MF&A Newsletters

The “Count Report”

The latest "Count Report": An informative 8-page personal investment newsletter.

Latest Edition (2.3MB PDF download)

MF&A Tax Checklists

2010 Tax Return checklist - Business (260KB PDF download)

2010 Tax Return checklist - Individual (260KB PDF download)

Education Tax Refund

The Education Tax Refund 2-page information sheet.

Fact Sheet (80KB PDF download)

New borrowing rules for Super funds

Self Managed Super Funds (SMSFs) are now allowed to borrow to acquire property as long as they comply with a number of provisos.

Super Fund Borrowing (224KB PDF download)

“Child Cover”

Child Cover - helping families when they need it most. Insure against the costs of your child contracting a critical illness or becoming injured.

Child Cover overview (100KB PDF download)

Superannuation Choice

• Super Choice overview by Margaret Franklin & Associates (250KB PDF download)
• ATO's Standard Choice Form as a PDF to print and complete by hand (64KB PDF download)
• ATO's Standard Choice Form as a MS Word Form to complete on screen (120KB Word download)
• Superannuation Update (200KB PDF download)

The above newsletter is in PDF format, requiring a copy of the free

Key Business Dates

2010 Dates	Details
14 July	2010 PAYG Payment Summaries to be provided to employees
21 July	June 2010 BAS, IAS & PAYG for monthly payers
28 July	June 2010 BAS, IAS & PAYG for quarterly payers (some may have a later date)
28 July	Super guarantee payment of employer super contributions for the June 2010 quarter
14 August	2010 PAYG withholding payment summaries due for lodgement with the ATO for businesses lodging their own summaries
21 August	July 2010 BAS, IAS & PAYG for monthly payers
28 August	June 2010 Superannuation guarantee charge statement if super contributions were not paid by 28 July 2010
21 Sept	August 2010 BAS, IAS & PAYG for monthly payers
30 Sept	2010 PAYG withholding payment summaries due for lodgment with the ATO where MF&A attend to lodgment and not eligible for closely held employee extension
21 Oct	Annual 2010 PAYG Instalment Notice
21 Oct	September 2010 BAS, IAS & PAYG for monthly payers
28 Oct	September 2010 BAS, IAS & PAYG for quarterly payers (some may have a later date)
28 Oct	Super guarantee payment of employer super contributions for the September 2010 quarter
31 Oct	Lodgement of 2010 and all earlier income tax returns for taxpayers who did not meet the lodgement deadlines for the 2008 income tax returns
21 Nov	October 2010 BAS, IAS & PAYG for monthly payers
28 Nov	Lodgement of the September 2010 Superannuation guarantee charge statement if super contributions were not paid by 28 October 2010
1 Dec	Payment of the 2010 income tax return for large/medium companies and super funds
2011 Dates	Details
21 Dec	November 2010 BAS, IAS & PAYG for monthly payers
15 Jan	Lodgement of tax returns for large/medium companies and super funds
21 Jan	December 2010 BAS, IAS & PAYG for monthly payers
28 Jan	Super guarantee payment of employer super contributions for the December 2010 quarter
21 Feb	January 2011 BAS, IAS & PAYG for monthly payers
28 Feb	Lodgement and payment of tax for NEW companies, trusts and super funds
28 Feb	December 2010 BAS, IAS & PAYG for quarterly payers
28 Feb	Lodgement of the December 2010 Superannuation guarantee charge statement if super contributions were not paid by 28 January 2011
21 March	February 2011 BAS, IAS & PAYG for monthly payers
31 March	Lodgement of tax returns for companies and super funds with total income in excess of $2 million
21 April	March 2011 BAS, IAS & PAYG for monthly payers
28 April	March 2011 BAS, IAS & PAYG for quarterly payers (some may have a later date)
28 April	Super guarantee payment of employer super contributions for the March 2011 quarter
15 May	Lodgement of tax returns which do not have earlier lodgement dates
21 May	April 2011 BAS, IAS & PAYG for monthly payers
28 May	FBT returns due
28 May	Lodgement of the March 2011 Superannuation guarantee charge statement if super contributions were not paid by 28 April 2011
5 June	Lodgement of income tax returns which have a refund are or non taxable
21 June	May 2011 BAS, IAS & PAYG for monthly payers
21 July	June 2011 BAS, IAS & PAYG for monthly payers
28 July	Lodgement and payment of June 2011 quarter BAS, IAS & PAYG
28 July	Super guarantee payment of employer super contributions for the June 2011 quarter