Meet The Team
Joanne has extensive experience in Public Practice and Commerce. Her career in Tax and Business Services began in 1993 with a medium Chartered Accounting firm in Claremont.
Joanne enjoys working with her clients to grow their business and help them succeed.
If you are waiting for the superannuation reforms announced in the Budget to pass Parliament before working out what they mean to you, you might miss out on any opportunities available.
When enacted, the reforms will represent the single biggest change to superannuation since its inception. While there has been a softening of the original Budget announcements, there are still some very big changes coming your way.
There is over $11.7 billion in lost super sitting with the Australian Tax Office (ATO) and Mackay in QLD is responsible for $49,256,340.55 of it.
Many clients have asked, what should we be doing? The main area to be mindful of is the $500,000 lifetime cap on non-concessional contributions as what you do now, may have a lasting and potentially detrimental impact.
SMSF trustees will need to forego investments such as vintage cars, fine art and wine collections as new rules around collectables and personal use assets come into effect from 1 July.
The ATO is urging small business owners to adopt the SuperStream standard before the impending 30 June deadline. SuperStream is a standard for submitting superannuation payments and data electronically.
The new way of processing Superannuation Payments is almost here.