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*NEW* Capital Gains Tax Checklist & Let’s Welcome Bill to the Team!

Capital Gains Tax Checklist: Property Sale
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Happy Wednesday!​

We hope that you’ve had a good week so far.

In this article, we will be announcing the arrival of our new Capital Gains Tax Checklist and the addition of a new team member, Bill Bennett.

 

1) *NEW* Capital Gains Tax Checklist

Are you selling your property for the first time?

We understand that selling a property for the first time can be a daunting and overwhelming process, especially at tax time, with all the things you need to know and keep a record of.

Make things easy by downloading our FREE Capital Gains Tax Checklist.

In this checklist, we outline 9 important things to give your accountant after selling a property.

Capital Gains Tax (CGT) Checklist

​Click here to download the Checklist > 

 

2) Please Help us Welcome Bill Bennett!

Small Bill Headshot

We are also excited to introduce you to our newest team member, William (Bill) Bennett.

Bill has recently joined our team as a Client Manager/ Senior Accountant.

With over 34 years’ experience as a Chartered Accountant and strong expertise in business advisory, Bill will be a knowledgeable asset to our team and provide great value to our clients.

Click here to learn more > 

 

​** If you know of anyone who’s looking for a new accountant, were currently accepting referrals.

Especially if they are:

  • A small-medium sized business owner
  • Working within the following industries:
    • Professional Services
    • Trades
    • Medical Practitioners
    • Manufacturing
    • IT/ Computer Services

Please help us in welcoming Bill to the team!

 

In Other News…

Our team have been busily working away to get as many returns as we can lodged by the upcoming due dates.

If you’re yet to send us your 2020 tax information, we ask that you get your skates on.

The later you leave it, the less time we’ll have to get it done.

​Unfortunately, we mightn’t have the manpower to complete last-minute submissions before the deadline. This could leave you open to receiving a late lodgment fee from the ATO. If this applies to you, please action accordingly.

We wish you all a great rest of your week.

If you have any questions, please give us a call on (03) 9762 7344.

 

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