Newsletter June 2025

Thank you to everyone who participated in our recent client experience survey. We truly appreciate your time and thoughtful responses. Your feedback included both kind compliments and constructive suggestions, all of which are invaluable as we strive to enhance your experience with us.

As we look ahead, we are committed to making tangible improvements in the following key areas:

  • Proactive communication and more timely responses
  • Stronger collaboration across our advisory teams to maximise the benefits of our integrated services
  • Clearer updates when there is a change in your accountant or advisor
  • More value-added insights, both from your advisors directly and through our newsletters and social media
  • Timely reminders for important deadlines and key dates

To deliver on these priorities, we are setting clearer expectations for service standards, expanding staff training, refining our internal processes, and investing in smarter IT solutions.

Although the prize draw has now closed, it’s not too late to have your say — if you haven’t already, we still welcome your feedback via the survey.

Finally, a big congratulations to our prize draw winners: Rob R. and Costa V., each receiving a $500 David Jones Gift Card!

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ATO interest charges no longer a tax deduction

From 1 July 2025, you’ll no longer be able to claim income tax deductions for interest charges imposed on outstanding tax debts (specifically the General Interest Charge and the Shortfall Interest Charge).

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