CALL NOW 03 9848 5933

August Newsletter

It is almost spring cleaning time and time to get your tax prepared. Have you been putting it off because it feels too difficult or you’re worried about doing it. Let our tax specialist take the worry away and deal with the burden of the ATO.

In this article we highlight the steps surrounding the difficult job of helping a loved one enter aged care.

We suggest you explore last month’s newsletter on the ATO. In this sequel to that article, we discover what you can claim as a work related expense. If you work, you can’t afford not to read this article.

Regards
Roy A McDonald and the team!

PS:If you know someone who wants to claim work related expenses or has someone going into aged care, share this newsletter with them now.

The Three Steps to Aged Care Success.

 

Read More

[/col_1][col_2] Having to deal with aged care for a parent or loved one is a tough decision. The experience for most people is distressing and complicated. The problem is that there is so much information you need to know, and its available in all sorts of places and most people don’t know what to ask.
This is where you can draw on our experience. We have put together an article to help you go into the process with your eyes wide open. Click here to learn when having to deal with a nursing home is the right thing to do. Click here to learn when having to deal with a nursing home is the right thing to do. 

The ATO are like a Dog with a Bone

Are you their Target

 

Read More

 

The ATO are looking very closely at what you are claiming.
We are suggesting as a priority you speak to one of our experienced accountants. With tax avoidance costing Australians 3 billion dollars annually, we thought it would be a great time to re-enforce just what you can claim, what you can’t claim and how to make a claim.

Spotlight on
Probus East Doncaster

We have been given the privilege of speaking at the Doncaster East Probus Club’s meeting on the 5th September 2014. As a client of Roy A McDonald/ Lindale Insurances, and on behalf of the Club we would like to extend to you an invitation to attend the meeting and get important and relevant information about aged care.

If you haven’t heard of Probus before we suggest you visit the Club’s web site and then call the Club Secretary on 03 9842 6898 and see if Probus might be a fit for you. The club aims to provide active retirees with fellowship, friendship, social outings and a wide range of other activities.

We met up with John Bruce, the Club’s Vice President and were amazed by his energy and inspired by his passion to have fun. If you are retired, semi-retired or thinking of retiring, and want to have fun, meet like-minded people and do lots of exciting activities, there is no better place than Probus Doncaster East.

 

Strategic Advice and Peace of Mind Since 1965

If you need to do some “spring cleaning” on your tax or get yourself back on track with your finances, it might be time you made an appointment. You can contact us below.Contact Us

Roy A McDonald together with Lindale Insurances provide easy to understand and unbiased financial advice and accounting services including:  Superannuation and Retirement Planning, Investments, Estate Planning, Social Security advice (to maximise your entitlement) Protecting you and your loved ones, tax accounting, tax and business planning.

Getting started is easy – simply contact us today on 03 9848 5933.

Have a safe month and see you in September