Newsletter

Hello and welcome to our July 2016 newsletter, the first one for the new financial year.  In this quarter’s issue, we have provided articles on the following topics:

• Staff Updates
• A Will is not enough – where will your Super go?
• Insurance in a SMSF
• ATO target areas
• A few interesting facts about retirement

Hello and welcome to our special 2016 Budget Edition Newsletter.  There has been a lot of discussion over the last few days around the changes that have been announced.  We have provided a summary of the major proposed tax and superannuation measures for your information plus some commentary on the latter.

• Small Business Changes
• Changes for Individuals and Families
• Changes to GST and other Tax
• Superannuation Changes
• What the Super changes mean for you

Hello and welcome to our April 2016 newsletter.  In this quarter’s issue, we have provided articles on the following topics:

• Staff Updates
• SMSF Minimum Pension Withdrawal Reminder
• Changes to Motor Vehicle Deductions for the 2016 Financial Year
• Exceeding Your Maximum Pension Withdrawals for TRIS
• The Hidden Influences of Your Brain – Part 2
• The Duties of a Company Director – Part 2 

Happy New Year! Welcome to our first quarterly newsletter for 2016. In this quarter’s issue, we have provided articles on the following topics:

• Thank you for your Support
• Staff Updates
• Certified Financial Planning Professional Practice
• Gift Vouchers Available
• New Year Financial Health Check
• The Hidden Influences of Your Brain – Part 1
• The Duties of a Company Director – Part 1

Hello and welcome to our October 2015 quarterly newsletter. In this quarter’s issue, we have provided articles on the following topics:

• How to Find Your Lost Superannuation
• Macquarie Cash Management Account – New charges & changes
• Self-Managed Superannuation Fund – Trustee Education
• 2015 Superannuation Essentials Conference
• Are Investment Bonds Right for You?

Hello and welcome to our July 2015 newsletter. In this quarter’s issue, we have provided articles on the following:

• The 2015 Federal Budget
• Macquarie Life Active – Insurance that just makes sense
• 2015 Personal Income Tax Returns
• ASIC Fee Changes
• How do I get a better rate of Interest on my capital investment?

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

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

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