welcome to r j s & associates
Everyone’s financial picture looks different. Maximising opportunities and realising your financial potential takes a strategic approach and structured plan that takes every aspect of your life into consideration.
Our Strategic Wealth Planners are passionate about uncovering the possibilities that allow clients to achieve financial freedom. We do more than crunch the numbers – we take a comprehensive look at your existing financial portfolio and show you how you can efficiently and effectively manage your finances for optimal outcomes.
Your initial consultation is free, so you have nothing to lose. The question is: what could you gain?
Invite us along on your financial journey, you’ll be amazed just how far our expert guidance can take you. Contact us at info@rjswm.com.au or on (03) 9794 0010.
We have prepared the 2024 FBT questionnaire for you. This is an editable PDF document that allows you to choose the most convenient method of completion.
In a significant shift in property taxation, the State Government of Victoria has introduced new legislation, effective from 1 January 2024, that impacts the apportionment of land tax during property transactions. This change, part of the State Taxation Acts and Other Acts Amendment Act 2023, brings about a notable alteration in the way land tax is handled at the time of property sale.
This guide explains HOW to treat rental income & WHAT expenses you can claim.
We share some ideas to help you increase your tax refund
Claim all entitled deductions by requesting our free Rental Property Guide. Property values in Capital Cities dipped 8.4% in 12 months but recently rebounded with a 1.4% increase. Rents surged 10.1% in 12 months across all Capital cities. Download guide and check out the rental property update for Australia here.
A free spreadsheet to determine fixed costs, operating costs, growth profit, and overall profit for your business.
We've compiled a list of frequently asked questions about electric vehicles and their tax implications in Australia. If you're unsure about how your EV affects your taxes, this resource provides answers to help you make informed decisions.
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.
For more information on our services, CLICK HERE.
We’ve put together some resources to assist you:
We’re certified advisors
