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Welcome to the March 2012 edition of the Taggart Report
We cannot believe that we are nearly at the end of the first quarter of 2012. Unfortunately our summer was not too kind for many people with bad weather.
We hope you enjoy reading this edition of the Taggart Report. We value your feedback, and requests for information you might like to add to our upcoming newsletters.
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by Taggart Nominees Pty Ltd
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Failure to meet the Sole Purpose Test can have far-reaching implications for a Self-Managed Super Fund (SMSF). To ensure that your fund complies, understanding the regulation is your first step. Read More »
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by Taggart Team
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Welcome to the first of our IQ puzzle challenges. There is no prize or benefit for you to complete the puzzles, other than testing yourself!
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by Taggart Nominees Pty Ltd
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Many Self-Managed Super Fund (SMSF) trustees consider investing in property, but the Capital Gains Tax (CGT) implications at sale time can be daunting. Here, we discuss the various calculation methods of CGT and use a case study to show the factors that can influence the fund’s taxable outcome. Read More »
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by The Taggart Group Pty Ltd
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We now have our own bar code for our important contact details!
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by Chris Matthews
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With the ever growing number of clients contacting us re their existing self managed super fund (SMSF) or wanting to set up a SMSF, we will be dedicating a separate page to SMSF articles from our next newsletter.
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by Laura Roots
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Being involved in a motor vehicle accident, no matter how minor or major the accident is, means that there will probably be involvement of a third party with whom arrangements need to be made to either recover costs from them or pay costs to them. We have put together a summary of what you should do if you have a motor vehicle accident.
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by Dr Jim Taggart OAM
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Over the last few months, Jim & Chris have been writing articles in the Western Sydney Business ACCESS Magazine on issues relating to risk insurance.
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What's new?
Our FREE renewal email service
Why not register for our FREE email renewal service. By registering at taggart@taggartgroup.com.au we will notify you of your upcoming insurance or greenslip renewal prior to the renewal date so that you can prepare for the upcoming renewal. If you have insurance policies that we do not look after, you can add those policies to the renewal notification service. For policies we don't look after, please let us know the details of the policy such as the company, due date, and policy type (general insurance or life insurance etc).
Improve your IQ
Commencing in this edition, we will be including some fun IQ puzzles for you to complete. The puzzles are designed to challenge your powers of deduction and logic, but also make you think laterally and imaginatively. Answers will be provided as well.
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