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2015 Tax Year

Get your tax to us in July and it will be ready for lodgement within 2 weeks! The end of the financial year is once again upon us! With that in mind, it is time to organise those end of year records so that we can complete your 2015 Taxation Return. Please find...

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Important Client Information Pre 30 June 2015

2015 Income Tax Returns The end of the financial year is once again upon us! With that in mind, it is time to organise those end of year records so that we can complete your 2015 Income Tax Returns. On Wednesday 1st July 2015 we will be sending out an email to our...

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Its Tax Time again

Its Tax Time again… Last month we heard the Treasurer Joe Hockey deliver his second Federal budget, with some key surprises in it, especially for small business. Below is a summary of some of the key features and how they could affect you! We are here to help our...

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Tax Planning Strategy #5

Key Items that mean $ in your pocket...  How would you like to legally reduce your tax by $500 or $1,000 or $5,000 or more? Here's how to do it: The Strategy behind Tax Planning The tax you pay depends on your taxable income (all assessable income less allowable tax...

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Tax Planning Strategy #4

Trust Distributions Resolutions needed Before 30 June Or Pay up to 49% Tax! If you have a Family Trust (also known as a Discretionary Trust) YOU NEED TO READ THIS! From the 2011/12 financial year, Trustees who distribute the income of a Trust through a resolution to...

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Tax Planning Strategy #3

Debt optimisation (sometimes referred to as "Debt Recycling") is a financial strategy which creates wealth over time and improves an individual's loan structure. Achieved, in the majority of cases by: Using all surplus income to reduce your home loan (non-tax...

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Tax Planning Strategy #2

Protected Share Portfolio Big tax refunds for prepaid interest for a capital protected share portfolio (with NO cash required by 30 June) Apart from the usual general tax planning strategies (eg. incur business expenses prior to 30 June to claim a tax deduction this...

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Tax Planning Strategy #1

Establish a SMSF Everyone is talking about SMSF's these days. Recent changes to the laws for operating SMSF's have in our opinion made them an option that every one of our clients needs to consider. Very simply, a SMSF is a super fund that you fully control. You make...

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2015 Tax Planning Starts Now!

Tax Planning Starts Now! There's five key things that you should consider RIGHT NOW. Three of them are brilliant wealth creation ideas. Please read on! 30 June is only 13 weeks after the beginning of April. It's not a long time at all. This year let's try and use all...

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