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Business

ASIC – Guide for Small Business Directors

A director of a company is a person who is responsible for managing the company’s business activities. Even small companies must have at least one director. Larger companies may have many
directors who collectively manage the business of the company. They are often referred to as a ‘board of directors’.

Investment Update Webinar – September 2014

A presentation with Tim Farrelly, CEO – Farrelly’s, Asset allocation consultants to Australian Unity Personal Financial Services.

What is our investment philosophy?

The objective of our investment advice is to help you reliably generate the long-term net return you need in order to achieve your lifestyle goals, whilst ensuring that investment risk, investment tax and investment fees are all minimised on an ongoing basis. Download the pdf to learn more.

Business Advisory Fact Sheet

At HTA Advisory our mantra is Strategy, Innovation and Growth and these are the core ideals we apply to all our client relationships.

Personal

Tax Planning: Individuals

The end of the 2013/14 financial year is almost here, so now’s the time to review what strategies you can use to minimise your tax.

Simplify your Financial Life

Learn more about how we can help you to see your entire financial life on one screen. Your banks, loans, credit cards, assets, liabilities, and life docs all in once place.

Financial Planning

Define your financial goals and vision for a secure financial future. Download the pdf for more information.

Estate Planning

Estate Planning Fact Sheet

Estate planning is the process of arranging your affairs now to ensure there is an efficient and tax-effective distribution of your estate after your death. Download the fact sheet to learn more.

Superannuation

Employer Notification Letter SMSF

Download our free employer notification letter template advising your employer of recent ATO changes to the reporting of employer super contributions.

Borrowing in SMSF

Self Managed Superannuation Funds are allowed to borrow to invest in direct property or shares. This is known as Limited Recourse Borrowing. Download the pdf to learn more.

Individual Tax

Tax Return Information Form (2019)
Is it Tax Deductible?

Everyone wants to pay less tax, right? To do that you need to know what you can claim… and what you can’t.