CLIENT FEEDBACK: Professional services businesses like The Peak Partnership Wealth Design Solutions can only thrive with the commitment and dedication of the people who continually aim for better...people like our own Jenny Kitching.
CLIENT FEEDBACK: It's endorsements like this from our clients that motivate our financial planning and risk insurance team to keep lifting their own service standards.
CLIENT FEEDBACK: We try to make every client's experience as easy and uncomplicated as possible when it comes to financial planning and risk insurance at The Peak.
After all, it's your money!
CLIENT FEEDBACK: Wealth creation and investing is never smooth sailing all the time, but an honest and open relationship between adviser and client can calm the rough waters.
TAX TIME: Where to start with your 2023 tax return just got easier, with our quick reference checklists for individual, businesses and SMSFs.
Get started on your 2023 tax - download your free checklist on our website at https://t.co/uUTsuGueP2
COMMUNITY: Today is R U OK?Day - a timely reminder that a conversation could change or save a life. You don’t need to be an expert to have an R U OK? conversation. Listening and giving someone your time might be all they need .
Today of all days, let's talk!
FAMILY TRUSTS & EOFY: If you have a family trust, you need to make a resolution to distribute Trust income or profits by 30 June - or the trustee (eg you) risks being assessed on the Trust's income at the highest marginal tax rate...ouch!
Learn more at https://t.co/EhP1Q6kT1g
END OF FINACIAL YEAR: June 30 is only 4 weeks away, so time to think about your EOFY tax & business planning for 2022.
Best place to start is our Year End Planning web page at https://t.co/YLYEuo1RsZ for some helpful blog resources & our tax planning meeting scheduler.
TAX & COVID: A snippet of good news in this world of COVID we now live in. The federal govenment plans to make PCR and rapid antigen tests tax-deductible for individuals and FBT exempt for businesses (under certain conditions).
Read our full article at https://t.co/1ijv43UCrU
Sick of hearing about the world number 1 tennis champ being treated unfairly.
She is not. She is fit, vaccinated and ready for anything. #DjokovicOut#auspol@AshBartyFans
MORE JOY: At the end of another challenging year, let The Peak team brighten your Festive Season - with some of the worst Christmas jokes in history. Enjoy (at your own risk).
Jokes aside, we hope you & yours have a happy & safe break. Our office closes on 23 Dec; back on 04 Jan
With the Christmas cash flow crunch ramping up, our latest blog has the heads-up on which business sectors are at risk of insolvency.
Early 2022 could be make or break for some of these businesses, so don't get caught short - read our full report here: https://t.co/T4fE7XBhdL
COVID LOCKDOWN FINANCIAL SUPPORT: If you were impacted by the recent week-long lockdown in Queensland areas and want to know about government support funding, download our free Lockdown Financial Support Guides from our COVID-19 Resource Centre at https://t.co/0gOywGFpnZ
Good news if you were impacted by the recent lockdown and need to access Federal Gov't financial support - payments to businesses and individuals in the 2021-22 FY will be tax-free. Read all the details in our latest blog post at https://t.co/qASvJe7Elh
BUDGET: The Budget is all done for another year. No changes in tax rates, but still plenty to unpack.
Learn more about the key talking points in our Budget Review video, or go to our Budget webpage at https://t.co/25xbXZnUnX for your free Budget Report. https://t.co/cOaUSggliv
BUSINESS: With COVID-19 putting added pressure on many businesses, chances are there will be more bad debts this FY. So, as we edge closer to EOFY, our latest blog outlines the right way to write-off a bad debt & claim a tax deduction.
Find out more here: https://t.co/FVux9P2xCz