Baker Affleck Moffrey

Hi [fname].

Welcome to the Baker Affleck Moffrey Newsletter, November edition. Wow, only six weeks until the big fat guy will be coming down the chimney. This month our Newsletter contains an article from Damien about estate planning and also a very informative piece from Juris Stega about benchmarking/property.

To top it all off, Rebecca has changed the mood a little and due to it being close to Christmas has agreed to share some of her favourite recipes to help out with the festive cheer!

Enjoy the read!


Are you financially fit?Damien Moffrey

By Damien Moffrey

We recently ran a series of seminars on superannuation and estate planning, and it has become apparent that many people don’t consider their own mortality, tax and protection of their assets. Nor do they consider carefully enough their estate planning and the consequences that their passing could have on a life time of hard work.

Click here to view full article

 


ATO Benchmarks - How average is your small business?

By Juris Stega Juris Stega

The Australian Taxation Office (ATO) has now compiled small business benchmarks across more than 100 industries. The benchmarks are one of the tools used to select businesses operating in the cash economy, for review or audit.

Click here to view full article


Make sure your business can finance your retirement

According to the Australian Bureau of Statistics report: Characteristics of Small Business Operators, there are 1.6 million small business operators in Australia and of these, more than one third are aged over 50. This means that more than half a million small business owners could retire before 2025.

Click here to view full article


Team Profile - Kourtney Lowe

Kourtney was born in Sutherland Shire. She spent her eaKourtney Lowerlier years living in Cronulla, Sydney. She is the youngest (and favourite, so she tells us) in the family with an older brother and sister.

In 1997 her family came to the Gold Coast on a holiday, six months later they all moved and settled in Robina.

Click here to view full article


Christmas Cheer Recipe

By Rebecca Moffrey BA Moffrey

Of course I won’t share all my favourite recipes but there are a few I always use around Christmas time especially with the amount of entertaining we do, that I’m happy to part with. The recipe below I can guarantee is tried and tested and every time is classed as a winner! The mixed flavours of the mint, and roasted capsicum along with the macadamia nuts and the fresh salmon is a taste like no other.

I would strongly recommend a fresh chilled Riesling like David Franz Eden Valley Riesling.

Hope you enjoy.

Click here to view full article


Economic Update

By NAB Private Wealth

Click here to view full article


Newsletter No. 27
November 2011

 

Dates to remember

Borrowing Through Super

When: Tuesday, 6 December 2011
Time: 5pm – 7pm
Where: Baker Affleck Moffrey

Click here to register

Advanced Strategies Through Super

When: Tuesday, 24 January 2012
Time: 5pm – 7pm
Where: Baker Affleck Moffrey

Click here to register

 

 

Lodgement dates to remember

21 November 2011
Monthly Activity statement for October 2011

28 November 2011
Superannuation guarantee charge (SGC) statement - quarterly for quarter 1, 2011-12

1 December 2011

  • Payment of income tax for taxable large/medium business company and super funds (lodgment of return due 15 January 2012).
  • Payment of income tax for taxable head company of a consolidated group that has a member who has been deemed a large/medium business taxpayer in the latest year lodged. (Lodgment of return due 15 January 2012).
  • Payment of income tax for companies and super funds where lodgment of the income tax return was due 31 October 2011.

21 December 2011
Monthly activity statement for November 2011

 

 

 

Baker Affleck Moffrey
Level 4, Evandale Place,
142 Bundall Road
Bundall QLD 4217

PO Box 634
Surfers Paradise QLD 4217
Phone: 07 5538 3088
Fax: 07 5539 0805
Email: admin@BAMoffrey.com
Web: www.BAMoffrey.com