Tax Tips

  TAXABLE PAYMENTS ANNUAL REPORT

From 1 July 2019, businesses in the industry of read freight, information technology, security or surveillance need to report any payments made to contractors to the ATO. Please speak to your tax agent about keeping records of the payments made to contractors.

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Self-Managed Superannuation Funds

With over 200 Self-Managed Superannuation Fund (SMSF) clients Roy Spagnolo & Associates have a thorough understanding of the excellent retirement and tax efficient strategies that can be achieved through the use of a SMSF.

Roy Spagnolo & Associates ensures that Self-Managed Superannuation Funds retain their complying fund status and are proactive in keeping trustees informed of potential changes in legislation.

The Self-Managed Superannuation Fund team at Roy Spagnolo & Associates provide the following services:
     • Prepare Financial Statements
     • Prepare Member Statements
     • Prepare and lodge Income Tax Returns
     • Attend to Actuarial Certificates (if required)
     • Preparation of Trustee Minutes
     • Arrange Audit of the Financial Statements
     • Completion of various administrative tasks

Roy Spagnolo & Associates works closely with investment advisors, whether it is our recommended advisors or your chosen advisor, to ensure your Self-Managed Superannuation Fund is reaching its full potential.