Merry Christmas and Thank You

It has been a busy year for us at Coeus Advisers our practice has continued to grow thanks to the support of our clients and business partners. 

This year we welcomed Lynlea Carrodus as a new employee to the firm.  Lynlea previously worked with me approximately 10 years ago and her specialist superannuation and tax knowledge has been invaluable to the practice.

We held our first Federal Budget briefing in May with Westpac, hosting approximately 60 people at the Hamilton Hotel.  Many thanks to Justin Smirk, Senior Economist at Westpac for his insights we look forward to making next year’s Budget briefing bigger and better.

This year we have continued to spend time improving our systems and processes.  We have also started to develop tailored management reporting for some of our business clients and are providing them with current and accurate reporting on the performance of their business.

We have also noticed increased compliance and collection activity from the Australian Taxation Office and remind everyone of the need to keep up to date and accurate records.

Many thanks to Abby, Chrissy, Lynlea and Rebecca for their efforts in supporting and improving the practice we look forward to continuing to work with them in the years ahead.

We will be closing the office at 5pm on Thursday 21st December and will re-open on Monday 8th January.

We trust you are looking forward to a well-earned break over the Christmas season and get to enjoy some quality time with your family and friends.

We wish you all a safe and Merry Christmas.

Brad, Jodie and the Team.

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