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'Tax Saved Today - Money Invested Tomorrow'


    Education Tax refund Factsheet

    "Download our Education Tax Refund Factsheet from the attachment below"

    May 2008 Federal Budget Update
    Attached below please find a precis of the May 2008 Federal Budget from Strategic Wealth Management.
    On 26 March 2008, the Commissioner of Taxation issued Taxpayer Alerts TA 2008/3 and TA 2008/4 on the uncommercial use of certain trusts, particularly on what have become known as "hybrid" trusts.
    NSW Land Tax
    Land Tax is a tax on the land you own in New South Wales at midnight on 31 December of the previous year. The attached Fact Sheet (PDF)  explains its application.
    Nick explains the importance of separating your investment loans from your private funds.
    (Incorrect) Strategy: Deposit all of your salary on to a line of credit to save interest. Result: Some interest on Investment property loan is disallowed based on private drawdowns.
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    HDT Taxpayer Alert from ATO Update yourself with a balanced opinion about the ATO's recent taxpayer alert relating to Hybrid Discretionary Trusts
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