MF&A Newsletters

The “Count Report”

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

Latest Edition (500KB PDF download)

The Education Tax Refund 2-page information sheet.

Fact Sheet (80KB PDF download)

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 - 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)

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

2008 Dates	Details
21 Oct	September IAS, PAYG & BAS for monthly payers
28 Oct	Lodgment and payment of September quarter BAS, IAS & PAYG
31 Oct	Lodgment of 2008 and earlier tax returns for taxpayers with prior year return outstanding as at 30 June 2008 or people lodging their own returns. If all prior outstanding year returns are lodged by 31 Oct, then due date reverts to our normal program. Please contact our office to check your due date.
1 Dec	Due date for payment of tax for taxpayers with prior year return outstanding as at 30 June 2008
1 Dec	Due date for payment of income tax for 2008 for large/medium companies and super funds
2009 Dates	Details
15 Jan	Lodgment of tax returns for large/medium companies and super funds
28 Feb	Lodgment and payment of tax for NEW companies, trusts and super funds
28 Feb	Lodgment and payment of December 2008 quarter BAS, IAS & PAYG
28 Apr	Lodgment and payment of March 2008 quarter BAS, IAS & PAYG
15 May	Lodgment of tax returns not on earlier dates
28 May	FBT returns due for lodgment and payment
28 July	Lodgment and payment of June 2008 quarter BAS, IAS & PAYG