June 2024

The Essential 30 June Guide

Inside this month, the essential 30 June guide, the ATO’s warning shot on trust distributions, and what’s changing on 1 July 2024. The end of the financial year is fast approaching. We outline the areas at risk of increased ATO scrutiny and the opportunities to maximise your deductions. For you Opportunities Take advantage of the

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June 2024 Essential Tax Summary

What did I miss? This month, the ATO has issued a warning on trust distributions, we explore the issues. Plus, this month, the House of Representatives rejected the Senate amendments to the Bill containing the 2023-24 instant asset write-off and electrification measures, and the non-arm’s length expenses reforms. As change occurs, we’ll keep you posted

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June 2024 Tax Due Dates

5 June Lodge tax return for all entities with a lodgment due date of 15 May 2024 if the tax return is not required earlier and both of the following criteria are met:    non-taxable or a credit assessment in latest year lodged non-taxable or receiving a credit assessment in the current year. Note: This

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Reshika Kumar

Administration Officer

With her kind, caring and approachable nature, Reshika never fails to provide a positive, welcoming experience for our clients, assisting them as they walk in our door or call our office. She understands the power of customer service and is always willing to lend a hand.

With her fun and relaxed personality, Reshika is incredibly creative, especially when it comes to finding solutions for evolving challenges, from financial matters to marketing requirements and beyond. Holding a Masters of Business Administration with a major in Marketing and significant experience in the banking industry, Reshika has a unique combination of skills which makes her a real asset to Fortis.

Reshika is motivated to reach new heights, take risks and develop her career by working alongside Bernadette, our Client Administration Manager, and having the opportunity to learn new things such as new platforms and procedures.

Reshika is passionate about fitness and does not miss an opportunity to take advantage of the gym. Despite Reshika’s relaxed personality it all goes out the door when card or board games are involved!