Welcome to the McLean Delmo News Letter
Issue Number 7 | August 2010 | www.mcleandelmo.com.au
Welcome
                         portrait                  

The only constant in life is change. A well used saying, but certainly true when it comes to rules and regulations relating to personal or business accounting and finance in Australia. With the Henry tax review, the Cooper review of superannuation, proposed changes to the Financial Planning industry and more, it is difficult to keep on top of all this change and be sure of how it affects you or your business.

McLean Delmo clients can be certain that we are looking out for you by being alert to all relevant changes and providing practical advice as to how each change might affect each of our clients.

If you hear about a likely change or are concerned by something you have read about an issue, call us first. Your McLean Delmo Partner can talk you through any questions or concerns you might have and work with you through any resulting impact.

We will also communicate with you through our newsletters, Breakfast Briefings and website, so you have all the detail you need to make informed decisions. For example, this newsletter covers recent changes in legislation and ATO rulings on Division 7a (Company profits and trust distributions). These changes affect just about everyone who has an active trust and/or company, regardless of a taxpayer’s income level and whether or not they are in business. So please read this article and call us for more information.

You don't need to be afraid of change, because we are always looking out for you.

Should you have any questions please do not hesitate to contact us today.

                                                             John Delmo | Managing Partner


Taxation Planning All Year Round and Division 7a

Tax planning is about being prepared and alert all year round.
Taxation Planning All Year Round and Division 7a

To Audit or not to Audit?

Have you ever wondered what the rules are around audits? Why does one company need an audit but another does not?
To Audit or not to Audit?

McLean Delmo's Finance and Lending Team recognised
  as Best in Commercial Loans

McLean Delmo would like to congratulate Daniel Zadnik and Jarrod Hodges on their success at the 2010 Australian Finance Group (AFG) Awards.
McLean Delmo's Finance and Lending Team recognised as Best in Commercial Loans

Costs in retirement plus What does a good Financial Plan look
  like?

It's not cheap to be retired. But a good financial plan can help to make it easier.
Costs in retirement plus What does a good Financial Plan look like?

Want to know more about Financial Planning?
Read our latest MDFS Planning Matters Newsletter

When sport and the workplace collide

Consider the impact sport has on your business or place of work.
When sport and the workplace collide

Our Quality Control Commitment

Maintaining Quality Control for the benefit of our clients.
Our Quality Control Commitment

 

 

Important: This is not advice. Clients should not act solely on the basis of the material contained in this newsletter. Items herein are general comments only and do not constitute or convey advice per se. Also changes in legislation may occur quickly.
We therefore recommend that our formal advice be sought before acting in any of the areas. This document is issued as a helpful guide to clients and for their private information. Therefore it should be regarded as confidential and not be made available to any person without our prior approval.

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