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Newsletter June 2015

Thank you for taking the time to read our newsletter. In this newsletter we provide:

Roy A. McDonald and the team!

Women Are Going Broke 

There has been an ongoing concern regarding women and their retirement. Women live longer than men and there is a risk that their superannuation will not last for their retirement.


Business Owners-
Tax Planning for 2015

Back in 2013 and 2014 we produced some tips on tax planning and this helped a number of our business clients have a very profitable 2014/2015 year.  With the new budget changes, make 2015 count.


Last Minute Tax Tips
 For Non-Business Owners

We have less than two weeks to get our books in order for the 2015 year. Are you prepared so as to be as tax efficient as you could be?

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Strategic Advice & Peace of Mind

Since 1965

We hope the information shared helps with future tax returns. If this information is applicable to your friends and family, please don’t hesitate to refer them through to us. You can contact us using the link 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, InvestmentsEstate PlanningSocial Security Advice (to maximise your entitlement), Protecting You and Your Loved OnesTax Accounting and Business Planning.
Getting started is easy – simply contact us today on 03 9848 5933.

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