Do you have more than one super fund?

We have found that many people have super monies out there and they didn’t quite realize. Don’t be one of those people. Let us help you. Please take a look at the attached flyer below and contact us to discuss your situation. Consolidating Super Flyer

Take a quick Financial Health Check today

Your financial health is as important as your physical and mental health. Take a minute to view the attached questionnaire and then contact us so we can ensure that you are in the best possible financial health condition. Financial Health Check flyer

Are you Retirement Ready?

There are some very important issues you need to consider before you approach retirement. Please read the attached flyer below to determine whether you are ready for retirement and please feel free to contact us to discuss your situation. RETIREMENT READY flyer

ATO focus on rental property deductions

The ATO says it is increasing its focus on rental property deductions. It says common errors made by rental property owners include: claiming rental deductions for properties not genuinely available for rent; incorrectly claiming deductions for properties only available for rent part of the year such as a holiday home;

We’re Launching AD Wealth

You’re invited to celebrate with us!! As a valued client of AD Partners we would like you to join us in celebrating the launch of AD Wealth. In recent years we have had many clients looking to AD Partners to assist them more directly with wealth creation strategies, source investment

Write Off Bad Debts

Businesses can only obtain income tax deductions for bad debts where various conditions are met. A deduction will only be available where the debt is still in existence at the time it is written-off. Thus, if the debt is forgiven or compromised before it is written-off as bad in the

SMSF EOFY Tips

The SMSF non-concessional cap increases from $150,000 to $180,000 in FY2014-15. If you are considering a large personal contribution to super, you may want to delay making it until 1 July (i.e. next financial year). Under the “bring forward rule”, which allows three years’ worth of non-concessional contributions in one

Private Company Rules

The ATO can potentially treat a payment or a loan by a private company to a shareholder or an associate (such as a family member) as an unfranked deemed dividend under Division 7A – unless an exemption applies or a formal loan agreement is in place requiring minimum interest and