With a backdrop of high inflation and cost-of-living pressures, Treasurer Jim Chalmers delivered the 2024-25 federal budget. To provide insights on what it means is Bartons’ team of wealth advisors and tax experts, including: Director Adam McCann, Director Adrian Guarino and Senior Manager, Matt Baczyk.

Some of the key themes include cost-of-living relief, personal tax, superannuation, healthcare, small business support, and student HELP debt.

BARTONS
https://www.bartons.com.au/ 

Financial Clarity for Life is proudly brought to you by Bartons, Chartered Accountants and Wealth Advisors.

Bartons is offering you the opportunity for a 5-minute financial clarity call. Please visit https://www.bartons.com.au/contact/

This general advice has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product disclosure Statement before deciding to acquire the product.

See omnystudio.com/listener for privacy information.

As the end of the financial year approaches, Bartons’ director Adam McCann and senior manager Matt Baczyk delve into some of the important considerations for medical professionals regarding tax and tax returns. They discuss historical areas of focus for the Australian Taxation Office, including key deductions, record-keeping practices, and the unique characteristics of income protection premiums. Good record-keeping, they insist, is crucial for substantiating claims and ensuring compliance.

MORE INFORMATION

2024 Medical Checklist
https://bartons.snapforms.com.au/form/2024-medical-checklist

Investment Property Form
https://bartons.snapforms.com.au/form/investment-property-worksheet

BARTONS
https://www.bartons.com.au/ 

5-MINUTE CLARITY CALL
https://www.bartons.com.au/contact/ 

Financial Clarity for Life is proudly brought to you by Bartons, Chartered Accountants and Wealth Advisors.

Bartons is offering you the opportunity for a 5-minute financial clarity call. Please visit bartons.com.au/contact

This general advice has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product disclosure Statement before deciding to acquire the product.

See omnystudio.com/listener for privacy information.