The 2017 budget was released last week, we strongly urge you to look at our budget review which highlights how business and individuals may be affected by the budget changes.

It’s that time of year again for Tax Planning, as we’ve highlighted in a number of previous correspondence, there have been several important legislative changes and there is a limited opportunity to take advantage before 30 June. Please talk to us about how these changes may affect you.  If you haven’t previously had your tax planning done with Chris, Dale or Leon, please contact us to arrange a meeting, for those who regularly do this, your partner will be contacted over the next few weeks.

Last month, Gint Silins from Cullens Patent and Trademark Attorneys, spoke to our staff about Patents Trademarks and Intellectual Property, download the free IP guide here provided by Cullens.

Don’t forget to get your FBT return information to us to be lodged on time.

Leon Stephan
Managing Partner

Estate Planning Seminar

Don’t miss out on free advice on Estate Planning next Thursday evening

Don’t miss our upcoming Estate Planning FREE Seminar, held next Thursday evening at the United Services Club.  Free Parking and drinks and nibbles.

Monthly team member profile
Claire Achilles (Office Manager & Marketing Coordinator)

Advivo’s ASIC expert 

Claire is not only responsible for calling people collecting invoice payments, she also looks after the day to day operations of the administration within Advivo, including managing and supervising the administration support team.  Claire is also a key driver of change at Advivo and is always looking for ways to improve efficiencies around the office. She is our resident ASIC expert with over 10 years’ experience dealing with corporate registry obligations and staying up to date with changes to these obligations.

Claire does an excellent job at managing our internal and external marketing, including our newsletters, website, social media and seminars.

Blogs & Updates

Easy Estate Planning: 

At Advivo we are always looking for ways to do things better, we have recently introduced a new tool for our Estate Planning area, Yodal.  Read about Dale’s experience test driving this tool and just how easy your estate planning can be. click here

Don’t miss R & D incentive opportunities.
Are you aware of R & D tax incentives that can help drive innovation and value for your business? Read our latest blog for more information. click here

CGT Small Business Retirement Exemption (in all its complexity!)  We often get asked “do I do this pre 30 June or post 30 June” and the answer can be quite complex, if you are considering, you need to talk to us first. 

Small businesses can access a range of tax concessions, including payment and reporting options. These concessions can apply to small business sole traders, partnerships, companies or trusts. The four capital gains tax (CGT) concessions can be invaluable, allowing you to reduce or even remove CGT costs for some business transactions that result in capital gains. The CGT retirement exemption is probably the most significant of these concessions, for a range of reasons. Read Full Article

Key Events & Dates

  • 15 – 19 May 2017 – Small Business Week.  As a part of Small Business Week, Chris Morris spoke at a free seminar held by Cullens Patent and Trade Mark Attorneys on getting your business structure right.  For more information on business structures, talk to Chris today.
  • 21 May 2017 – Lodge and pay April 2017 Monthly Activity Statement
  • 25 May 2017 – FREE Estate Planning Seminar
  • 26 May 2017 – Lodge and pay January – March Quarter 3 Activity Statement (if lodged through a tax agent)
Disclaimer of Liability
Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided “as is,” with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.