Oreon Partners

Can fees for financial advice be a tax deduction? Yes, and the ATO has provided additional clarity around the deductibility of upfront and ongoing fees. https://loom.ly/6OmeirE

If you want your loved ones to inherit your super, here’s one step you cannot skip. https://loom.ly/pfIakQI

Our SMSF experts, Desi Daoulas and Kimberley Ross, have been in Melbourne this week for the SMSF Association National Conference. With collaboration as the key theme, they’ve enjoyed connecting with fellow SMSF professionals and exploring how strategic integration across professions leads to even better outcomes for our clients. #NC2025 

Nothing beats good pizza, great company, and a drink or two after work! The Oreon Partners Social Club recently headed to Victoria Park Social Club for a well-earned catch-up. It’s always great to take a break, connect with colleagues outside of work, and wind down together.

Did you know there are rules allowing superannuation to be used to provide financial support in several situations? While there is comfort in knowing it can be accessed, it’s important to speak to your advisor to be sure it’s your best option. https://loom.ly/Y7b-JqM

In an attempt to identify people who haven’t properly disclosed their rental income or accounted for capital gains tax, the ATO will soon collect rental bond details. We’ll be happy to review your information to ensure proper reporting. https://loom.ly/8fs2lMU

Is your super working hard for your future retirement? Here’s a look at the changes coming in 2025. Now is a good time to sit with your financial advisor to ensure you have the best plan possible. https://loom.ly/bYfTXo0

Our client Kate Brooks had a vision - to create an off-grid retreat nestled along the stunning Coorong coastline. Today, that vision is reality. With custom-built KipPods, unique wildlife experiences, and an inspiring Artist-in-Residence program, Coorong Life has become a peaceful escape for guests and a valuable part of the local community. Read more about her journey in our client success story below.

Have you ever wondered how your super balance compares to others in your age group? Or maybe you’re curious about how much you should have saved by now to ensure a comfortable retirement? It’s not always easy to figure out if your super is on track, but understanding how it stacks up can help you make smarter decisions now that will benefit you later. https://loom.ly/SdBn480

Are you ready to join a team of professionals dedicated to delivering exceptional results for their clients while building lasting relationships? Oreon Partners is seeking a full-time Business Services Assistant Manager to join our team. In this role, you’ll oversee a diverse portfolio of clients, supervise a small team of accountants, and prepare to take the next step into a Manager position.   If you are CPA or CAANZ qualified, with at least six years of experience in an accounting practice, we’d love to hear from you. Visit the Careers section of our website to learn more about this opportunity.