Author Archives: Veritas Wealth Solutions
April 2015
Hello and welcome to our April 2015 newsletter. In this quarter’s issue, we have provided articles on the following:
- SMSF Minimum Pension Withdrawal Reminder
- The Differences between Income Protection Insurance and Workers Compensation
- Aged 55 – 59? Then this is for you
- Tax Planning for 2015
- Rules for Collectibles and Personal Use Assets in SMSFs
Posted in Newsletter, Uncategorised
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January 2015
Hello and welcome to our January 2015 newsletter. In this quarter’s issue, we have provided articles on the following:
- Gift Vouchers are now available at Veritas Wealth Solutions
- Enduring Power of Attorney for Self Managed Super Funds
- Medibank Private Ltd (MPL) Share Transfers
- Children and Insurance
- Beware of Scams
- New Year Financial Health Check
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October 2014
Hello and welcome to our October 2014 newsletter. In this quarter’s issue, we have provided articles on the following:
- Reviewing and refreshing your financial goals
- Self Managed Superannuation Fund (SMSF) Trustee Education
- Financial Planning for the Younger Generation
- Mineral Resource Rent Tax Repeal – What this may mean for you
- Medibank Private Initial Public Offering
- National Breast Cancer Awareness Month
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July 2014
Another financial year has again come and gone. In our first newsletter for the 2014/15 financial year we provide the following articles for your information:
- The importance of Binding Death Benefit Nominations in superannuation
- Is your Will up to date?
- What changed on 1 July 2014?
For our Self Managed Superannuation Fund (SMSF) clients, we have also included information on the following:
- New powers given to the ATO to penalise SMSF trustees who breach their obligations
- Payment summaries for SMSF clients
- Recurring Payments for SMSF Clients
- Extension of SuperStream compliance date for SMSF clients
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