- August 31, 2020
Who Eats More Tim Tams – Melbourne or Shepparton Team?
MB+M Business Services team poses this question to you. Who Eats More Tim Tams – Melbourne or Shepparton Team? <
No it’s really Matt McDowall showing how to use Xero’s tracking categories for expenses.
- August 28, 2020
Super Guarantee Amnesty Ends On 7 September!
The MB+M Compliance team wanted to bring to your notice that Super Guarantee Amnesty is ending on 7 September! As the closing date is fast approaching, should you have questions, or need some help regarding the deadline, call us on 03 5821 9177 and speak to a Business Adviser.
- August 26, 2020
Meet Mary – MB+M/OzPlan Wealth Creation Team member
The MB+M/OzPlan team would like to introduce you to meet Mary – MB+M/OzPlan Wealth Creation Team member. The team comprises twelve dedicated professionals to look after clients, and prospective clients, to discuss & advise on their Financial Wellbeing, and subsequently manage their investment portfolio needs.
- July 22, 2020
JobKeeper Update – 21 July 2020
JobKeeper and JobSeeker changes are being announced regularly. It’s really hard to keep up with it all. So to help you and your business, Anthony Paerson will be creating a short videos outlining the new changes each time they are announced.
- July 04, 2020
Video – Xero EOFY Payroll – Tips Tricks & Advice
MB+M’s Lori Hall (Xero Specialist) and Anthony Pearson explain all the tips, tricks and advice relating to Xero End of Financial Year Payroll. Include is a walk thru of checks and balances for Xero Payroll and completing Single Touch Payroll Finalisation. Also provide are details of reconciling payroll, consideration of JobKeeper payments and more …
- July 02, 2020
Tax Planning Part 3: Why Use A ‘Bucket Company’
In Tax Planning Part 3: Why Use A ‘Bucket Company,’ Matthew McDowall, Accountant Adviser, explains how the use of a bucket company can reduce tax liabilities to substantially below 47% to a potential taxable amount of 25%.
- June 26, 2020
Tax Planning Part 2: Trust Distribution Resolutions
In Tax Planning Part 2: Trust Distribution Resolutions, Matthew McDowall – Accountant Adviser, explains why distributions into Discretionary/Family trusts will need to be completed by 30th June each year to advoid paying 47% tax.
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Your Financial Adviser may offer you services through OzPlan Financial Services Pty Ltd and MB+M Pty Ltd which are each separate businesses. Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, OzPlan Financial Services Pty Ltd, Australian Financial Services Licence No. 221235, is only responsible for financial planning services.