coffee & chat
18 June 2024
The rewards of ESG investing — by bongiorno group
Investors are increasingly seeking to invest in companies which align with their personal values. By choosing funds that support ethical and sustainable practices, investors can ensure their money promotes positive social and environmental outcomes. Environmental, Social, and Governance (ESG) is the framework used to assess a company’s sustainability and ethical impact. Vanessa Smith, […]
11 June 2024
Where’s my tax refund? — by bongiorno group
If you were expecting a tax refund, but find yourself with having to pay extra tax on your tax return, there could be several reasons why. Chantelle Turner, Tax Manager at the Bongiorno Group, and Financial Consultant Matt Homewood, address the common misconceptions and challenges surrounding tax returns. Even if you have a […]
4 June 2024
Line-by-line: what you can and can’t claim on your tax – Part 2 — by bongiorno group
The Bongiorno Group’s Directors, Ricky Caldow and Mitch McKeown, continue with their line-by-line rundown of what you can and can’t claim in your tax return. In part 2, they cover conferences, donations, superannuation, and one of the more confusing items: “other”. This general advice has been prepared without taking account of your objectives, financial […]
28 May 2024
Line-by-line: what you can and can’t claim on your tax – Part 1 — by bongiorno group
Tax time is fast approaching, and the perennial question asked of accountants around the country is: “What deductions am I entitled to?” The Bongiorno Group’s Directors, Ricky Caldow and Mitch McKeown, go through each item, line-by-line, specifically addressing deductions of medical professionals. In this first of two episodes, Ricky and Mitch focus on […]
21 May 2024
An update on HECS repayments and tax checks — by bongiorno group
Higher Education Contribution Scheme (HECS) and Higher Education Loan Program (HELP) were designed to provide cheap loans for tertiary students to fund their education, the indexation of which has been traditionally linked to the consumer price index (CPI). However, the indexation in recent times has spiked significantly, alarming both students and government. To address […]
16 May 2024
Federal Budget 2024 – what it means for you — by bongiorno group
This year’s federal budget was delivered by Treasurer Jim Chalmers, whose government is cognisant of cost-of-living pressures and keeping inflation in check. Nick Fennessy, Director at the Bongiorno Group, describes the budget as relatively harmless, with a surplus lower than the previous year. He outlines some of the announcements, including tax cuts, modification of […]
14 May 2024
Interest rates – they’re not all they appear to be — by bongiorno group
Variable and fixed-interest loans have their advantages and disadvantages, and what works depends on your particular circumstances. In this episode, the Bongiorno Group’s Senior Finance Consultant Mark Bremner and Finance Manager Jack Will discuss the implications of each, as well as the rationale behind splitting the two. Bongiorno Group For more information, please call […]
7 May 2024
Stepped vs. level premium insurance — by bongiorno group
Depending on your circumstances, it might be worth opting for a stepped, level or hybrid insurance premium structure. First, it’s important to understand what stepped and level premiums mean. The Bongiorno Group’s Head of Risk Advisory Services, Yanish Geerdharry, discusses the difference between the two with Client Relationship Manager, Tom Will. A combination of […]
30 April 2024
Super top-ups and catch-ups — by bongiorno group
With changes to marginal tax rate thresholds and rates, there may be increased benefits in maximising tax-deductible expenses and strategies before the end of the financial year. The Bongiorno Group’s Director Sarah Thorburn and Financial Advisor Jessica Weaver discuss a range of super-related strategies, including assessing available caps and potential tax implications, such as Division […]
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