Our tree is for sharing. Smith Family Appeal.

  This year, Patrick Rowan & Associates along with Apt Wealth Partners is again participating in the Smith Family Toy and Gift appeal. We are calling for your support. Our office at 24 Moorabool Street, Geelong is a collection point for toys and gifts for underprivileged children. You can drop any toys to us by Friday 6th December and these will be distributed by the Smith Family in time for…

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Patrick Rowan Ladies Luncheon with Kristi Van Es

November 2019 saw us back at the Royal Geelong Yacht club raising funds for Geelong based charity, Offspring. Kristi Van Es, Offspring Project Ex Christian College Geelong school teacher Kristi Van Es, gave a moving and passionate presentation on her experiences in India. Her charity, Offspring believes in fighting for the injustice of sex trafficking that unbelievably still occurs in parts of India. Restoring those rescued from it and empowering…

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Apt Wealth Partners nominated for award.

I pleased to announce that Apt Wealth
Partners is a finalist for the IFA Boutique Advice Firm of the Year across all
of Australia!

This has been a result of the hard work across our three offices, especially in Geelong where we are located at the offices of Patrick Rowan & Associates 😊!

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Land Tax Victoria explained Blog Patrick Rowan & Associates

Land Tax.

Are you paying the right amount of Land tax?
Land tax is a state based tax that is levied on the value of land that you own.

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The 3% increase to award wages and the national minimum wage as announced by the Fair Work Commission comes into effect from 1st July, 2019.

Minimum Wage to increase.

Are you ready? The 3% increase to award wages and the national minimum wage as announced by the Fair Work Commission comes into effect from 1st July, 2019.

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Signing Documents from PRA

From 1st July, 2019 Patrick Rowan & Associates is introducing Docusign for the electronic signing of ALL documentation coming from our office. Secure, fast and easy. paperwork coming from our office will now use this new way of signing.

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End of Financial Year.  What do I need to do? 

As we approach the end of the financial year, there are some action items business owners can take to minimise tax and get the best outcome. Here are some tax planning options to consider:  Tax deductions for superannuation contributions will only be available in the 2019 tax year if the contribution is received by the superannuation fund by 30 June 2019. So, it is important to pay the June liability before 30th…

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Aged care: Planning can make all the difference

An emotive topic, aged care is something that most of us will need to consider in our lifetime. As our parents and grandparents reach an age where living without care becomes difficult, it can bring up a range of questions and challenges to consider.

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