Jude Walton receives 2018 Georges Mora Fellowship
Alert: Phone scammers claiming to be CPA Australia employees
ATO Warning – Emails, Mobile Phones & Phone SCAMS
We highly recommend you do not answer any of the questions asked, as this call will more than likely be a scam. The ATO will not contact you via this method and seeing we are your nominated tax agent all enquiries would come to us from the ATO. In an unusual case if the ATO was to contact you directly they would send a letter to your address and then follow up with a phone call or ask you to call them quoting a particular reference.
The ATO does not contact clients via email or texting.
So if you were to receive contact from a person saying they are from the ATO, we would ask you to contact us immediately on 03 9670 5232 or the ATO on 13 28 61
See link below for further information and details from the ATO
Easter Break – Office Closed 4pm Thursday
As a result, we will not be at full capacity to process any urgent requests or matters.
The office will be running as normal from Monday 13 April.
How to navigate the maze of choosing insurance
To discuss this further and obtain assistance with choosing appropriate insurance to meet your needs contact Alison Foenander of Donegan’s Wealth Advisers at email@example.com or on 03 9670 5232
Gold for Bretherton
Congratulations to Chad Hewish on joining the CA Young Professionals Panel
Part of Chad’s role with the Panel is to provide input and advice to CA management to ensure that a strong young member proposition is being delivered.
Xero’s June Release
Features in the latest release include:
• New payment service for receiving payments directly from invoices
• Added user roles
• Support for four decimal places on unit prices
• Smart lists – a simple customer relationship management feature
For more information please visit the Xero blog
If you have any questions on the latest update or on how Xero can make your business more efficient please contact Phil or Chad.
(03) 9670 5232
Congratulations to Jonno Bretherton who has made the 2014 Hockey Youth Olympics Team
You can read about the official announcement here
All the best Jonno!
Lani Bullen cycling from Melbourne to Broome for Cystic Fibrosis
For more information and to donate to the cause, please visit:
Annie McPherson rewarded for work with Ankylosing Spondylitis Victoria
Annie is the Founder and President of the Ankylosing Spondylitis Group of Victoria and has volunteered in the area for many years.
Divison 293 Tax – Super Funds
Division 293 tax is being introduced from the 2012–13 year to reduce the tax concession on superannuation contributions for individuals with income greater than $300,000 a year.
Division 293 tax will be charged at 15% of an individual’s taxable concessional contributions above the $300,000 threshold (which are capped for 2012–13 at $25,000). For individuals who are members of a defined benefit fund, Division 293 tax may be calculated on notional contributions, which are not capped.
For more information, contact our office or visit the ATO website.
Xero Introduction Evenings – A Great Success
The events saw over 20 small business owners watch and listen to Jeremy Sutton as he gave a live demonstration of the software.
The main benefits discussed including enhanced collaboration and efficiency.
BGL Release Simple Fund 360
To find out more, visit their website by clicking here