Category Archives: Blog Posts

Are you using a registered tax agent?

Are you using a registered tax agent? Only those that are registered as a tax agent with the Tax Practioners Board are allowed to charge a fee for tax return preparation. Benefits of using a registered tax agent: 1. They are bound by the Code of Professional Conduct 2. They must maintain their professional development,…
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Estate Planning

Have you checked who you have named as your beneficiaries of your Superannuation Policies! I know that many people will not take the time to read this but I strongly suggest that if you could spare five minutes you should take the time to do so. I’ve see this happen a few times in my…
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Taxable Payments Annual Report

Are you a business in the Building & Construction industry and have you made payments to subcontractors in the 2017 financial year? If yes, you may be required to lodge an Taxable Payments Annual Report to the ATO. Lodgement of the Taxable Payments Annual Report is due by the 28th of August, 2017. If you require…
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When did you last review your home loan?

When did you last review your home loan? We recently had a client attend our office who had refinanced her home loan only three years ago. She was signed up on a really great rate(3.75%) and hadn’t realised the bank had been slowing increasing her interest rate over that time (up to 4.5%). She was…
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