Newsletter - Lusi & Co - Corporate Accountants and Business Advisers - Doncaster East, Melbourne, Victoria, Australia
February 2024 NEWSLETTER

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 should you have any queries, please contact our office.

 

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Christmas Wishes and Office Closure

Christmas Wishes and Office Closure

 Our office will be closed from Friday 22nd December 2023 and we will re-open on Monday 15th January 2024.                                                                                                       

 We wish you and your family a safe and happy Christmas and a healthy new Year.

Festive wishes from Lotus Wealth Management

Wishing you all a happy festive season.

https://youtube.com/shorts/t4BkQ60Nbb4

LUSI & COMPANY

CORPORATE ACCOUNTANTS

December 2023 NEWSLETTER

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 our office.

 

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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

November 2023 NEWSLETTER

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 office.

 

 Download PDF

OFFICE CLOSURE - Melbourne Cup

 

MELBOURNE CUP 2023 OFFICE CLOSURE

 OUR OFFICE WILL BE CLOSED ON MONDAY 6th NOVEMBER 2023 AND TUESDAY 7th NOVEMBER 2023.

 

 

October 2023 NEWSLETTER

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 have any queries, please contact our office.

 

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