Year-end strategies 2013

Are you ready? The financial year-end is less than five weeks away (at the time of writing). Year-end strategies 2013 focuses on ensuring that your financial housekeeping is in order so as to optimise your tax and wealth protection in a timely way.  The checklist below includes a few matters that may require your attention – and soon! 'Year-end strategies 2013' is provided for general information only. Before acting on [...]

By |2020-06-29T14:20:07+10:00May 28, 2013|Tax|0 Comments

Investment success contributor: Salary Packaging

Salary packaging as an investment success contributor We are all looking for investment success contributors: salary packaging is one of the more accessible, and if used effectively, very successful. Salary Packaging can lead to financial benefit In readiness for the start of each new financial year, as we reflect on how effectively we have utilised the financial resources available to us during the past financial year, we often hear discussion [...]

By |2018-01-10T09:56:11+10:00June 11, 2012|Tax, Wealth Management|0 Comments

FBT preparation

Fringe Benefits Tax returns can be burdensome and so your efforts by way of FBT preparation should be continuous. March 31 is the critical FBT year-end date: have you recorded all the items you needed to ensure your FBT (that’s Fringe Benefits Tax for those not involved) return can be accurately prepared for lodgement – and more importantly, so that you don’t pay any more than is necessary? Are you aware [...]

By |2018-01-10T11:53:10+10:00April 18, 2012|General, Tax|0 Comments
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