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January, 2019 Market Update

December 2018 Market Update

Jude Walton receives 2018 Georges Mora Fellowship

Alert: Phone scammers claiming to be CPA Australia employees

CPA Australia has received advice that clients of CPA Australia members have received phone calls from a person purporting to be an employee of CPA Australia. The caller indicates to the client that they have a tax debt of $15,000 and to immediately pay the amount to the account specified by the caller. CPA Australia advises that these calls are not from CPA Australia employees, nor do we make calls of this nature.

ATO Warning – Emails, Mobile Phones & Phone SCAMS

The ATO have published an alert with regards to possible SCAMS. There are emails being sent to individuals/businesses claiming they are from the ATO and asking for personal information to be emailed back to them. There are also phone calls to both mobiles and land lines also asking for personal information such as bank account details, credit cards, etc. In some cases the caller is threatening fines if the information the caller wants is not given.

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

Due to the Easter Break our office will close 4pm Thursday (2/4/15) and will reopen 9am Tuesday (7/4/15).

Server Upgrade

We are undertaking a server upgrade on Thursday 9 April and Friday 10 April.

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

Click here for more.

To discuss this further and obtain assistance with choosing appropriate insurance to meet your needs contact Alison Foenander of Donegan’s Wealth Advisers at or on 03 9670 5232

Gold for Bretherton

You may have wondered where Phil & Alison have been the past few weeks? Chasing their son, Jonno Bretherton!