Understanding APRA’s Worst Performing Superannuation Funds List

APRA Superannuation Funds Review

The devil is in the detail when it comes to digesting the results of the Australian Prudential Regulation Authority’s “worst performing” super list. While anything that gets people more actively involved in understanding and reviewing their superannuation fund is to be commended, but it needs to be understood that the APRA league table was an […]

Affinitas Accounting: Clients Making A Difference In the Community

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At Affinitas, we admire the contributions made by all our small business clients – but we do help look after some organisations who are giving back to their communities in very special and unique ways. For these organisations – and the dedicated teams who run them – the desired outcomes go way beyond making money. […]

Five Fun Facts About Motor Vehicle Claims

Every tax claim you make has the ability to boost your return. But to be a legal claim, it must be directly connected to you earning assessable income. Plus you must have incurred the expenditure and not been reimbursed by your employer. Simple, right? Except, there are literally thousands of twists, turns, tax rulings, private […]

Tips for Tax Time 2021

Gather Everything. Beware the ATO Targets. Remember The Golden Rule The days leading up to 30 June are busy ones for all financial service and accounting businesses. As much as we try to avoid it, there always seems to be last-minute transactions to process and tax planning advice required. Throw in some nationwide Covid lockdowns […]

Happy Mothers Day from the Affinitas Accounting Team

Happy Mothers’ Day, Mums And to some of Affinitas’ own mums, too! Affinitas Accounting has always been a team staffed with incredibly talented, efficient, and hard-working mothers. This Mother’s Day, we would like to make special mention of our newest mum, Senior Tax Team Leader Georgie Service, who recently welcomed young William into the world. […]

Affinitas Recognises Three Outstanding Team Achievers on International Woman’s Day

Affinitas Recognises Three Outstanding Team Achievers on International Woman’s Day There are a lot of ingredients that go into the secret sauce that helps run a successful small business. The vision, drive, and decision-making comes from the business owners. But this needs to be mixed with hard work, dedication, and loyalty from team members. Affinitas […]

Everyone Wins When We Ask Questions About Your Tax Returns

Everyone Wins When We Ask Questions About Your Tax Returns When using the services of an experienced tax professional, many people are surprised by the number of detailed questions asked and documentation requested. Put simply, a professionally qualified tax agent has a duty of care and a legal obligation to ensure the tax laws have […]

Are Your Business Numbers Up To Date?

Financial planners Brisbane - laptop and notebook

Are Your Business Numbers Up To Date? If you don’t know where you are, how can you plot where you are going?   Those who leave completing their end of year accounts and tax returns until the last possible minute are doing themselves a disservice – particularly if you run a business.   The 2020 […]

CountPlus Annual Report 2020

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Why Count Financial was the best partner for Affinitas Financial Planning Choosing a licensee is a decision to never be taken lightly. Affinitas Financial Planning recently travelled down that road and explain what impacted their decision to choose Count Financial. Brad Peters, Director, and Senior Financial Planner at Affinitas Financial Planning, took a lot of […]

Sorting Out Late Tax Returns – It’s Easier Than You Think

Sorting Out Late Tax Returns - It's Easier Than You Think

Sorting Out Late Tax Returns  It’s Easier Than You Think In 30 years of preparing tax returns, some of the most relieved and happy clients you come across are those whom we have helped “catch up” and lodge late tax returns. Apart from straight out forgetfulness, failure to lodge a return can happen for a […]