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August 2016 Newsletter


In this newsletter we look at:

  • Our New Website – We would appreciate your feedback.
  • Tax Time – We are looking to assist you complete your 2016 tax returns.
  • Our Video – See if the 3 greatest financial mistakes people make apply to you.
  • Financial strategies – Our strategic alliance Mark Cleland looks at 3 actions you can take when you are going through divorce or separation.


Roy A. McDonald and the team.

Lodge Your Overdue Tax Returns Now

This is an actual letter received from the ATO for a new client who hadn’t lodged their prior years tax return. 

Click on the image to see the full letter. 

Don’t let this happen to you.  Lodge your tax returns ASAP. The due date for the 2015 tax returns has passed. Click here to book with our office now.

Our New Website – Can you provide feedback?

We have updated and we believe, improved our website. However, the real test is to see what you, our client, think. You can access our website by clicking the image above. If you like our website click the “Like” button and if you don’t, click the “Needs Improvement” button

LikeNeeds Improvement.png

What are the three mistakes people make with Finances?- Click here to find out more

Lindale Insurances- The Three Greatest Mistakes People Make with their Finances
Are you prepared for a sudden loss of income?

• According to the ABS the average super balance for a person, nearing retirement is $155,216. Is that enough to fund your retirement?

• Is a plan in place in the event you’re struck down with illness or even death?

Financial Strategies-During & After Separation

All your past financial plans have been as a couple. Now you are embarking on a solo lifestyle.


Have you considered your plans?

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