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Thomas Noble & Russell Financial Advisory Update
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TNR Financial Advisory Update January 2017

Dear <<First Name>>,
Welcome to the TNR Financial Advisory Update for January 2017.

In this issue:

  • Via TNR Wealth - Assets tests and the aged pension: do the new rules effect you?
  • Extend the festive cheer (but in a tax-efficient way)
  • SMSFs need to prepare for the new transfer balance cap
  • ATO Important Dates January 2017
  • Meet the Team - Alyssa Vanke
We hope you find the articles informative and if you have any questions regarding any of the topics discussed, please don't hesitate to contact one of our experienced staff members on 02 6621 8544.

Meet the Team – Alyssa Vanke

Take a moment to learn more about another valuable staff member of TNR - Alyssa Vanke .


Assets tests and the aged pension: do the new rules effect you?

Assets tests and the aged pension: do the new rules effect you? - Click for more information
There will be changes to the way the aged pension is calculated from 1 January 2017 and these changes may affect your ongoing aged care fees. It’s important to understand how these changes may affect you ....

SMSFs need to prepare for the new transfer balance cap

SMSFs need to prepare for the new transfer balance capt - Click for more information
Recent legislation introduced several superannuation rule changes. Among them is a new “transfer balance account”, which each recipient of a superannuation pension will be required to have ....
 

Extend the festive cheer (but in a tax-efficient way)

Extend the festive cheer (but in a tax-efficient way) - Click for more information
The festive season is here again. As with other years it is always brimming with the spirit of giving. The list of practical ways in  which Australians spread goodwill is as endless as a Christmas wreath. The ATO also gets into the spirit of the season, but of  course feels required to set some limits....
 

Australian Tax Office important dates January 2017

ATO important dates January 2017 - Click for more information
These are the ATO important dates for January 2017 ....

 
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