The November 2026 newsletter topics include the importance of declaring Capital Gains on the sale of a property in the correct income year, Division 7A loans to companies, Superannuation Death Benefits and other matters. Please click on the link below for further...
The Lusi & Company newsletter covers topics such as Artificial Intelligence in the work force, further information on the new CGT laws, accessing your super under compassionate grounds and other items. Please click on the links below for further information and...
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...
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...