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We’ve put together a number of useful resources for you to access, free of charge. We hope you find them useful!

Taxation

How To Save Tax Presentation – June 2017

Fact Sheets

Top-up your super with help from the Government

Top up your income when cutting back work

Sacrifice pre-tax salary into super

Make insurance more affordable

Make tax-deductible super contributions

Convert your super into a tax-effective retirement income

Convert business capital into tax-free retirement benefits

Contribute to super and offset capital gains tax

Super Tax Thresholds 2017-2018

Centrelink Fact Sheet

Aged care fees and charges pre 1 July 2014

Aged care fees and changes post 1 July 2014

Income Protection Insurance

Insurance in Super

Life and TPD Insurance

Critical Illness Insurance

6 Steps To Prepare Your SMSF Before 1 July 2017

On 1 July 2017, the biggest changes to super rules in 10 years will come into effect. They touch on everything from contributions to pension drawdowns.  

RJ Sanderson – We speak your language

Company Tax Cuts

Companies with a turnover of up to $50 million a year will receive a tax cut taking the rate down from 30% to 27.5%

Stamp Duty Increases

Stamp Duty Increases for Investors from 1 July 2017 – for Off the Plan Purchases

Market Commentary Report

A market update for the quarter ending June 2016.

Markets are volatile

How much is enough?

Personal Insurance

Estate Planning

Making the most of your Super

Self Managed Superannuation

Ebooks

7 Tips for Investing

Checklists

Business Deductions Checklist

This free resource is designed to provide an easy reference guide to the types of expenses that can be claimed by business.

Investment Property Checklist

This free resource is designed to provide an easy reference guide to the types of expenses that can be claimed by investment property owners.

Individual Deductions Checklist

This free resource is designed to provide an easy reference guide to the types of expenses that can be claimed by an individual working as an employee.

Professional Footballers Taxation Guide 2017

This free guide will assist you, as a professional footballer in Australia, to determine what expenses you can claim as a tax deduction that are specific to the occupation and what special rules apply in regards to income averaging, frequent flyer benefits and prior year return amendments.

Rental Property Guide 2017

This free guide will assist you, as an owner of a rental property in Australia, to determine the following; which rental income is assessable for tax purposes, which expenses are tax deductible, which records you need to keep and what you need to know when you sell your property.  

Home Loan Process Checklist

Use this free checklist to help guide you through the process of getting a home loan. It can be a complicated process, but R J Sanderson is here to help. This resource covers everything from property valuation to mortgage insurer sign off.

Legal Disclaimers

Engagement Notice

This Engagement Notice is to confirm our understanding of the terms of our engagement and the nature and limitations of the services that we provide for our clients.

Privacy Policy – March 2016

This privacy policy applies to R J Sanderson & Associates Pty Ltd, ABN 71 060 299 783 and any entity owned or controlled by R J Sanderson & Associates Pty Ltd ("Related Entity") in relation to R J Sanderson Group' and its Related Entities' including RJS Loan Solutions Pty Ltd, ABN 25 123 033 116 and RJS Wealth Management Pty Ltd ABN 24 156 207 126 (together referred to "R J Sanderson Group") operations in Australia.

Finance

Documents Checklist

This free resource helps identify what documents you should bring with you when obtaining finance. It covers topic areas such as income, assets, liabilities as well as proof of identity.

Buyers Checklist

Use this checklist to help you determine how much you can borrow, and the costs. This resource helps identify what loan is right for you, how to obtain pre-approval and the buying process overall.