Welcome to the December 2017 Bongiorno newsletter
In this issue, we explain how certain ATO tax debts will now affect your credit rating, and things to consider if you receive an inherited gift. We also bring to your attention a recent scam regarding business name registration, and explore the role and limitations of robo-advice in financial planning.
Scroll to the bottom of this newsletter for a brief snapshot of the recent super changes and what they mean to you, as well as a few important dates for your financial calendar.
Last but absolutely not least, we bid a fond farewell to our wonderful receptionist, Kathy, who retires this month after 24 years with Bongiorno. Kathy, you’ll be missed!
As always, if you’d like to know more, our team is always happy to help.
Steven Wilkie
Director
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MERRY CHRISTMAS!
With Christmas just around the corner, we’d like to take this opportunity to wish all our staff and clients a very merry Christmas and a happy new year. Our offices will be closed from 22 December and re-open on 8 January. |
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WE’LL MISS YOU, KATHY!
Our front desk just won’t be the same, following the news that our receptionist of 24 years, Kathy, is retiring this month. It’s quite a milestone for Bongiorno, and marks the end of a wonderful era. Thank you, Kathy, for your amazing work. You’ll be sorely missed but we wish you all the very, very best for the future. Keep in touch! | |
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Before 1 July 2017, your ATO debt did not appear on your credit report, but things have changed. If you’re debt is over $10,000 and you’re more than 90 days late in paying, the ATO can now disclose that debt to Credit Reporting Bureaus, thereby negatively impacting your credit rating.
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Bongiorno has recently become aware that a number of our clients have received an email, purportedly from ASIC, instructing them to click on a link to renew their business name. Please be advised that this is a scam.
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As mentioned in our previous newsletter, on 1 July this year some of the biggest changes to super in 10 years came into effect.
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If you’ve inherited a gift, the last thing you probably want to think about is tax. However, it pays to think about these issues now rather than be faced with unexpected financial implications later. Here are a few things you should know.
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An increasingly used term in the financial planning sector is ‘robo-advice’. More specifically, it is computer-generated advice which involves visiting a website where you complete a series of questions regarding your finances, goals and attitude to risk.
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Oct-Dec 2017 BAS lodgement due: |
28/2/18 |
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Jan-Mar 2018 BAS lodgement due: |
28/4/18 or
25/5/18 |
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Large taxpayers’ 2016/17 tax returns: |
31/3/18 |
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Other 2016/17 tax returns due: |
15/5/18 |
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