Year End 2021 - Businesses
Coming into the new financial year, these are some of the important updates and ATO focus areas that all business owners should be aware of.
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We believe that financial freedom leads to:
a better life for families
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a better world
We promise that our Business, Taxation and Financial advice will see you:
save time
We give you freedom to spend more time on what is important to you.
With all your advisers in one place, you only have to tell us your story once and we will then co-ordinate everything you need. We further save you time by ensuring the very latest in technology is implemented in your business and ours.
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We give you freedom to enjoy the lifestyle you deserve.
Advice from our experts will see your business and investments grow in value, while the tax and costs you pay are minimised. Our fixed pricing structure and payment options gives you certainty as all our services are priced and agreed with you in advance.
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We give you the freedom to define what is important to you.
Our unique Discovery Process ensures your life and financial goals are discussed, planned and documented and then continually reviewed. This ensures your plan stays on track but also gives you the freedom to re-define your goals.
Protect what's important
We give you freedom from financial stress, no matter what the situation.
By understanding your personal circumstances we will ensure you have the cover you need to protect what is most important to you through any form of misfortune.
Leave your legacy
We will make sure your financial freedom is passed on to those most important to you.
We help you define the legacy you want to leave and then ensure it makes it to the right people at the right time and in the right way.
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Year End 2021 - Individuals
Coming into the new financial year, there are some important updates and ATO focus areas that individual taxpayers should be aware of.
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Tax Time 2020
2019-20 has been an unusual year. This year, more than ever, we want to ensure that we help you achieve the best result possible, as well as
reducing your tax exposure and minimising the risk of an audit by the regulators.
Here’s some of the big changes to bear in mind in collating your 2020 year tax information: