We have put together a budget newsletter! It includes what we believe are key points for our clients.

Articles in this newsletter:

  • End of financial year business review and tax plan
  • Deal struck on enterprise tax bill
  • Australian Taxation Office scams
  • June 2017 quarter GIC rate
  • Cash rate hold
  • SMSF and Farming Families

Financial opportunities for you

Are you unsure if you need to reduce your super contributions from 1 July 2017?

Are you self-employed as well as work for an employer and want to maximise your super contributions?

Do you have a spouse who earns income of less than $37,000?

Do you want to understand how your money is invested?

If your income is your biggest asset, do you want to know how to protect you and your family’s wealth if you become sick or injured?

If you answered yes to any of those questions, then this seminar is for you!

This session is suitable for anyone interested in taking control of their financial future by planning ahead and for investors who are unsure of their investments.

Peter Mancell and Belinda Tink will be covering a variety of topics and will have an open forum to ask any questions.

Foundation Wealth Planners will be holding this free information session at 6pm, Thursday 9 March 2017 at the Quest Apartments, 22 Bultje Street, Dubbo.

To RSVP, contact their office on (02) 6813 0977 or email info@foundationwplan.com.au

Limited seats available!

Martel Wheatley will be holding a free information session on Self-Managed Super Funds (SMSF) and farming families.

This will take place from 10am to 12pm on Friday 3 March.

To RSVP, contact our office on (02) 6813 0799 or email admin@mwata.com.au

Topics covered in this newsletter:

  • Self-Managed Super Funds (SMSF) and Farming Families
  • 'Backpacker' tax changes
  • Tax treatment of holiday homes
  • Australian Business Number (ABN) review
  • What is the ATO looking for at the moment?

If you would like to get in touch, please call, email or complete the form below and we can arrange a meeting.

Call us: 02 6813 0799

Email us at admin@mwata.com.au  

Visit us at Level 1 Endeavour Court 139 Macquarie St Dubbo NSW 2830

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