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Lantana Private Wealth

Phone: +61 3 9964 8950

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25.01.2022 Thank you Dennis, for the kind review.

25.01.2022 For those fortunate enough to still be working at the moment, through regular employment or otherwise, it’s likely that you are increasing your time spent working from home. It’s vital that you maintain suitable records of these work-related home expenses for the purposes of preparing your Individual Tax Return for the current financial year. To assist, the ATO allows three ways in which you can claim these expenses:... Option 1 ‘Shortcut Method’ Option 2 ‘Fixed Rate Method’ Option 3 ‘Actual Expense Method’ Tap the link to find out more information on the three options, from a blog we wrote earlier this year. www.linkedin.com/pulse/home-work-deductions-brett-jackson/

24.01.2022 Wishing you a Happy New Year

23.01.2022 Adam Ogues | Principal Accountant Adam is the Principal Accountant at Lantana Private Wealth, responsible for and proven in providing the highest calibre taxation and accounting advice to our clients. Adam brings to the firm and our clients over two decades of public practice experience, having previously fulfilled Senior Accounting positions at numerous Melbourne-based taxation, accounting and family wealth offices.

22.01.2022 Introducing our Lantana Private Wealth App. Features include 24/7 access to: - Wealth Reports - Budget Reports ... - Cashflow Track - Financial Calculator - Goal Setting Plus much more! Available on both Apple and Android. For more information, please don't hesitate to get in contact on (03) 9964 8950.

22.01.2022 What do financial advisers actually do? Financial advisers do so, so much more than investing money. Tap the link to read on | http://bit.ly/LPWBlogFA

22.01.2022 2020 Final Lessons Learned // Make hay while the sun shines Countless individuals, families, SMEs, corporates and Governments found themselves with severe liquidity issues during the year. With balance sheets likely to take a decade to clean up, many individuals and organisations were reliant on emergency funding sources as a means of survival. This may have included those having to use a rare early access to one’s superannuation account, or in having to apply for Government... income support benefits for the first time in their lives; all the way through to distressed corporations having to borrow funds at junk rates for emergency working capital. The extent of this desperation could next time be cushioned by holding a prudent pool of savings, liquid investments and cash and cash equivalents for larger organisations; at the ready for a ‘rainy day’ or as aforementioned, the next Black Swan, whenever and however this may take effect. Read on at: http://bit.ly/2020finallessons

20.01.2022 2020 so far; lessons learned. From the perspective of both businesses and individual households, I would suggest that at least five ‘big lessons’ come to mind, summarised by: Digital awareness is no longer optional... Cash is still king Balance sheet strength matters So too does income inelasticity Mental awareness is imperative Grab that espresso and tap the link below to read. https://www.linkedin.com//2020-so-far-lessons-learned-bret

20.01.2022 Starting a new business, whether as an ‘after the kids are asleep side hustle’ or associated with a full scale career re-direction; is likely to be one of the most exciting yet challenging things you may do in your lifetime. No business owner will tell you that everything runs smoothly, however careful planning and implementation is likely to mitigate against many surprises and upsets. This planning starts with a few fundamental questions.... Tap the link to read | http://bit.ly/newbusinessblog

20.01.2022 Thank you Molly, for the kind review.

18.01.2022 "Great things in business are never done by one person. They're done by a team of people!" - Steve Jobs We have a passion for helping businesses succeed through personalised advice and services, tailored to your set of circumstances. For more information on our services, feel free to check out the link below.... www.lantanaprivatewealth.com.au/

18.01.2022 Is your business struggling to keep up with the pace and complexity that COVID presents? Have your technological systems failed and/or come unstuck? Our firm specialises in identifying current and potential bottlenecks and then strategising and implementing solutions for your business. ... Call | (03) 9964 8950

17.01.2022 Introducing our Lantana Private Wealth App. Features include 24/7 access to: - Wealth Reports ... - Budget Reports - Cashflow Track - Financial Calculator - Goal Setting Plus much more! Available on both Apple and Android. For more information, please don't hesitate to get in contact on (03) 9964 8950.

15.01.2022 Our firm handles the investment, taxation and estate planning needs of many retirees. Our 'one stop approach' provides peace of mind - removing the need for clients during their golden years from having to do battle with vast complexity, administrative burden and financial stress. #familyoffice #privatewealth #lantanaprivatewealth

14.01.2022 The current social restrictions can be especially hard to deal with, especially for those living in Victoria. If you need mental health support, you can call a free and confidential service such as Lifeline. Their phone number is 13 11 14. You can also speak with your GP about accessing mental health support services which are paid for by Medicare, under a Mental Health Treatment Plan. This may include 10 or 20 FREE consultations with a psychologist, psychiatrist, GP or ...other eligible allied health worker. For those who are already on this plan and if you have been affected by tighter living restrictions, you may be eligible for an additional 10 consultations (20 total) commencing from 7 August 2020 until 31 March 2020, as announced by the Federal Government. Above all, speak up to a family member, friend or one of the FREE services mentioned above if you are struggling. While recent events have changed the way we live; they will SOON be changing again, for the better. Our office is always here to support any client in need. #helpeachother #mentalhealth #support See more

13.01.2022 Don’t ignore technology. Become comfortable with it and treat it like a friend. https://lnkd.in/gcuqRUH

12.01.2022 Property v Shares | Capital Growth Director & Principal Advisor Brett Jackson compares the two investments types based on a range of different metrics, starting with Capital Growth. ***Warning***... Information is only general in nature. Viewers' individual circumstances have not been taken into account. Always seek professional and tailored advice before making any financial or otherwise related decisions. See more

11.01.2022 Wishing all the amazing men in our lives a Happy Father's Day!

08.01.2022 Brett Jackson | Director & Principal Advisor Before founding the business, Brett provided financial services to an extensive range of client types, including publicly listed companies, Government agencies, small-to-medium sized enterprises, families and individuals. Brett has worked in numerous divisions at Deloitte Australia as well as several boutique advisory firms since 2006. Brett held a leading teaching position at Monash University between 2013 - 2016 inclusive, engag...ed as a Lecturer and Scholarly Teaching Fellow and; being anonymously voted by students as within the top 5% of teaching staff in the overarching Faculty of Business and Economics. Brett takes great pleasure in working closely with each and every one of his clients; with the utmost pride in delivering successful and measurable results. Read on at: www.lantanaprivatewealth.com.au/team.html

08.01.2022 2020 Final Lessons Learned // Black Swans are still alive and well Despite the world being more advanced than ever, with infinite levels of technology, intellectual capital and completed research; this year taught us that we are no more prepared than in past decades to deal with so called ‘Black Swan’ events. Research teams, policy makers nor the likes of Artificial Intelligence, no matter how smart, had the foresight to predict that something as innocuous as a food market w...ould place the world in a state of chaos. Investment markets, the real economy and our social lives as we knew it, were turned upside down in dramatic speed and with devastating effect. From last year and to our first lesson, we should move into 2021 with a much deeper expectation of the unexpected. Read on at: http://bit.ly/2020finallessons

07.01.2022 Lantana Private Wealth is a fully self-licensed and privately owned wealth advisory and professional services business, located in Melbourne, Australia. Since the founding of the firm in 2012, services have grown to receive a number of nationally recognised awards and remain a proven leader in providing bespoke and measurable advice outcomes. The firm prides itself on providing a highly personalised adviser-client relationship; reflected in the fact that the vast majority of ...new clientele come from existing client referral. www.lantanaprivatewealth.com.au

05.01.2022 Based in Melbourne, you can find us located at the Toorak Corporate Business Centre, inside Suite 208, 23 Milton Parade, Malvern. Not in Melbourne? No worries! Thanks to the advancement in technology our services are available and currently utilised by our interstate and international clients.

04.01.2022 Lantana Private Wealth | The Next Breed of Advice Offering: Investment Advice ... Wealth Management Tax Accounting Business Services Tap the link below for more information on our services: www.lantanaprivatewealth.com.au/services.html

03.01.2022 Always have some cash in the bank as you never know what’s around the corner. Tap to read full article | http://bit.ly/2020lessonsblog

03.01.2022 The Dow Jones stock index has just reached 30,000 points for the first time ever, on the back of further confidence in a COVID-19 vaccine and with less political uncertainty in the US. The Dow Jones index represents the largest 30 companies listed on US equity exchanges and interestingly is not based on market capitalisation. Financial market historians will also be aware that the Index was named after Charles Dow and Edwards Jones, past editor of the WSJ and a statistician respectively.

02.01.2022 Starting a new business? Once you have some of the cosmetics out of the way (business name, domain name etc), it’s time to start considering some of the ‘nuts and bolts’ of the internal operations. This starts with identifying your preferred or recommended accounting system. ... Popular choices include Xero, QuickBooks and MYOB. These are different in terms of functionality, third-party integration and cost. There are also many others, including a number of free solutions for those starting out with very limited investment capital (money). Your accountant or bookkeeper will be able to advise which accounting software is the most suitable for your needs.

01.01.2022 R U OK? A powerful campaign. You can never truly know what someone is going through. Whether it be a family member, a mate, a colleague, or even a stranger. One simple conversation can change a life.