Our March edition features pieces on: Salary sacrifice vs personal deductible contributions: and the winner is… Beware of Bitcoin gains! Do you own an asset that is used in your spouse’s business? FBT checklist for 2024-25 Click here to download our March Newsletter Contact us on 03 9597 9966 if you have any questions relating to matters raised in any of our Client Newsletters.
Our February Newsletter is packed with insights to help you navigate the year ahead, keeping you informed about key tax, financial and superannuation changes that may affect you. Articles include: Seven changes impacting your super in 2025 Rental data matching by the ATO Coalition election announcements Super and hardship: a safety net in financial difficulty ATO confirms tax deductibility of financial advice fees Click here to download our February Newsletter Contact us on 03 9597 9966 if you have any questions relating to matters raised in any of our Client Newsletters.
Our December Newsletter is packed with helpful articles for the festive season and beyond. As year-end celebrations approach, our first article explains the tax rules around Christmas expenses for business owners. We cover FBT, GST credits, and what’s tax deductible, so you can avoid any surprises. We explore claiming self-education expenses. While these costs are usually tax deductible if they relate to your work, there are some exceptions to be aware of. We also share “12 super tips for a merry and bright retirement.” These simple steps can help you get the most out of your super and build a more secure future. For [...] READ MORE
Our November edition features pieces on: How taxable is that side hustle? The black hole of CGT and trusts What we know so far about payday super What tax receipts do I need to keep? Super on parental leave pay is now law Enjoy reading our Newsletter here: GARTLY-November-2024 Contact us on 03 9597 9966 if you have any questions relating to matters raised in any of our Client Newsletters.
Our October Newsletter features pieces on: Making contributions later in life What is the right business structure? Selling a property with mixed rental and residential use Comparing SMSFs with other super funds The dangers of failing to declare income or lodge returns Our Newsletter can be found here: GARTLY-October-2024 Contact us on 03 9597 9966 if you have any questions relating to matters raised in any of our Client Newsletters.
Our September Newsletter features pieces on: Who is a spouse under the tax laws, and why does it matter? Riding the market waves Take care if you sell your home after leaving Australia Separation and divorce: CGT consequences…and relief Setting up an SMSF: Who can join the fund? “Debt recycling”…flavour of the month Please read our Newsletter here: GARTLY-September-2024 Contact us on 03 9597 9966 if you have any questions relating to matters raised in any of our Client Newsletters.
This month features pieces on: The importance of “tax residency” Changes to preservation age CGT and foreign residents: complex rules apply! Selling a small business operated through a company – sell the shares or sell the assets? Spouse contributions splitting Breaking up (by text) is hard to do Small business energy incentive Our Newsletter can be found here: GARTLY-August-2024 Contact us on 03 9597 9966 if you have any questions relating to matters raised in any of our Client Newsletters.
Click here to download our Tax Planning Newsletter We hope this edition provides you with valuable insights and practical advice for tax saving strategies as the 2024 financial year comes to a close. Contact us on 03 9597 9966 if you have any questions relating to matters raised in any of our Client Newsletters.
Click here to download our December Newsletter Superannuation remains a cornerstone of financial planning for most Australians. In this issue, we provide you with a practical to-do list to make sure that your super is working optimally for you. This to-do list includes consolidating your super, reviewing your investment strategy, checking your beneficiary nominations and insurance within your superannuation. Undertaking these tasks can significantly impact your long-term financial health and security and will be crucial for ensuring your retirement savings are working effectively for you.Tax challenges can arise in unexpected ways, such as dealing with lost or destroyed records. We provide guidance on how to navigate [...] READ MORE
In the November edition of the Client Newsletter we delve into the intricacies of nominating a superannuation beneficiary, examining the various types of nominations and the legal requirements they must meet. Additionally, we tackle the complexity of tax residency in Australia. As the recent AAT case reveals, citizenship is not the sole determining factor; other elements, including double tax agreements, are pivotal to consider. This edition also introduces you to the prospective Energy Incentive, offering a bonus tax deduction aimed at enhancing energy efficiency within your business. Qualifying as an interdependent or financial dependant is another topic we explore, shedding [...] READ MORE
Our Client Newsletter this month includes articles about: Property development – recent Federal Court decision Small Business skills and training boost CGT Small Business concession Post-tax personal Super contributions - benefits Click here to download our October Newsletter Contact us on 03 9597 9966 if you have any questions relating to matters raised in any of our Client Newsletters.
Our September Newsletter has some interesting reading, find out about: Trademarks and intellectual propertyCan I claim my caravan for business?SMSFs being targeted by schemesCGT discount – what is it?Self Education deductions Click here to download our September Newsletter Contact us on 03 9597 9966 if you have any questions relating to matters raised in any of our Client Newsletters.
Enjoy the read! This month our newsletter contains tax issues such as: Tax debt & why do I have one?Gifting to employees – is this FBT?R&D – the basicsSuper withdrawals – what are my options?Should I have a Family Trust? Click here to download our August Newsletter Contact us on 03 9597 9966 if you have any questions relating to matters raised in any of our Client Newsletters.
As we start the New Financial Year, this month our newsletter contains topics including: Small Business Lodgement AmnestyIs it time to restructure my Business?SGC increase to 11% for Employers to payWork-related car expenses updated Click here to download our July Newsletter
As we end this Financial Year, this month our newsletter contains topics including: Tax Planning strategies at year end for Small BusinessSMSF Client WebinarWork related deductionsRental property deductionsSeniors Health CardHobbies and taxMaximising cashflow Click here to download Newsletter
Enjoy our Federal Budget summary Newsletter which includes: Superannuation is to be paid with wages - starting from 2026Instant asset write-off, down to $20kGDP adjustment factorSuperfund non-arms length expenditure review new rulesATO compliance program – more strength to collect taxes and keep you on your toesSome free tickets for non-lodgers of returns in getting their taxes up to date with some penalties waivedNew taxes with large superannuation balances Take a look at our Newsletter here Reach out to us if you need clarification on any budget matters.
Enjoy the read! This month our newsletter contains tax issues such as: Temporary Full Expensing ceases in JulyFederal Budget - what to expectLatest developments in Trust distributionSMSF changes from July 2023Which option to finance my new car? Click here to download Newsletter
Welcome to our April 2023 Newsletter. Our newsletter this month contains tax issues such as : Clarity on Trust Distributionsthe new rules on $3m Super balancesElectric cars exempt from FBTHow to Spot a Crypto ScamGST Audits and How to avoid themHow to find lost Super Press here to access our latest newsletter
Geoff Gartly, Chartered Accountant, SMSF specialist, Business Exit Planner and Certified Business Valuebuilder Advisor, has over 35 Years of experience working with large and small businesses in accounting.
563 North Road, Ormond Victoria Australia 3204
(03) 9597 9966
admin@gartlyadvisory.com.au
Monday – Friday
9am – 5pm
© Gartly Advisory Chartered Accountants 2024 | Privacy Policy & Website terms and conditions | Complaints Policy | Financial Services Guide
© Gartly Advisory Chartered Accountants 2024 | Privacy Policy & Website terms and conditions | Complaints Policy | Financial Services Guide
© Gartly Advisory Chartered Accountants 2024
| Privacy Policy & Website terms and conditions
| Complaints Policy | Financial Services Guide
