Kelly Crethar’s Post

Businesses are well aware that the EOFY is hot on our heels! We outline the areas at risk and the opportunities to maximise deductions for both business owners and taxpayers. Need support or have questions? Call Collins Hume on 02 6686 3000. https://lnkd.in/g9Ytu7jD #businessowners #superannuation #deductions #property #taxpayers #reporting #ballina #northernrivers

Businesses are well aware that the EOFY is hot on our heels! We outline the areas at risk and the opportunities to maximise deductions for both business owners and taxpayers. Need support or have questions? Call Collins Hume on 02 6686 3000. https://lnkd.in/g9Ytu7jD #businessowners #superannuation #deductions #property #taxpayers #reporting #ballina #northernrivers

Businesses are well aware that the EOFY is hot on our heels! We outline the areas at risk and the opportunities to maximise deductions for both business owners and taxpayers. Need support or have questions? Call Collins Hume on 02 6686 3000. https://lnkd.in/g4EJ5eWx #businessowners #superannuation #deductions #property #taxpayers #reporting #ballina #northernrivers

Businesses are well aware that the EOFY is hot on our heels! We outline the areas at risk and the opportunities to maximise deductions for both business owners and taxpayers. Need support or have questions? Call Collins Hume on 02 6686 3000. https://lnkd.in/gpuFk9aj #businessowners #superannuation #deductions #property #taxpayers #reporting #ballina #northernrivers

Businesses are well aware that the EOFY is hot on our heels! We outline the areas at risk and the opportunities to maximise deductions for both business owners and taxpayers. Need support or have questions? Call Collins Hume on 02 6686 3000. https://lnkd.in/gJnNJksr #businessowners #superannuation #deductions #property #taxpayers #reporting #ballina #northernrivers

🚨 Attention all taxpayers! 🚨 ⏰ The clock is ticking, and March 31st is just around the corner! ⏰ AND THE GOOD NEWS IS THAT A LOT OF BANKS ARE WORKING TILL SUNDAY 💰 Haven't made your tax-saving investments yet? Don't panic! You still have time to make smart financial moves and save on taxes before the end of the financial year! Here's what you can do: 1️⃣ Tax-saving Fixed Deposits (FDs): These are easy to set up online and offer tax benefits under section 80C of the Income Tax Act. Lock in your funds for five years and watch your savings grow while reducing your tax burden. 2️⃣ National Pension System (NPS): If you already have a Tier-1 account and a PRAN, consider investing in NPS before the deadline. It's a great way to secure your retirement while enjoying tax benefits. 3️⃣ Public Provident Fund (PPF): Need to invest quickly? PPF is the way to go! You can do it all online, and you'll receive instant acknowledgment of your investment. Plus, it offers attractive interest rates and tax benefits. 4️⃣ Insurance Premiums: Have existing insurance policies? Paying the premium by March 31st allows you to claim tax exemption for the current financial year. It's a win-win situation—protect your loved ones and save on taxes! Remember: 📈 You can claim a maximum exemption of ₹1.5 lakh under section 80C. 📝 These benefits apply to the old tax regime. Don't let this opportunity slip away! Invest wisely, save on taxes, and secure your financial future! 💸💼 Disclaimer: This is only for information & education purpose and no Investment advice. Please consult your financial advisor before taking any decision. #TaxSavingTips #InvestSmart #March31Deadline #march #financialyear #finance #financetips #invement #tax #infomation #advice #mutualfunds #stocks #assets #frankfintalks [Tax Saving, Invest Smart, March 31 Deadline, March, Financial Year, Finance, Finance Tips, Investment, Tax, Information, Advice, Mutual Funds, Stocks, Assets, Frankfintalks] https://lnkd.in/dPT7cBYZ

𝐇𝐚𝐯𝐞 𝐲𝐨𝐮 𝐫𝐞𝐜𝐞𝐧𝐭𝐥𝐲 𝐫𝐞𝐯𝐢𝐞𝐰𝐞𝐝 𝐲𝐨𝐮𝐫 𝐏𝐞𝐧𝐬𝐢𝐨𝐧𝐬 𝐨𝐫 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬? We offer a flexible and proactive ongoing service, that ensures your financial plans are tailored and up to date Your level of service can be tailored based on how much you want us to do and how often you’d like us to do it. Some clients may require and prefer more advice and updates during their regular meetings than others. 𝐇𝐨𝐰 𝐰𝐞 𝐦𝐚𝐢𝐧𝐭𝐚𝐢𝐧 𝐚𝐧𝐝 𝐫𝐞𝐟𝐢𝐧𝐞 𝐲𝐨𝐮𝐫 𝐩𝐥𝐚𝐧𝐬 𝐨𝐯𝐞𝐫 𝐭𝐢𝐦𝐞: ✅ 𝐖𝐞 𝐤𝐞𝐞𝐩 𝐲𝐨𝐮 𝐢𝐧𝐟𝐨𝐫𝐦𝐞𝐝: We make sure you’re up-to-date on news that is most useful to you such as new ISA allowances. ✅ 𝐖𝐞 𝐚𝐫𝐫𝐚𝐧𝐠𝐞 𝐜𝐡𝐞𝐜𝐤-𝐢𝐧𝐬: We review your plans to make sure that you are still on track to meet your objectives. ✅ 𝐖𝐞 𝐚𝐜𝐭𝐢𝐯𝐞𝐥𝐲 𝐦𝐨𝐧𝐢𝐭𝐨𝐫 𝐚𝐧𝐲 𝐢𝐦𝐩𝐚𝐜𝐭𝐬 𝐭𝐨 𝐲𝐨𝐮: We monitor for tax and legislation changes to ensure your income and wealth are protected. We’ll update you on this in your financial planning meeting (e.g. in person or via digital meetings). We recommend that you regularly meet with us to check in on the progress of your plans and goals. Tax treatment varies according to individual circumstances and is subject to change Source: Quilter Financial Planning Guide to Our Services #pensionreview #investmentreview #reviewpensions #reviewinvestments #financialadviser

Ever wondered if financial advice is tax deductible? BDO Business Services Partner Bill Matley answers that question in The Australian Financial Review's Penny Wise column this week. Bill says that when it comes to the tax-deductibility of financial advice fees, there is an important distinction between initial and ongoing advice. “Initial advice that is provided by an advisor covering items like your financial circumstances, risk profile, reviewing your current investments and recommending new investments will not be tax deductible. These items will be considered capital in nature or preliminary to the earning of assessable income and not deductible,” says Bill. “Ongoing advice from your adviser to review the performance of the current investments and to make periodic recommendations of the investments will be tax deductible. These fees are directly related to earning assessable income.” AFR subscribers can read the full story here: https://lnkd.in/gBCanjSX #tax #financialadvice

Attention business owners and real estate investors! Big changes are coming in 2025 that you can't afford to miss. In this episode, Richard Canfield and Henry Wong break down the crucial tax changes. Discover how these updates impact your strategic positioning and what you need to do to stay ahead. They delve into the new capital gains inclusion rates, the complexities of the alternative minimum tax, and essential tips for developing a proactive tax strategy. Watch the full episode to stay informed and ahead of the game. 2024 Tax Changes: What Business Owners and Real Estate Investors Need to Know https://lnkd.in/g_KcgNMg - - - PRE-ORDER A COPY OF OUR NEW BOOK! Don’t Spread the Wealth: How to Leverage the Family Banking System to Own All the Gold, Make the Rules, and Enjoy Generational Riches https://lnkd.in/gsqFneAY #WWBS #RichardCanfield #HenryWong #TaxStrategy #FinancialPlanning #CanadianBudget #TaxPreparation #FinancialFreedom #BusinessTaxes #WealthManagement #TaxTips #InvestmentStrategy #CPAAdvice #CapitalGains #TaxCompliance #FinancialAdvice #IncomeTax #MoneyManagement

The Rise of ISA Millionaires : Tax-efficient investing It’s fascinating to see that the number of ISA millionaires has jumped by 19% in just one year, with nearly 5,000 savers now sitting on ISA pots worth £1 million+ (according to HMRC). It is inspiring to see how consistent contributions—no matter how small—can lead to big results over time. Rajan Lakhani from Plum sums it up perfectly: "Investing early and regularly can go a long way in helping you meet your financial goals." 🌱 Isn’t it a reminder that starting early with tax-efficient savings can really pay off in the long run? How are you using your ISA to build long-term wealth? As an investor or accountant what advantages and disadvantages should people be aware of? #ISA #Investing #WealthBuilding #MSN #TaxEfficiency #Finance #SmartInvesting #PlumApp #Accounting