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Made Personal Super Contributions This Year? You Need This Form.

If you have made personal super contributions this financial year, you may be eligible to claim these contributions as a tax deduction.

If you are eligible to claim on these contributions, you need to submit  the ATO's Notice Of Intent To Claim For Personal Superannuation Contribution Form with your super fund  and receive acknowledgement from the fund prior to lodging this years tax return.

That form you need is below.   Just tap on it, Save As, so you can print it out and complete.
I would be delighted to assist with lodging your completed ATO form with your super fund or to discuss this opportunity with you. 
Tax time is just around the corner - don't delay!  It cannot be claimed retrospectively.


















No matter what your industry protect your future wealth.

I've Got Your Uber Ride.

Many of you are keen to meet and chat about your latest Super Statement which is terrific!  However, it’s finding that time to come out to our Hamilton Office.
If you are Brisbane CBD located, I’ll cover your return Uber ride to visit us Portside to kick start your Super Statement review.  If you would like to “Uber Ride & Chat”, let’s make a diary date soon.
I also hear what people who work in the mines or FIFO are saying in regional Queensland.  It perhaps can be the last thing you want to do after a hitch with so many family, social and personal “to – do” lists to conquer. I visit regional hubs throughout the year and will always let you know when I am in town.  If there are a few of you, with or without your significant other, who would like to block out some time to discuss your latest super Statement, I’ll happily book a flight and meeting space for us to catch up.
At the outset, it might be you are keen to find out how I may be able to assist you and your family – what servic…