January, 2019 Market Update
December 2018 Market Update
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 firstname.lastname@example.org or on 03 9670 5232
Gold for Bretherton