In these troubled financial times, the ATO has issued a timely reminder to trustees of SMSFs that they should regularly review their fund’s investment strategy, so that they can make the best possible investment choices. Amanda Doyle from Professional Investment Services Pty Ltd is available to assist trustees with their SMSF investment strategy. Trustees need [...]
[Continue reading…]Starting Your SMSF Audit
January 29, 2009 By
If you have recently established a self-managed superannuation fund (SMSF) then you are probably aware that your fund needs to be audited and a set of financial statements need to be prepared. If you would like to reduce your auditor and accounting fees then we recommend you get your paperwork organised before you contact the [...]
[Continue reading…]GST Audit: Are You Prepared?
January 22, 2009 By
In troubling times, the last thing your business needs is a GST audit and a visit from the Tax Office. Are your records up to date? Are there any gaps, holes or incorrect entries? Are you certain everything has been recorded correctly? Arthur McInnes worked at the Australian Tax Office for 19 years. He spent [...]
[Continue reading…]SMSF: Audits to be completed by 31 March 2009
January 22, 2009 By
It’s that time of year again! If you have a self managed superannuation fund then January is the month to organise your paperwork and make an appointment to have your superfund audited and your tax return lodged with the ATO. Every year, the trustees of every self managed fund must have financial and member statements; [...]
[Continue reading…]10 Ways Not To Screw Up The Job Opportunity
January 22, 2009 By
Given the current uncertainty in the job market, we thought we’d share a few tips for job seekers. If recent changes in your employment circumstances have affected your financial position, it might be a good idea to come and see us – and prepare a new household or investment budget. Don’t stretch the truth Once [...]
[Continue reading…]Office Closed for Christmas / New Year
December 15, 2008 By
Just like the ATO, we are going to be taking a break over Christmas and New Year. Both of our offices will be closed from Thursday 18 December 2008 until Monday 5 January 2009. We’d like to wish all of our clients a very Merry Christmas and a safe, happy and prosperous start to the [...]
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