Insights

Lanteri Partners Group develops and implements tailored financial plans that create, build and protect your wealth.

We have achieved excellent outcomes for our clients for more than 30 years because we are lateral thinking, dedicated and experienced people. Our advice is driven by solutions not products and guided by the latest and most up to date information .

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November 2021 Newsletter

November 2021 Newsletter

In this issue: They say the two inevitable things in life are ‘death and taxes’, and in this newsletter we cover off both – as well as several updates on superannuation. In the world of tax, we examine how the CGT retirement exemption works where a gain has been made by company or trust

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September 2021 Newsletter

September 2021 Newsletter

In this issue: How to treat work-related travel and living away from home costs; SMSFs and property development – emerging risks; Claiming GST credits for employee reimbursements; Buying a new house before selling the old one; Trust distributions to non-residents; and ‘Stapling super’ – reducing multiple accounts for employees. Please contact us for clarification, or…

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August 2021 Newsletter

August 2021 Newsletter

In this issue: With reforms to superannuation – including for SMSFs – on the horizon, our leading article covers what’s coming, including more accountability for funds and flexibility for super holders. We’ve got two articles to help you understand how trusts work: ‘Trust distributions’ goes through the different roles involved in a trust, while ‘Trust…

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Client Information Newsletter - 2021-22 issue
Taxation Taxation

Client Information Newsletter - 2021-22 issue

This guide includes tax rates, including individual minor and non-resident rates, corporate rates, offset limits and benchmarks, rebate levels, allowances, and essential super as well as FBT rates and thresholds (including current grossup factors) and student loan repayment rates. There is also essential Medicare information and foreign currency exchange information.

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May 2021 Newsletter

May 2021 Newsletter

It’s getting very close to the business end of the financial year, so we have gathered some tax planning tips that could set you up for a better tax outcome. And as that outcome can be ruined by having to deal with an excess super contribution charge, we look at how best to avoid it.

The ATO has tightened the evidence requirements for real property valuations for SMSFs, so we look at how to keep your fund compliant, and also bring some good news with the recently launched SME Recovery Loan Scheme, plus an expansion of the ATO’s independent review service.

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April Newsletter 2021

April Newsletter 2021

It is possible to receive amounts that are not expected by the ATO to be included as income in your tax return. However some of these amounts may be used in other calculations, and may therefore need to be included elsewhere in your tax return.

The Australian Government has made changes to the ATO’s insolvency framework to help more small businesses restructure and survive the economic impact of COVID-19.

Most people think of retirement as a time to put your feet up and relax, but it can also be a time when pre-retirees and retirees alike actually need to flex the grey matter.

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March Newsletter 2021

March Newsletter 2021

Government agencies sometimes use ABN registration to contact businesses for emergency help or even grants of support, so it’s important to keep your business’s ABN details current. And the perennial problem of dealing with cash flow gets some advisory help from the ATO. A new Director Identification Number regime is something companies may need to…

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