Newsletter

April 2024 NEWSLETTER

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.

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March 2024 NEWSLETTER

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.

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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

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

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