NEWS UPDATE

Planning for business activity statements (BAS) and the importance of professional advice

Business Exclusive Finance Leadership Tax

23 January
Tax changes ruled out as treasurer launches food fight

economy Finance Tax

22 January
Find out about obtaining shares and what tax deductions you can claim

Finance Investing Tax

15 January
4 great reasons to hire a bookkeeper

Exclusive Finance Tax

9 January
Tax planning strategies for small businesses

Business Exclusive Finance Tax

2 January
Position your business for a strong start in 2025

Business Exclusive Finance Insurance Tax

26 December
Super concessions take biggest bite from the budget

Finance Retirement Tax

18 December
GP payroll tax, first homebuyer stamp duty scrapped

Finance Tax

18 December
Tax on large withdrawals floated to future-proof super

Finance Superannuation Tax

11 December
Red tape cut for business but taxes stuck fast

Business Finance Tax

11 December
Your accountant can be used as a mentor for a new business

Business Exclusive Finance Tax

5 December
‘Surprise’ budget windfalls drying up, economists warn

economy Finance Tax

27 November
‘All about jobs’: minister spruiks net zero tax breaks

Finance Tax

27 November
HECS debts lump students with future mortgage misery

Finance Tax

20 November
Use this step-by-step checklist to manage tax for a deceased estate.

Finance Tax

13 November

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Disclosure Statement:

Any advice in this communication is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information. The information in this document reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue. In some cases the information has been provided to us by third parties. While it is believed the information is accurate and reliable, this is not guaranteed in any way. Opinions constitute our judgement at the time of issue and are subject to change. Neither, the Licensee or any of the National Australia group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors
or omissions in this document.

General Advice Warning:

The Caveo Partners business name is owned by Caveo Partners Pty Ltd ABN 62 124 080 682 and used by Caveo Partners Wealth Pty Ltd ABN 23 602 097 110, Caveo Partners Finance Pty Ltd ABN 84 605 663 063, Caveo Biz Assist Pty Ltd ABN 67 626 164 092 and Caveo Partners Accounting Pty Ltd ABN 28 600 028 813 which has its liability limited by a scheme approved under professional standards legislation. Each company trades under this business name. Caveo Partners Wealth Pty Ltd is responsible for providing financial planning advice. Caveo Partners Accounting Pty Ltd is responsible for providing Accounting, Tax and Business Advice. Caveo Partners Finance Pty Ltd is responsible for providing finance and debt advice. Caveo Biz Assist Pty Ltd is responsible for providing digital management accounting services.

Caveo Partners Wealth Pty Ltd ABN 23 602 097 110 is an Authorised Representative of GWM Adviser Services Limited ABN 96 002 071 749, Australian Financial Services Licensee, 105 – 153 Miller Street North Sydney NSW 2060. GWM Adviser Services Limited is not responsible for any accounting, tax or business advice provided by Caveo Partners Accounting Pty Ltd. Caveo Partners Finance Pty Ltd ABN 84 605 663 063 is a Corporate Credit Representative (479348) of BLSSA Pty Ltd, ACN 117 651 760 (Australian Credit Licence 391237).