This month we have seen some significant developments in connection with proposed changes to the superannuation system. First, the Treasurer announced some key changes to the proposed Division 296 tax measure to deal with some of the more contentious features of this proposed new tax. The Government is planning to make a number of significant […]
November 2025 Essential Tax Summary Read More »
If your super balance is comfortably below $3 million, you probably don’t need to worry — the proposed changes shouldn’t affect you. But if your super is approaching $3 million, or clearly above it, the Treasurer’s latest announcements may change how you think about super’s generous tax breaks. For some time, the Government has been
Super Tax Shake-Up: Big Balances Beware Read More »
Imagine this: after years of hardship and illness, you’re forced to retire early on a Total and Permanent Disability (TPD) pension from your super fund. It’s your only income stream. Then come the medical bills — tens of thousands of dollars in treatments to manage the very conditions that ended your career. You might assume
When Medical Bills Meet Tax Rules – Lessons from a Heartbreaking Case Read More »
Key Tax Due Dates 21 November 2025 25 November 2025 28 November 2025 Note: Any remaining super guarantee charge must still be paid to the ATO. Employers lodging an SGC statement can offset late contributions already paid to a fund against their SGC for the quarter. If you have any questions regarding the above information,
November 2025 Tax Due Dates Read More »
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!
