Recent newsletters

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Tax Matters, Ed 24 – 2017

  • CGT Strategies for your holiday rental
  • Managing your GST Liability
  • Using the $20k instant asset write-off
  • ATO targeting work-related expenses
  • And more …
Business Matters, Q3 2017

  • Passing on the family business
  • Improving internal communication
  • Simpler BAS from 1 July
  • Checklist for new workers
  • Changes to workplace laws
  • And more …
Profit Matters, Winter 2017

  • Brushing up on communication
  • Tips for online marketing
  • Making better business decisions
  • Having difficult conversations at work
  • Running a productive business meeting
  • And more …
Year End Strategies, 2017

  • 2017 year end tax tips
  • Reducing capital gains tax
  • Staying on top of your records
  • CGT relief provisions for SMSFs
  • Super reforms on the way
  • And more …
Financially Speaking Winter – 2017

  • Market update
  • APRA’s needle just popped the housing bubble
  • End of Financial Year Strategies
  • Buy/sell agreement to cover your business
  • Lower portfolio volatility? It’s in the bank
  • Choosing a wine like a professional
Business Matters Q2, 2017

  • Managing morale through change
  • Common traps at tax time
  • ACCC compliance priorities for 2017
  • Changes to penalty rates
  • Managing your GST liability
  • And more …
Budget Edition 23 – 2017

  • Keeping taxpayers honest
  • CGT events affecting shareholders
  • Rates increase for fuel tax credits
  • Building a sustainable lifestyle
  • ATO to report unpaid debts
  • A guide to negative gearing
Tax Matters Autumn 2017

  • Finding your point of difference
  • Opening a second location
  • Overcoming motivation blocks
  • Why business needs social responsibility
  • And more

Past newsletters

Please be aware that some content may be out of date and should not be acted upon without consulting your relevant advisor.

Financially Speaking Autumn – 2017

  • 2017 market outlook
  • Are you prepared for the new superannuation changes?
  • Resisting temptation
  • Raising financially savvy kids
  • Easing the journey into aged care
Tax Matters Edition 22 – 2017

  • CGT exemptions for depreciating assets
  • ATO issues ruling on bad debts
  • Simpler BAS for small business
Business Matters Q1, 2017

  • New Year’s Resolutions for 2017
  • Tips for improving cash flow
  • New safe harbour for car fringe benefits
  • Preparing for public holidays in 2017
  • Intellectual property law basics
Profit Matters – Summer ’16

  • Improving your sales pitch
  • How to fuel creativity
  • Investing in employee wellness
  • Tips for using holiday hashtags
  • And more
Summer Edition 2016

  • Balancing portfolios in an unbalanced world
  • Learning the (investment) lessons of history
  • Trust your strategic plan but keep some powder dry!
  • What is global listed infrastructure?
  • The case for industrial shares
Business Matters Q4, 2016

  • Investing in business real property
  • New PAYG withholding rates
  • Taking out a chattel mortgage
  • Preparing for your business exit
  • Are you underpaying employees?
Spring Edition, 2016

  • ATO crackdown on work-related expenses
  • How do franking credits work?
  • Tax tips for property investors
Spring Edition, 2016

  • Crafting your promotional mix
  • How to be successful in new situations
  • Boost resilience in the workplace
Spring Edition 2016

  • Beyond Brexit
  • Timing retirement
  • Five big questions for AREIT investors
  • Why having a proper estate plan is so important
  • Changes to the age pension rules – are you ready?
  • How to avoid behavioural investment traps
Q3, 2016

  • Finding your target market
  • New high-income threshold
  • Getting your BAS right
  • Calculating fuel tax credits
  • Setting out terms and conditions
  • Eliminating hiring bias
Ed18 – 2016

  • ATO crackdown on rental property tax claims
  • Limits for FBT Benefits
  • Cutting tax on share transfers
  • Calculating your property GST
Autumn – 2016

  • Managing online reviews
  • Finding the right culture fit
  • Leverage from LinkedIn
  • Conducting effective meetings
Winter Edition 2016

  • Counting the cost of a curve ball
  • Property and diversified portfolio
  • SMSF borrowing gets the amber light
  • Making sense of the fixed income landscape
  • Time to reconsider emerging markets
  • Getting financially prepared to start a family
January 2016

  • Cancelling or transferring a business name
  • Selling your business GST-free
  • Meeting your superannuation obligations
  • Making environmental claims
BUDGET EDITION – 2016

  • Industries on the ATO’s radar this year
  • Federal Budget – Superannuation changes
  • ATO to focus on collectables
  • Federal Budget – Individuals
  • Federal Budget – flexible super
  • Tax on gifts and donations
Autumn Edition 2016

  • Macro risks elevated in 2016
  • The Star Wars’ guide to investing in volatile times
  • Aged care – making an informed decision
  • Give your bonus a boost this year
  • Thinking outside the box – commercial vs residential property
  • Ignore life’s trigger events at your peril
2015-2016

  • Surviving the run up to June 30
  • End of financial year: SMSFs
  • Keeping on top of your records
  • Upcoming ATO compliance targets
  • End-of-year superannuation checklist
Summer Edition 2015

  • An SMSF trustee decision for the long haul.
  • Why franking credits are important for retirees.
  • Changes to the age pension rules.
  • Make sure your estate ends up in the right hands.
Edition 17 – 2015

  • Applying for a tax withholding variation.
  • Claiming tax deductions for your website.
  • Tax-deductible overseas trips.
  • Selling your business.
Q4 2015:

  • Surviving the ATO crackdown.
  • Expanding your business overseas.
  • Is a company merger your ideal exit strategy?
  • And more.
Financially Speaking – Spring Edition 2015:

  • Why China’s property market matters.
  • Trauma fills the gaps.
  • Insurance through super.
  • Control your retirement income.
  • Are your estate affairs in order.
  • Four tips on what to do with a windfall.
Tax Matters – Edition 16 – 2015

Tax strategies for you and your business:

• ATO focuses on rental property deductions

• Training course deductions

• Reducing holiday house CGT

• Work-related expensed on ATO hitlist

Business Matters – Quarter 3 – 2015

Strategies for managing your business:

  • Annual leave overhaul
  • Be careful of automatic renewals in contracts
  • Update on unemployment laws
  • Delivering quality customer service
  • ACCC cracks down on franchises
Year End Strategies 2014/15

  • Tax tips for property investors.
  • Surviving the run up to June 30.
  • End of financial year, SMSFs.
  • Keeping on top of your records.
  • Upcoming ATO compliance targets.
  • End-of-year superannuation checklist.
  • And more.
Financially Speaking Winter 2015

  • The Investment Hunger Games
  • Getting ahead in your 50s
  • Protect your earnings and reap the tax benefits
  • Is an SMSF right for you?
  • Five steps to consider before entering an aged care home
  • Maximise your opportunities for the end of financial year
  • Do you really have to play big, to win big?
Federal Budget Tax Update

For You And Your Business

  • Budget focus on stimulating small business
  • Fuel tax credit rate increases
  • R&D and other incentives
  • Property damage considerations for investors
  • Tax shortfall disclosure commended
Financially speaking autumn edition 2015

  • Plummeting oil prices and quantitative easing have global
    significance
  • Global technology wars
  • Making the most of your retirement income
  • Aged care reforms
  • Covering life’s stages
  • Have you considered Exchange Traded Funds (ETFs)?
  • Demystifying long-short funds
2015 Business Update

Strategies For Managing Your Business

  • Business Resolutions for 2015
  • Managing Your Cash flow
  • Making Sure FBTs are beneficial
  • A guide to CGT
2015 Tax Matters

Tax Strategies For You & Your Business

  • Negative Gearing For Property Investors
  • Share Transactions: ATO Digging
  • ATO Targets motor vehicles
  • Minimising Your FBT Bill