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.
July 2023 NEWSLETTER
Happy Financial New Year !
The July newsletter topics include the reminder that the Super Guarantee contributions rate increases from 1st July 2023, business restructures and facts to consider, changes to work-related car expenses and more.
Please refer to the attachment for further information and should you have any queries, please contact our office.
June 2023 NEWSLETTER
The June newsletter topics include tax time focus areas, Seniors Health Card, maximising cashflow and more.
Please refer to the attachment for further information and should you have any queries, please contact our office.
Federal Budget 2023-2024
Please find attached a brief outline of the outcome from the 2023-2024 Federal Budget.
Should you have any queries, please do not hesitate to contact our office.
May 2023 NEWSLETTER
The May newsletter topics include Immediate write offs ending, upcoming Federal Budget, financing Motor Vehicles and more.
Please refer to the attachment for further information and should you have any queries, please contact our office.
LUSI & COMPANY - OFFICE CLOSURE
Lusi & Company will be closed Monday 24th April and Tuesday 25th April 2023. The office will re-open on Wednesday 26th April 2023 at 8.30am.
Changes to claiming Working from home deductions for year ending 30th June 2023
The ATO has announced changes to claiming working from home deductions. The revised fixed rate method applies from 1st July 2022 and can be used for your 2022-23 income tax returns.
Please refer to the attachment for further information and should you have any queries, please contact our office.
