The ATO recently announced that work-related car expenses are one of their key focuses. Ensure your clients’ record keeping for car expenses is up to scratch to avoid any issues with the ATO.
ATO Crack Down on Car Expenses
ATO Getting tough on Super
The ATO has recently announced increased consequences for SMSFs who are late in lodging their annual returns (tax returns). Effective 1 October, an SMSF more than two weeks overdue have had their regulation details removed from Super Fund Lookup. Why is this a big deal? Super Fund Lookup is the mechanism that allows SuperStream to…
Westpac (WBC) Bank Share Offer
Westpac Bank (WBC) is seeking to raise money via a Share Purchase Plan to strengthen their balance sheet, support customer growth and provide an increased buffer above the regulator’s specified capital requirements. As a current shareholder, you are able to purchase up to $30,000 worth of shares at the lesser of: • $25.32 per share;…
ATO Portal – see the opportunity
With the ATO looking to “redistribute” some of the funds from “lost super” that have been accumulating over the past decades, this provides an opportunity for accountants and tax agents to get pro-active with their clients. Have you seen the new pages in the ATO Portal (the new portal) – that has the information about…
Helping You Find the Right Loan – Our Simple Process
Looking for a loan but have no idea where to start? Here’s our 5 easy steps to help you find the right loan.
Total Superannuation Balances – impact of a new LRBA
Recent legislative changes will now mean that an LRBA established since 1 July 2018, will count towards a members total superannuation balance under certain circumstances. Treasury Laws Amendment (2018 Superannuation Measures No. 1) Bill 2019 received royal assent in October, and now requires SMSF’s to report the outstanding balance on an LRBA (established after 1…
Why Having a Will is Not Enough
TAG Partner and Estate Planning expert Jason Roccasalvo discusses 6 important reasons to have an estate plan.
8 Investment Principles for Success
At TAG we offer quality advice and support to reach your financial goals. Click here to read our 8 investment principles for success.
Plan for Your Future with the TAG Wealth Projections Tool
The TAG Wealth Projections Tool gives a clear insight into your managing your finances, and is a great starting point. Click here to learn more.
Helping You Find the Right Loan
Finding a loan is a big decision which can have a profound impact on your financial situation. we know the questions to ask to help find the right loan for you.
Finally, the win-win solution is here
Protect the most important thing to your practice: Client relationships Nobody likes being the target of an audit/review – but we’ll be ready for you and your clients if and when it happens. We all know tax audits/reviews have the potential to damage great working relationships. You either get beaten up because your clients demand reduced…
Estate Planning – How not to leave a trail of chaos
If you have a Will in place, you may think this controls what goes where. However, to control what happens to your assets, you need an Estate Plan. Click here to read more.