 2019 4256 2832 Patrick Kerr

December Newsletter 2019

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 2019 4256 2832 Patrick Kerr

November Newsletter 2019

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 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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