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...
Blog
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. ...
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...
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
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 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...
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...