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.
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.
LUSI & COMPANY
CORPORATE ACCOUNTANTS
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.
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
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.
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 our office.
August 2023 NEWSLETTER
The August newsletter topics include Trusts and their benefits, gifting to employees, Research and Development tax offset, superannuation withdrawal options and more.
Please refer to the attachment for further information and should you have any queries, please contact our office.
INTRODUCING - Lotus Wealth Management
Financial Planning & Accounting services are two professions that both help our clients achieve their long-term financial & lifestyle goals. Over the past 12 months we have been working with Con Stamatelos of Lotus Wealth Management and introducing him to our clients as opportunities & needs present themselves.
We are delighted with his professionalism, customer care, outcomes and advice he's been able to provide our clients. As a result, it's with great delight that we announce that we now have a formal relationship with Lotus Wealth Management.
Going forward we'll be providing you stories about great outcomes and initiatives he's been able to achieve and provide for our clients. In the meantime please find attached a flyer about Lotus Wealth Management and Con's details if you have the need for financial advice.
Call our office on 9842 1166 to arrange a meeting or to speak with Con.
