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May Newsletter

Looking after your finances takes care and consideration. What suits you, may be different for someone else. Then, of course, there are the important things that everyone needs to know.

Some of that important information is right here in our newsletter.

If you would like more information about anything that affects your secure financial future, we’re here to help

Could this affect your pension?

Retire image

The Social Services and Other Legislation Amendment Bill 2013 contains several social security and DVA amendments and passed both houses on March 25. But what does that actually mean for you and your pension? Our advisers understand all the changes and can explain it in the language that is clear for you

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Large Medical Expenses? Read on…

Medical Expenses IMageIf your like some of our clients and have had bigger medical expenses this year, the government is phasing out what you can claim.

If you want to know exactly how the phasing out of net medical expenses may affect you, speak to one of our trusted advisers today. For all the basics, we’ve created an easy-to-read guide

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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!

Linda Turner- Practice Manager

Linda Image“Passionate” and “driven” are two words to best explain Linda. When asked to describe the biggest asset to the business, Linda doesn’t talk about the “bricks and mortar” – she talks about the loyal clients and team at Roy A McDonald/ Lindale that have made this business possible for over 40 years.

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Margaret Mitchell- Director of First Impressions

Photo0548If you’ve ever called our office, you have probably spoken to Margaret Mitchell. Margaret has been our friendly receptionist and voice at Roy A McDonald for the past 11 years and came to us with extensive experience in the accounting industry..

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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 discover how you can become more fit and healthy.

buttom_ContoursLogo

We have just had the privileged of presenting to some of the members at Contours Gym Doncaster East.

John Christofilos is the club manager and owner and has grown his membership over the past 7 plus years. His philosophy is to give and add value to his members and he has a very loyal member base.

For the month of May, we have been able to secure a great offer from John at Contours for any new members of the gym. Please click below to access the offer.

Contours Special Offer

 

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 contact us today or call 03 9848 5933

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