31 March Calendar end of fringe benefits tax year

Fringe Benefits Tax

What is fringe benefits tax? With the FBT year ending 31 March, we explain how fringe benefits tax applies to employees.

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Changes to Superannuation 1 July, 2017

Do you know how the superannuation changes that come into effect 1 July will impact you? Patrick Rowan & Associates are running a number of Superannuation Briefings to discuss the changes. Tel: 5221 7655 and ask for Kellie.

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Are you actively managing your super or is it just chugging along?

Are you managing your super?

Are you actively managing one of your largest assets, your superannuation, or is it just chugging along?

For most of us, our family home is our largest asset, followed by our superannuation.

We spend a lot of time on the upkeep of our home but what are we doing about our super?

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Patrick Rowan Ladies Cocktail Function with Glenyce Johnson

Patrick Rowan Ladies Cocktail Luncheon

Patrick Rowan Ladies Cocktail Luncheon. You’re Invited. To celebrate the end of another successful year, Patrick Rowan & Associates is hosting a Cocktail Luncheon at the Royal Geelong Yacht Club for clients, colleagues, family and friends. Our guest presenter, Glenyce Johnson is the Co-founder of Wandering the World, a bespoke travel company.  Gleynce, prior to starting her own business, was Managing Director of Peregrine and Gecko Adventures. From walking Camino…

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A new way of Signing Documents

Patrick Rowan & Associates has introduced a new way to sign documents. It’s called Docusign. Secure, fast and easy. paperwork coming from our office will now use this new way of signing.

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Tamieka Beeton team member at Patrick Rowan & Associates

Meet Tamieka our newest team member

Have you meet Tamieka yet? We’re thrilled to have Tamieka Beeton join Patrick Rowan & Associate’s Administration Team. With over eight years’ experience, she has extensive knowledge and experience in dealing with the Australian Taxation Office. As part of her varied role Tamieka also assists with ASIC lodgements and obligations, lodgement of Income Tax Returns and Business Activity Statements. There’s every chance you, as one of our valued clients, will be…

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NEW Pension Asset Test from 1/1/2017

As of January 2017, all asset thresholds have been substantially increased to offset a sharper taper rate in pension reduction. The new Pension Asset Test for retirees come 1st January, 2017 is: Retirees below the threshold are entitled to a full age pension. The new rules may result in a large number of retirees no longer satisfying the assets test to remain pensioners.  This group will be come self-funded retirees but…

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Geelong Business Excellence Awards David Maddock Financial Planner

What is ‘business excellence’?

Business excellence is providing exceptional service to the point where customers/clients are compelled to tell others of their experience as their expectations have been well exceeded due to a culture of excellence. David Maddock, Financial Planner.

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Patrrick Rowan & Associates end of year tax tips 2016

Tax tips for Small Business Owners & Employees

Patrick Rowan & Associates is a CPA firm and as such, we have access to a wide range of resources from CPA Australia. CPA Australia has published an annual tax tips article including Tax Tips for Business Owners & Tax Tips for Employees. We think it’s worth a read. The article covers areas such as: Tax Tips for Small Business Owners Maximising depreciation deductions Tax cuts for SME’s from 1st July, 2016…

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