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 Since our last newsletter we have ushered in a new financial year, rode the rollercoaster of the share market, completed countless tax returns and headed into audit season. At McLean Delmo, it seems it is always the busy time of year which, of course, is good for business. At any time of the year, we are available to our clients to cover any and all of their financial questions. Whether they relate to personal or commercial matters, there is a McLean Delmo adviser ready to assist. In fact, increasingly our clients are asking us to get involved across a range of financial disciplines. To give you some examples a corporate client might seek personal financial planning advice at the same time that they are reviewing their business structures and clients seeking advice on estate and business succession planning inevitably find that their business and personal matters are intrinsically linked. As a professional services firm, we want to be able to meet as many of our clients’ financial needs as possible. Ideally, we would like to become a trusted adviser who our clients can call upon no matter what personal or business financial decisions they face. There are great benefits for our clients - and undoubtedly for us – of this trusted adviser approach. We detail many of these benefits in an article below. I would like to take this opportunity to congratulate our Lending and Finance division for once again winning the Best Commercial Writer Award presented by AFG – Australia’s largest mortgage broking group. Daniel Zadnik (Director) and Jarrod Hodges (Finance Manager) have cemented their place amongst the largest and best players in the lending and finance industry. At McLean Delmo, we have a lot to be proud of. Please do not hesitate to contact us if we can be of assistance. John Delmo | Managing Partner
All small to medium enterprises (SMEs) in Australia should be aware of recent changes that may affect their business structures. Feature Story - Div 7a.pdf
Focus on the bigger picture to protect the future of your business by undertaking a Free Risk Management Review. Key Service Update - Free Risk Management Review.pdf
Superannuation is one of the largest investments we make in a lifetime so it is important to consider all of your options, including the reasons why you might establish your own Self Managed Superannuation Fund. Key Service Update - Reasons to have a SMSF.pdf
Quarterly update prepared by McLean Delmo Financial Services to help you plan for your personal financial future. MDFS Planning Matters - Spring 2011.pdf
Accountants are witnessing an alarming trend with more and more clients being subjected to random audits, reviews or investigations. Practice News - Audit Insurance.pdf
At a recent Breakfast Briefing, McLean Delmo Marketing Manager, Leah Taylor, discussed the concept that creating a great brand is about telling a great story. Our next Breakfast Briefing Successful Succession will be held in our offices on Thursday 13 October at 7.30am. Call 9018 4666 to register. Events - Creating a Great Brand.pdf
It’s hard enough to find a professional services provider you believe you can trust – let alone having to seek, interview and brief a range of advisers from a number of firms to handle different elements of your financial and business matters. What are the benefits of having just one firm that can cover it all? . Something else to consider - Benefits of the trusted advisor approach.pdf 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. Liability limited by a scheme approved under Professional Standards Legislation
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