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March 2014 Newsletter

When it comes to ensuring your finances are in the best possible shape, it’s all about strategic, regular maintenance that identifies your unique needs – making sure you are maximising your savings…and minimising your tax.

Although nothing beats personalised advice from a trusted accountant and financial planner, our newsletter provides some helpful information to create some positive results.

Tick- Tock Tax Time

If your 2013 tax return is still outstanding, it’s time to stop dragging your feet.

The deadline is approaching quickly. Why wait until it’s too late?

By getting in before the last-minute rush, you’ll avoid potential for fees and penalties.

If you’re expecting a refund, your money can be in your pocket – where it should be – very soon!

Click here or below to make an appointment with one or our trusted team now or  Contact Us

Stop Press- “Family Tax Benefit – Important action required ASAP

You now have only one year instead of two years to lodge a tax return, or tell Centrelink if you and/or your partner are not required to lodge a tax return, in order to receive your Family Tax Benefit entitlements. Please contact us to confirm any impact on you.

Connection= Social Media

Are you on social media? So are we. If you’d like to keep up-to-date with the latest news from the financial world.

Facebook logo    ‘like’ our Facebook page,

Twitter    follow us on Twitter

Linked In    connect with some of our experienced team on LinkedIn

Appreciation Marketing – your ‘thank you’ matters

If you’ve had a great experience with one of our dedicated team members, we’d love to hear about it. The greatest compliment is a positive review, a happy testimonial or a referral to a friend, family member or business colleague.

If there’s anything we can do to help your business profile grow, please let us know by contacting us. That’s what social media is all about – connecting community to achieve positive results.

Gold Class Movie Tickets for YOU

In Appreciation for being a valued client we have a reward on offer to anyone who refers a new client to Roy A. McDonald or Lindale Insurances Pty Ltd.

You’ll receive 2 Gold Class movie tickets, along with our heartfelt ‘thanks’. To be in the running, you must refer a new client to us before April 30 2014.

 TTRs: How ‘transition-to-retirement’ pensions may benefit you

You might not be too familiar with the term but it is something that is being talked about more widely by people seeking a smoother shift from working life to retirement. One way to describe the benefits of transition-to-retirement pensions (TTRs) is as the super saver’s version of ‘having your cake and eating it to0’.

Pheonix Activities Under investigation

Phoenix activity is where a company deliberately goes into liquidation to avoid paying tax, creditors or employees and then resurrects through a different entity.

Definitely illegal but, unfortunately a path some business owners take.

 Spotlight on…

There’s an amazing team of professionals working away with us. Each month, we’ll throw the spotlight on the team. You never know how they can help you!

Jason Allen – Client and Business Development

Jason is a recent addition to the Roy A. McDonald/ Lindale team and was brought into the practice to ensure clients are treated like gold.

Some of Our Business partners

Each month, our “Network Central” column will feature one of our long-term alliances from a variety of industries. We’ll include a brief overview of their products/service and the benefits they can provide to you.

This month, it’s all about you. Discover how you can become more profitable

More Profit Less Time LogoMore Profit, Less time is a globally recognised and awarded business growth specialist that comes equipped with a plethora of exclusive products and services that deliver tangible, measurable and profitable results.

As a bonus gift to you our valued clients we have arranged a FREE copy of their Back To Business Basics module from their small business owner training program valued at $99

Simply go to:

  1. register on the site (its free),
  2. get the code to make your purchase free.
  3.  Click on the Back To Business Basics Module buy it check out

If you know someone who you think could benefit from a friendly “prod” to get their financial affairs in order or needs someone to talk to about their life insurance – please feel free to pass this newsletter onto them. We’re happy to talk it over with them.

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), Risk Management, Tax Accounting , Tax and business planning .

Getting started is easy – simply call us today on 03 9848 5933 or

Contact Us

From all of us at Roy A. McDonald and Lindale Insurance, we wish you a happy, healthy and productive year ahead.

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