Home' The Great Southern Star : June 21st 2016 Contents “THE STAR” Tuesday, June 21, 2016 - PAGE 21
TAX time 2016 has arrived and as always
the past year has seen many changes to
the tax laws.
The friendly staff at Williams, Edwards & Find-
lay (WEF) are ready to assist with these changes and
the preparation of your individual, partnership, trust,
company and SMSF annual returns.
WEF is a locally owned CPA accountancy firm
in Korumburra with a significant and diverse client
base from around Victoria.
Their services include accounting and taxation,
business advisory, GST support, self-managed su-
perannuation funds and financial planning.
WEF consists of four partners Greg Edwards,
Donna Wilks, Barry Wyatt and Jesse Last as well as
friendly staff who possess a broad range of knowl-
edge and life experience to assist clients with their
Greg is a CPA member and an authorised repre-
sentative of Count Financial Group, and has been
with the firm for more than 20 years.
Clients benefit from his vast wealth of knowl-
edge and years of experience.
Donna is a CPA member, an authorised represen-
tative of Count and has been with the firm for five
She enjoys working with small business clients
to understand how their business is performing,
comply with their taxation obligations and achieve
Barry is a CPA member who has been with the
firm for nine years.
He has assisted businesses with acquisition
and start up, as well as supporting established
He is a certified Sage One advisor as well as
having experience with other major accounting pro-
grams such as Xero, MYOB and Reckon.
Jesse has been with WEF for four years; he is an
associate member of FPA, a Count Representative
and has been a financial planner for 12 years.
Specialising in financial planning, he can assist
clients define and achieve their long and short term
WEF offers a free financial health check with
Jesse to discuss:
• income protection and life insurance;
• business lending and leasing;
• estate planning; and
The four partners (Greg, Barry, Jesse and Donna)
have complementary skills to ensure WEF has all
So whether you’re a business operator, an em-
ployee, a single parent or looking at retirement, Wil-
liams, Edwards & Findlay in Korumburra can help
with your accounting and taxation requirements and
assist you plan for a secure financial future.
WEF offers flexible appointments including:
Saturday mornings, after hours, and appoint-
ments conducted at your personal/business premises
Student and apprentice discount rates are avail-
To book an appointment please call us on 5655
2311 or email email@example.com.
Counting on: from left, Donna Wilks, Barry Wyatt, Penny Whiteside and Melissa Whelan,
at Williams, Edwards & Findlay, Commercial Street, Korumburra will make preparing your
tax returns – one of many services available - as easy as A, B, C.
Financial health returns
THE Australian Tax Office is encour-
aging rental property owners to check
out the information on its website to get
their claims right.
Assistant commissioner Graham Whyte said tax
time can be tricky for rental property owners.
“The best place to find out what you can claim
and which records you’ll need is on our website. We
also have some how-to videos as well as a compre-
hensive rental property guide,” he said.
“I’d also remind rental property owners and any-
one who wishes to prepare their own tax return they
can now lodge online with myTax – the quick, easy,
safe and secure way to lodge online.”
Mr Whyte said the ATO would be paying close
attention to excessive interest expense claims and
incorrect apportionment of rental income and ex-
penses between owners.
“We are also looking at holiday homes that are
not genuinely available for rent and incorrect claims
for newly purchased rental properties,” he said.
“If you are claiming deductions for your rental
property, be sure to include all your rental income
and make sure your property was genuinely avail-
able for rent when the expense was incurred.
“You must also make sure to apportion any de-
ductions to take any private use into account, and
you must have records for the claims you make.
“The ATO’s ability to identify incorrect rental
property claims is becoming more sophisticated due
to enhancements in technology and the extensive
use of data.”
Landlords, claim correctly
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