Contact details

Phone
08 8177 5799

Fax
08 8223 3593

What's new?

Salary Sacrifice to stop income advantages

The Federal Government has changed several income thresholds to include salary sacrificed benefits. This will reduce several income entitlements of taxpayers where possible benefits can be claimed through the family tax system, plus reduce possible tax deductions including superannuation that can be claimed.

Further, we urge you to read our "Federal Budget" newsletter that was sent to you recently to see how you may be affected by the budget changes.

Alternatively, please talk to us to learn more.

Welcome to the Nelson Wheeler Nexia Newsletter

We are pleased to be able to bring you the second edition of our newsletter for 2009. We hope you find the following articles informative. Please don't hesitate to contact us if you require further information on these topics or any other issues.

Regards

Team at Nelson Wheeler Nexia

Using trusts to manage family wealth

by Craig Reeves

A trust can benefit the creation and preservation of family wealth

by Nari Potts

With stock market volatility there has been an increased interest in fixed interest investing. Do you understand what terms like yield curve or coupon mean ?

by Greg Tabe

This article looks at the the pros and cons of establishing a Self Managed Super Fund (SMSF)

by Stephen Camilleri

In the current economic climate reducing your direct costs has never been more important.

With the impact of the Global Financial Crisis and increasing energy prices it makes sound financial sense to conduct an analysis of your energy expenditure. Our alliance partner Carbon Planet can conduct an Energy Audit of your operations to identify where cost savings could be achieved.

by Simon Vine

In September 2008 the ATO released its long awaited SMSF statistics for the June 2008 income year. They proved that the SMSF industry is leading the way and is beginning to overpower all other forms of superannuation including retail superannuation funds, industry based superannuation funds and public sector superannuation.

The contents of this Bulletin are general in nature. We therefore accept no responsibility to persons acting on the information herein without first consulting us.