Tax Checklist
CoggerGurry • June 11, 2024
With the end of the financial year fast approaching, have you completed all transactions necessary to ensure full compliance with your tax needs.
- If you have a Self-Managed Superannuation Fund (SMSF) please ensure that any contributions and rent are made, and you have withdrawn your minimum pension. If you need assistance with this or are unsure, please contact our office as soon as possible.
- If you want to make any withdrawals or deposits to your FMD’s, please ensure this has been completed prior to the end of the financial year.
- Any personal super contributions need to be made at least by Friday the 21st of June to ensure that it is received by the fund by 30 June 2024 to qualify for an income tax deduction in the 2023/24 income year.
- If you have a trust make sure you have actioned your trust resolutions to determine the distribution of income.
- If you pay staff and want to claim a tax deduction for SGC super paid for your employees before 30 June, it must be paid to the fund prior to the superstream cut off date.
If you've driven past our office recently, you may have noticed some changes underway! We're excited to share that installation of our new Brentnalls Western Victoria signage has commenced. Like many outdoor projects, the recent weather has caused a few delays, but we're looking forward to seeing the finished result once the weather improves! The rebrand represents an exciting new chapter for our firm, while maintaining the same trusted team, local knowledge and commitment to supporting our clients. We think it will be well worth the wait!
Team Fundraiser for The Shaka Project Recently, our team came together for a fundraising morning tea in support of The Shaka Project , an organisation dedicated to promoting positive mental health, wellbeing and meaningful conversations within our communities. It was wonderful to see staff get behind the cause, enjoy some great food, and contribute to an important initiative that aligns closely with our commitment to supporting wellbeing both in and outside the workplace. Thank you to everyone who donated and helped make the morning a success. For more information on The Shaka Project head to their website here 
Over the past few months we've celebrated a number of team birthdays at Brentnalls Western Victoria. A belated happy birthday to Andrew, Chris, Bec, Chloe, Toni, Sam and Michael ("Pechy") ! We hope you each enjoyed celebrating your special day with family and friends. Thank you for everything you do for our clients, our team and our communities. We wish you all the very best for the year ahead.
