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March 2017 Newsletter

If I had a dollar for every time the ATO data matched Australian tax payers details, I would have $600 Million Dollars!

Read our article on who the ATO are targeting. Are you paying all of your tax and super obligations?

It has been a time of new clients making mistakes. This mistake cost our new client most of their pension! Read the article to make sure it doesn’t happen to you or a loved one.

Finally one of our strategic alliances explains what finance companies look for when giving finance to divorced individuals.

Regards,
Roy A. McDonald and the team.

Are you contributing fairly to the running of the country? The ATO may already be looking at your activities, if you are avoiding paying tax and superannuation you owe, please contact us or read the article for more information.

Learn How

This week we had a meeting with a client that had some family members with aged care needs. The mistake they made we could not have predicted.

Learn How

One of the problems separated Individuals have is restructuring their Finance and more importantly applying on their own. It is important that they consider how Finance institutions will view them as potential clients.

Learn What This Means

The benefits of tax planning depends on business size and type. This is usually done every quarter or yearly (in May or June). If you would like to review how your business is performing contact us on 03 9848 5933.

We have noticed the ATO have asked some of our clients to have their tax returns completed by the 31st of March 2017. This is not normal as our clients would have normally had later to complete their returns. If you owe money or late with your tax returns, the chances are your due date is 31/03/2017 or overdue!

Readers are encouraged to consult their adviser for advice on specific matters. This information (including taxation) is general in nature and does not consider your individual circumstances or needs. Do not act until you seek professional advice and consider a Product Disclosure Statement.Lindale Insurances Pty ltd ATF Lindale Insurances Trust ABN 27 027 421 832 is a corporate Authorised Representative of Millennium3 Financial Services Pty Ltd AFSL 244252