February 2014 Newsletter

With another new calendar year well and truly upon us (which means the end of the financial year is a mere five months away), we're raring to go at GJB! 

Mid-month we'll fondly farewell Rebecca Mihalic who will be moving on from GJB after 11 years. We wish Rebecca all the very best in her future endeavours.

Your SELF
If you have private health insurance, the amount of rebate you are entitled to depends on a multiple of considerations - your annual income, your age and how many dependent children you may or may not have. A range of questions can arise, which we clarify.

The new National Disability Insurance Scheme can have both income tax and GST implications, depending if you provide support to participants of the scheme or receive support yourself. We run through the relevant tax treatments.

Learn more about this...


Your BUSINESS 
The Tax Office says businesses reporting outside their benchmarks could attract its attention for a review or audit. There may be good reasons for any disparity, but taxpayers who find they are outside the benchmarks for their industry may be best prepared by checking records and making sure that all your paperwork is in order.

                                                  Learn more about this...

If you're starting 2014 with the best of intentions, make the most of your cash flow budgeting by clicking here to avail yourself of GJB's useful business tools.

Learn more about this...


Your SUPER 
Your golden years can be given an extra glow by qualifying for the Senior Australians and Pensioners Tax Offset (SAPTO). We explain what this is and how you can claim it. And if you are a member of an SMSF, and are wise enough to use our services to help run it, we provide some timely tips in the run up to the annual return deadline.

Many may just be getting back into a regular routine, but one thing to note is if you are a SMSF trustee, the 2012-13 SMSF annual return deadline is fast approaching. If GJB is your appointed agent, the good news is that you have until May to get it done, if we haven't already done so. We'll be in touch beforehand to get you organised.

Learn more about this...


Contact Us
Should you require more information regarding any topic touched upon in this newsletter, please feel free to contact GJB on 02 9686 3130 for personal or business advice.

Drop in for a coffee and a chat?

Kind regards,             


www.gjbarnett.com.au

Disclaimer: All information provided in this newsletter is of a general nature only and is not personal financial or investment advice. Also, changes in legislation may occur frequently. We recommend that our formal advice be obtained before acting on the basis of this information. 

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In this Issue:

Your SELF
Your BUSINESS 
Your SUPER
Contact Us
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