|
|
Welcome to the first edition of the Taggart Report for 2012
Happy New Year everyone. This is our first newsletter edition for 2012. We are already at the beginning of February; January seemed to fly by!
During 2012 we will run a series of articles on different matters relating to Self Managed Super Funds (SMSF's). If you are looking at setting up an SMSF, or have one in place and would like to have a chat about that, please give us a call.
We have some interesting reading in this edition and we hope that you enjoy it.
|
by Taggart Nominees Pty Ltd
 |
What happens to a self-managed superannuation fund when a trustee dies? Succession planning for a superannuation fund is often overlooked. The penalty for being a non-compliant fund is severe: a potential tax of 46.5% of the fund’s assets. Read More »
|
by Taggart Nominees Pty Ltd
 |
The Australian Taxation Office has clarified its views on when a pension starts and stops. We look at how stopping a pension can affect the tax situation of a fund. Read More »
|
by Taggart Nominees Pty Ltd
 |
All of you have probably been reading in the newspapers and hearing on the television about all the doom and gloom in the investment world at present.
|
Read More »
by Tony Hale
 |
Every year or two you should sit down and look at your financial position and see how things are going. Are you still heading in the direction you want to be going?
|
Read More »
by Lidia Cochrane
 |
Figures have shown that the number of car thefts have been decreasing over the years, however in 2011 3 out of 4 car theft claims1 have involved keys being stolen directly from owner's homes
|
Read More »
|
|
What's new?
The Taggart Team welcomes two new team members
We welcome Lidia Cochrane to our team, who has joined us as a General Insurance Account Manager. Lidia has many years experience as a broker and compliments the experience and expertise of our other general insurance team members. Lidia is assisting our commercial clients, and can be contacted on 02 8858 0013 or by email at lcochrane@taggartgroup.com.au.
We also welcome Kate Gronowski who has joined us as Receptionist and Administration Assistant. You will speak to the lovely Kate when you call through to our office.
|
|
