Current as of 18 December 2020
S&W Wealth is about to arrive!
Stanley & Williamson are extremely proud to be able to offer our clients an even greater leap towards prosperity in 2021 with the launch of S&W Wealth.
Working hand-in-hand with your team of accountants, the Wealth Managers at S&W Wealth will provide a comprehensive range of financial services to help you create wealth, protect the wealth that you create and to develop a plan to transfer that wealth to your family at the right time. More details on S&W Wealth here.
Our new venture is a collaboration with Dean Holmes of The Wealth Network. If you’d like to start 2021 with a crystal clear financial focus, Dean provides a free 2 hour consultation for new clients.
You can book in pre-launch here.
Another SCAM ALERT – Don’t be caught out like our client was!
Scams are ever increasing in volume and complexity. The ability of these scammers is getting better and anyone could be caught out. Here is a recent example of where one of our clients has been significantly impacted by scammers and what actions you can take to minimise this happening to you.
Reach out to our S&W Managers to review your IT Systems and Accounting Software, and discuss the best way to deal with your concerns on these matters.
How do I know if I have carry forward concessional contributions to use this year?
We often get the question from clients as to whether they can catch up concessional contributions that they did not maximise in past years. Our article will explain how it works and how much extra can be contributed.
If you have any questions on whether it is a good idea for your circumstances please contact your client manager to clarify.
No more special purpose financial reports – SME’s will now have some new rules to follow!
There are some major changes being made to the way financial statements are to be presented, which will have a big effect on small to medium sized entities. You need to prepare now for the changes that come into effect next year. We have outlined in our article how this will apply to your business.
To learn more about the changes and better prepare for the transition, get in touch with your S&W manager to discuss.
The Partners and Staff celebrated the end of 2020 Hawaiian Style with a dinner at China Doll in Woolloomooloo on Friday 11th December.
We would like to wish you a Merry Christmas and Happy New Year! We hope you enjoy the break with family and friends, ready to start 2021 refreshed.
As in past years, we have not sent out Christmas cards. Instead, we have chosen to donate these funds to the Salvation Army to help those in need of support at this time of year.
We look forward to seeing you in the New Year. Our office will close at 5pm Wednesday 23 December 2020 and re-open on Monday 4 January 2021.
Congratulations to our client manager Cameron Grace, and his new wife Alexa, who celebrated their wedding at North Head on Friday 20th November.
It was a beautiful day surrounded by their family and close friends. Wishing you both a lifetime of happiness.
This newsletter has been produced by Stanley & Williamson as a service to its clients and associates. The information contained in the newsletter is of general comment only and is not intended to be advice on any particular matter. Before acting on any areas contained in this newsletter, it is imperative you seek specific advice relating to your particular circumstances. Liability limited by a scheme approved under Professional Standards legislation