|
|
| |
|
|
| |
Income Tax |
2009 Income Tax Return Checklist
 (141kb) |
| |
Income Tax |
Tax Rates & Tables
(click to get the rates & tables) |
| |
Income Tax
|
Substantiation of Expenses. To obtain a tax
deduction the expense must not only be deductible but must also be
substantiated. To view substantiation requirements
click here.
(153 kb) |
| |
Income Tax
|
Tax Planning - Individuals. To obtain information about income
tax planning for individuals
click here.
(131 kb) |
| |
|
|
| |
|
Back to top |
|
|
| |
|
|
| |
General |
Why businesses fail. For a brief outline
click here.
(109 kb) |
| |
General |
Business plan outline.
Click here to
view.
(108 kb) |
| |
|
|
| |
|
Back to top |
|
|
| |
|
|
| |
General
|
Guide for trustees. For a brief point form
outline of a guide for trustees
click here.
(146 kb) |
| |
Audit
Accounting
|
Saving money on audits. To save money on audits
you have to make it as easy as possible on the auditor and have all the
required documents available. To download a copy of auditor requirements click
(121 kb)
Similarly, if you accountant has all the necessary information to
complete your fund's financial statements and income tax returns
efficiently then the cost to your fund will be reduced. To download a
brief outline of documents required to complete financial statements and
income tax returns click
(112 kb)
|
| |
Investment |
Investment Strategy Development
(being
reviewed) |
| |
|
Back to top |
|
Finance & Investment |
| |
|
|
| |
General
|
Financial planning process. For a brief outline
of the process of financial planning
click here. |
| |
Saving
|
Benefits of long-term saving. The benefits of
long-term saving are illustrated in an example. To view the example
click here. |
| |
General
|
Watch out for investment scams. There are many of
those who are willing and trying to relieve your hard-earned savings
from you under the guise of what seem very attractive investment offers.
Be wary and check them out thoroughly. Seek professional advice.
Remember the old saying that if it seems too good to be true, it
probably is. Check out the ASIC website by
clicking
here. |
| |
Retirement
|
How much do I need in retirement? For an example
of amounts needed to fund a certain amount of gross pensions under
certain assumptions
click here. |
| |
|
|
| |
|
|
| |
Financial planning services are offered by
Authorised Representatives of
Professional Investment Services Pty Ltd Licence No 234951 |
| |
|
Back to top |
| |
|
|
|
Financial Facts |
|
|
| |
|
01 - What does Spinell offer |
| |
|
02 - Business Structures |
| |
|
03 - Business Partnerships |
| |
|
04 - Companies |
| |
|
05 - Trusts |
| |
|
07 - Buying a Business |
| |
|
11 - Shares & Dividends |
| |
|
13 - Fringe Benefits Tax |
| |
|
14 - Employing Staff |
| |
|
|
| |
|
Back to top |
| |
|
|
| |
|
|
| |
|
|
| |
|
|
