This month’s newsletter covers the recent government changes in relation to family trusts, Capital Gains, borrowing in your SMSF and other topics. Should you have any queries, please contact our office on (03) 9842 1166 or email us at office@lusi.com.au Download PDF
The August 2025 newsletter topics include a guide to Government concession cards, CGT consequences of divorce and relationship breakdowns, tax deductibility of clothing and more. Please refer to the attachment for further information and should you have...
The June 2025 newsletter topics include tips for preparing your income tax return, implications with the proposed additional tax (Division 296), a helpful Tax & Super checklist and more. Please refer to the attachment for further information and should...
The May 2025 newsletter topics include keeping CGT records, making Concessional Super contributions or Mortgage payment, importance of Wills and more. Please refer to the attachment for further information and should you have any queries, please contact...
The April 2025 newsletter topics include recent ruling affecting some family trusts, selling property as a foreign resident, tips to start a Transition to Retirement Pension and more. Please refer to the attachment for further information and should you...
Please find attached a brief outline of the outcome from the 2025-2026 Federal Budget. Should you have any queries, please do not hesitate to contact our office. Download PDF
The March 2025 newsletter topics include comparing salary sacrifice or deductible contributions, Bitcoin gains, Fringe Benefit Checklist and more. Please refer to the attachment for further information and should you have any queries, please contact our...
The February 2025 newsletter topics include changes which may impact your super in 2025, rental data matching by the ATO, tax deductibility of financial advice fees and more. Please refer to the attachment for further information and should you have any...
Our office will be closed from Friday 20th December 2024 and we will re-open on Monday 13th January 2025. ...