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Tax Time – Before 30 June is the Key
June 12th, 2015Are you interested in putting together a tax plan or just looking for extra ideas for tax time? To assist with finding the bit most relevant to you in reading this planning document, we have divided the topics into: General year-end tax planning tips; Business year-end tax planning tips; Individuals year-end tax planning tips; Year-endread more
Welcome to the Winter Edition of The Count Report
June 10th, 2015June 2015 In this edition of the Count Report, our feature article, ‘Drive your wealth strategy this EOFY’, looks at nine simple but effective ways to fine tune your strategy before June 30. A common question that I often hear clients ask is whether to hold personal insurance inside or outside super. Getting it rightread more
A letter from Murray McKinley and His Long Service Leave
June 1st, 2015"After 19 wonderful years with McKinley Plowman & Associates, I am taking much deserved long service leave. I will travel with my family, work on our beach house in New Zealand, they call it a ‘beach batch’ in New Zealand and spend some time working on the business. Aaron McCracken our Senior Financial Adviser andread more
MSI Quarterly Newsletter June 2015
June 1st, 2015MSI provides updates from its members from Australia and New Zealand for the June 2015 Quarter. The Australia Federal Budget of 2015 brings about opportunities for small businesses. Tax relief plus the opportunity to possibly restructure are just a few of the many favourable changes the budget provides to stimulate small businesses, jobs and toread more
Whats in the Federal Budget for SMSFs?
May 28th, 2015Fortunately nothing major with most of the changes having already been flagged by the media. Having said that there are a number of items that will impact some people which are not directly in relation to superannuation and we encourage you to read on... Social Security Income Test – Defined Benefit Pensions For individuals who areread more
ATO Audits – Are you at risk?
May 25th, 2015With the end of another financial year nearly upon us and thoughts turning to our next income tax returns, it is timely to consider what factors may trigger an Australian Taxation Office (ATO) audit. In recent years, the ATO has implemented sophisticated data matching technology and is better equipped than ever before to scrutinise financialread more
Help Alec Blacklaw to Raise Awareness and Funds for Homelessness in Australia
May 21st, 2015About 1 in every 200 Australians is experiencing homelessness every night. 17% of the overall homeless population are children under 12 years old. Domestic and family violence, relationship and family breakdowns, unemployment and drug and alcohol abuse are the most common reasons why people are experiencing homelessness. The experience of homelessness can trigger an aggravateread more
Superannuation Changes in the 2015/2016 Federal Budget
May 19th, 2015The Federal Budget contains no detrimental changes to superannuation, as expected – in fact, there were only a few minor changes which are listed below. Federal Budget Proposals Social Security Income Test The social security income test for individuals in receipt of a defined benefit pension from superannuation will be amended with effect from 1read more
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