Articles and News

Rose Guerin Accountant Kings Cross

Review this page for a variety of published information and articles.

 

» SMSF Tax and Audit Checklist 2015

Download SMSF Tax and Audit Checklist 2015


» Company, Trust or Partnership Tax Return Checklist 2015

Download Company, Trust or Partnership Tax Return Checklist 2015


» Individual Tax Return Checklist 2015

Download Individual Tax Return Checklist 2015


» SMSF Tax and Audit Checklist 2014

Download SMSF Tax and Audit Checklist 2014

 

» PAYG Tax Checklist 2014

Download Individual Tax Return Checklist 2014

 

» SMSF Tax and Audit Checklist 2013

Download SMSF Tax and Audit Checklist 2013

 

» PAYG Tax Checklist 2013

Download Individual Tax Return Checklist 2013

 

» PAYG Tax Checklist 2012

Download Individual Tax Return Checklist 2012

 

» SMSF Tax and Audit Checklist 2012

Download SMSF Tax and Audit Checklist 2012

 

» Executive Leadership and Management - Dennis Clark

Download Executive Leadership and Management


»Tax Checklist for Individual - 2011

The current tax checklist for 2011 is now available.


» SMSF - Differences between regulated and non-regulated funds

Know the Differences between regulated and non-regulated funds


» Tax Checklist for Individual - 2010

The current tax checklist for 2010 is now available.

» Self Managed Superannuation Funds - Did you know?

10 little known facts on Self Managed Superannuation Funds

10 things you should know about Self Managed Superannuation Funds

 

» Effective tax strategies

Virginia Graham talks to financial and tax experts about effective strategies for best managing your tax.



» Is now a good time to invest in property?

With recent articles stating that property prices are expected to rise this year, is now a good time to invest?

Australian Property Monitors predict a 7.1 percent increase in the median house price (to $569,061) and a 9.8 percent increase in unit prices (to $400,819) for Sydney. And according to APM economist Matthew Bell "moderate to strong growth is expected for the whole market". Many people are now wondering is now a good time to invest and if so how and where?

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» Don't get caught out over excess super contributions

Up to 300,000 Australians could be hit with an unexpected tax bill later this year if they don't urgently review their super contributions.

There is growing concern in the industry that investors are unaware of their potential to exceed the caps on concessional (or before tax) super contributions, and will only find out they've saved too much when they get hit with an excess contributions assessment.

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» Your Money - Your Call

See Rose Guerin answer all the topical financial questions on the popular Foxtel program

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» Super Calculator

Work out what you need to support a comfortable lifestyle when you retire.

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» Switching Home Loans

You could end up paying less by switching to a different loan.

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» Financial Survival Guide

Are your finances stretched? Our survival guide has useful information to help you cope.

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» Received an investment offer out of the blue?

Check our cold calling blacklist of unlicensed overseas businesses and fake regulators.

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» Identity Theft

10 tips to protect your financial identity.

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» Unclaimed money

There's over $600 million waiting to be claimed. Is some of it yours? Do a free search with us.

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» Retirement planning

Kids left home? Planning to retire soon? See FIDO's 10 tips to get you on track

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» Transaction fees too high?

Become a fee guru. FIDO shows you how to stay on top of bank fees.

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» Self Managed Superannuation Fund (SMSF) – Trustee Education

Thinking of starting your own SMSF? Have you recently set up your own SMSF? Here is a training module that will assist you in your day to day responsibilities of an SMSF trustee.

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Winter Bulletin [click to download]

Spring Bulletin [click to download]

Summer Bulletin [click to download]