For Individual matters

We present articles here that are of interest to you, the individual. Of course many people are also involved in business and community organisations.

Also look at some of our e-newsletters that will keep you current with the latest news.



  • 17th Dec 2018

    ATO phone scam warning

    The ATO has released several alerts regarding phone scammers who impersonate ATO officials to defraud their victims of thousands of dollars.
  • 14th Dec 2018

    Some headlines that caught my eye

    I looked at these headlines and was struck by the common thread that runs through these which relates to the way in which we view money.
  • 12th Dec 2018

    Take time to review your financial position

    Taking a break over Christmas can be the perfect time to review your financial position. Making even small changes can be huge for your future.
  • 11th Dec 2018

    SMSF Good News Story! Really!

    */ In our last newsletter there was an article called ‘How does your SMSF compare?’ which included the Class Super June 2018 Benchmark Report. This report provided some interesting comparative data...
  • 10th Dec 2018

    Clearing out your documents for the New Year

    As we start bringing 2018 to a close, now is the perfect time to sort through all those documents that you still have lying around organise them by what can be thrown away and what you need to keep.
  • 11th Sep 2018

    Is Super still super?

    The Banking Royal Commission has given a lot of negative impressions. Should you still save for your retirement?
  • 2nd Sep 2018

    How does your SMSF compare?

    We frequently get asked "How does my SMSF compare to others". A recent report shows how funds compare.
  • 29th May 2018

    Maximise your super before 30 June

    Here are a few tips you may wish to consider to boost your super whilst receiving some associated tax breaks
  • 24th May 2018

    Top tips for maximising your 2017/18 deductions

    Here are our top tax planning tips for individuals and businesses.
  • 18th May 2018

    Family Tax Benefit lump sum

    Centrelink have implemented some changes to the process required to claim the Family Tax Benefit (FTB) lump sum payment
  • 18th May 2018

    Watch out on those work related expenses

    The ATO has sent out a warning that it is setting its sights on “other” work-related expense deductions
  • 14th May 2018

    Purchasing a brand new property?

    You will be required to withhold the GST amount instead of paying to the property developer.
  • 14th May 2018

    ATO targets holiday homes

    The ATO sees lots of errors and false claims and don't care whether the mistake is deliberate or not.
  • 9th May 2018

    Budget 2018 - For Individuals

    The following changes will affect individuals and families, the main ones being the introduction of the Low and Middle Income Tax Offset and the proposed changes to personal income tax rates. The Low...
  • 9th May 2018

    Budget 2018 - Superannuation

    Changes announced in the 2018/19 Budget that will affect superannuation including SMSFs
  • 9th May 2018

    Budget 2018 - Social Security

    Announcements affecting social security recipients in the 2018/19 Budget
  • 2nd May 2018

    Response to the Banking Royal Commission

    We believe that it is important for us to communicate with our clients how we feel about the findings that are unfolding in the Banking Royal Commission
  • 24th Apr 2018

    Facebook, banks and the Australian cricket team

    The headlines of the last few months have had us all scratching our heads and asking how can this happen? Reputations have been left in tatters as a result of poor judgement where individuals and...
  • 13th Apr 2018

    Retirement - Getting the timing right

    When considering timing, think of what sort of life style you wish to have and how your savings will fund it.
  • 26th Mar 2018

    SMSFs - Avoiding common mistakes

    SMSFs attract significant tax benefits making them subject to regulatory scrutiny. Penalties for getting it wrong can be substantial.


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