Tax Tips

  $750 PANDEMIC LEAVE DISASTER PAYMENT & $320 TEST AND ISOLATE SUPPORT PAYMENT

With the increase of Covid-19 cases, the Government has released the following economic support measures for those having to isolate or quarantine due to Covid-19: - $750 Pandemic Leave Disaster Payment - New South Wales. - $320 Test and Isolate Support Payment. Please visit Services Australia and Service NSW websites for further information.

Read more

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.