The ATO have begun contacting approximately 80,000 individuals that they are holding unclaimed super money (USM).
You may receive an email or letter from the ATO advising that they are holding USM for you. If you are contacted you will be asked to claim the USM by transferring it to a preferred super account. The easiest way to do this is via a myGov account linked to the ATO. If you do not have a myGov account you will be asked to set one up.
The ATO currently holds unclaimed money for around 5.38 million accounts with a total value of $3.75 billion as at 30th June 2017. The ATO has a number of strategies aimed at reuniting individuals with their lost and unclaimed super.
If you receive an email or letter and require any assistance please do not hesitate to contact Toni Brunsgard of our office on 9387 5637.
Mark has helped us immensely to understand our financial position, these guys are not just tax agents, they fully understand all aspects of business.
Daniel and his team at Tactica Partners have been taking care of me, my family and my company's accounting needs and I highly recommend him and the team. They've made getting tax done so easy and Daniel is an amazing accountant and extremely thorough and helpful.
…very professional, well prepared and organised. They have given us great business and personal tax advice, offered us good business insights, and more general personal planning advice too.
They continually deliver on all aspects of their service offering. …..we appreciate the substantial assistance they have provided in managing our bookkeeping function and providing proactive tax and accounting advice. We value their ongoing input in helping us strive for continual improvement on our reporting processes and delivery of timely information to our US office.
At last! An accountant who has "not" had a totally successful charisma bypass operation! Sensible and knowledgeable advice. Excellent!
Mark H and Helen have given us wonderful support for our family and business accounting for several years now. When I got my first invoice I grumbled……. not now. We can see the savings and feel the security for ourselves.