LOWE FINANCIAL GROUP have been an important Risk Insurance Specialist service provider to our Lusi and Company clients for the past 18 years.
Attached you will find some information of their services.
The July 2024 newsletter topics include Division 293 additional tax and who might be liable, factors to consider when developing or selling a property and more.
Please refer to the attachment for further information and should you have any queries, please contact our office.
The June 2024 newsletter topics include making your super last in retirement, what's not considered income by the ATO, avoiding scammers and more.
Please refer to the attachment for further information and should you have any queries, please contact our office.
Please find attached a brief outline of the outcome from the 2024-2025 Federal Budget.
Should you have any queries, please do not hesitate to contact our office.
The May 2024 newsletter topics include selling your home and potential capital gains tax liability, maximising your superannuation contribution caps, succession planning for family businesses and more.
Please refer to the attachment for further information and should you have any queries, please contact our office.
The April 2024 newsletter topics include six super strategies to consider, tax residency issues, tax consequences when selling your home to a developer and more.
Please refer to the attachment for further information and should you have any queries, please contact our office.
The March 2024 newsletter topics include Stage 3 tax cuts, CGT small business rollover, super contribution caps to increase and more.
Please refer to the attachment for further information and should you have any queries, please contact our office.
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.