ATO

Do I need an accountant to do my tax return?

Do I need an accountant to do my tax return? Depending on whether your finances are straightforward or more complex, you may choose to do your tax return yourself or engage a professional. If you have multiple sources of income, various investments, possibly your own business or have lots of deductible work-related expenses, using an accountant (who’ll need to be a registered tax agent1) to prepare and lodge your tax return may be useful. However, …

FinancialPartners 03/07/2018 20/08/2018 Blog / FP - Taxation Accountant / ATO / ATO APP / Australian / Australian Taxation Office / Do I need an accountant to do my tax return? / Lodging / Lodging your tax return yourself / myGov / myGov website / myTax / Tax Practitioners Board / Tax Practitioners Board (TPB) / tax return / tax return yourself / Taxation Office / TPB / website

Watch out for tax scams

Watch out for tax scams The end of the financial year will likely bring the usual wave of scams. Here’s what to watch for. The Federal Budget is behind us, and amid the celebrations over tax cuts (around $500 annually for low to middle income earners), now is the time to be mindful of scammers pretending to be from government bodies – especially the Tax Office. In some cases, scam victims have lost close to …

FinancialPartners 21/06/2018 20/08/2018 Blog / E - Paul Clitheroe / FP - Credit & Finance / FP - Taxation ATO / Beware scams posing as ASIC / Dodgy emails / Protect yourself / scams / Tax / tax scams / Watch out / Watch out for tax scams

Watch out for tax scams

Watch out for tax scams The end of the financial year will likely bring the usual wave of scams. Here’s what to look for. The Federal Budget is behind us, and amid the celebrations over tax cuts (around $500 annually for low to middle income earners if proposals are legislated), now is the time to be mindful of scammers pretending to be from government bodies – especially the Australian Taxation Office (ATO). In some cases, scam victims …

FinancialPartners 28/05/2018 20/08/2018 Blog / E - Paul Clitheroe / FP - Managing Money / FP - Taxation ASIC / ATO / Beware scams posing as ASIC / Dodgy emails / Protect yourself / Protect yourself – and your money / Scam victims / Scam victims can pay dearly / scams / Tax / tax scams / Watch out / Watch out for tax scams

Do you make up the age group with the most lost super?

Do you make up the age group with the most lost super? With almost $18 billion of super money unclaimed in Australia, it’s worth knowing if any of it’s yours and how to go about getting it. If you noticed cash was missing from your wallet, it’s more than likely you’d look for it. But, what if the money you lost track of was your superannuation? Would you notice it was gone? Would you know …

FinancialPartners 24/03/2018 20/08/2018 Blog / FP - Super - Accumulation age group / ATO / consolidate / contributions / Do you make up the age group with the most lost super? / Fundraising / lost / lost super / super / super accounts / super fund / superannuation / transferred to the ato

Superannuation explained simply with ATO video’s

Neither FinancialPartners (Tas) Pty Ltd nor AMP Financial Planning Pty Ltd is endorsing these videos, they are provided for easy access to the latest Financial Information. See Disclaimer below for full details Please note there should be some caution in rolling over funds. There needs to be consideration of fees, Insurance and other features of the plans. We would suggest that you seek advice is this area.