Godfrey Pembroke Financial Consultants
Investment Plans in Whitehorse

We adopt a comprehensive approach to the management of your financial affairs, taking into account issues such as tax considerations, business planning, investment and share advice, portfolio management, superannuation (including Self Managed Superannuation Funds) and specialized financial advisory services. Capitol Group is committed to identifying the needs of our clients and developing customized solutions to satisfy those needs. Our client base includes businesses, individuals and their families. Our commitment is to the ongoing development, improvement, innovation and delivery of value added services that exceed our clients’ expectations. The key to our success is our unwavering focus on ensuring our client’s outcome is exactly what they want it to be. We are focused on providing the right advice to thrive short, temperate and lengthy term strategies to ensure our client’s objectives are met and the superior possible financial outcome is achieved. Principals, Julio Carrier and Laurel Arndt leads the Capitol Group team, each of whom bring a complimentary combine of knowledge, skill and expertise to the business in the financial services and accounting profession. Our Vision is to be recognized as a leader in Financial Planning and Accounting Advice. Julio was running his own dealer group earlier to joining the Consultum Financial Advisers Pt Ltd. Julio has been actively involved as a practitioner in the Financial Planning and investment advisory profession since 1991, and has developed numerous expertise and professional competencies in all major areas of financial planning including: Laurel has been a principal of Capitol Group Advisers, formerly known as Keleher Arndt Co, for over 25 years, specializing in assisting small and medium sized business, individuals and self managed splendid funds.

When a legal expense is incurred in relation to the operation of a business to yield asses sable income, it is generally allowable as a deduction. What can be claimed and what cannot? This year the APO will be paying additional attention to people whose deduction claims are higher than expected, in notable those claiming vehicle expenses, including claims for transporting bulky tools, deductions for travel, internet and mobile phone, and self education expenses. As an SMSF trustee, you are required to consider insurance conceal for fund members as segment of the fund’s investment strategy. The business itself doesn't pay income tax. Instead, you and your partners will each need to pay tax on your own share of the partnership income (after deductions and allowable costs). The business still needs to lodge a tax return to disclose complete income earned and deductions claimed by the business. The company will pay its own tax on its own profits at a company tax rate. The trust's beneficiaries, via their individual returns, pay tax on their share of the trust's net income distributed. If the believe carries on a business, all income earned and claims for expense deductions must be shown on a trust tax return, which will also disclose the amount of income distributed to beneficiaries. If your travel was partly private and partly for work, it is the general rule that you can only claim for the part related to your work. The taxpayer worked at only one work deposit at any given time. Company and splendid funds to pay if required. Distributions from trusts, partnerships, managed splendid funds. Rental income for example, from an investment property. Interest paid say on an investment property. If you’re a trivial business, anything you buy for business use will likely be capable to be written off, so you’ve got an additional to use your tax refund this way. The employee owns the car, and the employer agrees to make lease repayments to the financier plus pay for any running costs for that vehicle as a condition of employment. Note also that while re portable employer superannuation contributions are not included in the employee’s asses sable income, the amount can be included in the income tests pertinent for some benefits and obligations, such as: A sole member SMSF must have at least two individual trustees and while the second person does not have to be a member, they do have to be the member’s relative and be actively involved in the trustee decisions made in relation to the fund a disadvantage if a trustee wants packed control. Benefits of the individual trustee structure. A sole member SMSF must have at minimum two individual trustees where the second person does not have to be a member but they have to be the member’s relative and be actively involved in the trustee decisions made in relation to the fund. Individual trustee : Individual trustees can set up an SMSF at considerable times less the cost of a corporate trustee. The trust deed establishes the believe and sets out the rules for the governance and operation of the trust, and the powers of the trustee.