Newsletters

February 2024 NEWSLETTER

The February 2024 newsletter topics include financial institution compensation, tax issues with volunteers, collectables and potential CGT issues, returning to work after retirement and more.   Please refer to the attachment for further information and...

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December 2023 NEWSLETTER

The December newsletter topics include superannuation review list, the ATO and lost or destroyed tax records, can you hold 2 main residences and more.   Please refer to the attachment for further information and should you have any queries, please contact...

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Introduction to Lotus Wealth Management

As previously communicated, we have partnered with Lotus Wealth Management. In the video below Con introduces himself and discusses his financial planning services. https://youtu.be/QQXHIqEcNSA     LUSI & COMPANY CORPORATE ACCOUNTANTS

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November 2023 NEWSLETTER

The November newsletter topics include superannuation death benefits and nominating beneficiaries, identifying residents for tax purposes and more.   Please refer to the attachment for further information and should you have any queries, please contact our...

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October 2023 NEWSLETTER

The October newsletter topics include reducing income tax using superannuation contributions, small business skills and training boost, CGT small business roll-over concession and more.   Please refer to the attachment for further information and should you...

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September 2023 NEWSLETTER

The September newsletter topics include registering a trademark, deductible self-education expenses, appointing an SMSF auditor, discounted CGT and more.   Please refer to the attachment for further information and should you have any queries, please contact...

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