Savi Advisory

25/09/2025

We are pleased to announce our relocation to a new address!

We have settled into our new premises, conveniently located alongside our colleagues at Freeman Family Law. We invite you to visit us at Shop 7/217 Point Nepean Rd, Dromana, 3936. 👋

Do you need a tax agent to look at your returns this year? Stop by and chat!

20/07/2025

Save the date! The wonderful Point Nepean Heritage Motor Show is on again this year, Sunday 2nd November 2025. Organised by the very fabulous members of the Rotary Club of Sorrento, this is a very special event on this amazing event, with food, coffee, live music and of course an incredible array of vintage and classic cars, and it runs like a well-oiled Ferrari! Keep an eye on their page at Point Nepean Heritage Motor Show for updates. Proceeds support the club's charity projects - one of which is our very own SPLaSh program, which has had amazing support through Rotary Club of Sorrento and the motor show for the last few years. We are so grateful for the hard work and effort the Rotarians put in to raising funds and ensuring a great day out for all.

Entries are open now! Register as an individual or a club, see their page for more info.

15/07/2025

📦✨ We've Moved! Big news, Savi Advisory has officially settled into a brand-new space!

📍 New Address: Shop 7, 217 Point Nepean Road, Dromana (with Freeman Family Law and Tick Box Property Pty Ltd).

From 15 July 2025, you'll find us just around the corner from our old Pier Street location, same dedicated team, fresh new home!

👋 Drop by to say hi, check out the space, and let’s catch up about your personal and business tax returns. We’d love to see you!

09/07/2025

🧾 Are you tax ready? Your strategy for last financial year could be the key to unlocking a bigger refund. Don’t leave it to chance.

Whether you're:

✅ Claiming deductions
✅ Reconciling expenses
✅ Making sure the numbers add up

Now’s the time to take control. A clear plan today means less stress tomorrow, and potentially more in your pocket.

💼 Speak to us about how to get sorted.

18/04/2025

🌸 Join Sorrento Beachside Visitor Information Centre for the Ladies Luncheon – A Charity Fundraiser for Southern Peninsula Community Support 🌸

We invite you to a truly special afternoon, full of connection, inspiration, and impact. 💫

SPLaSh for Women is a charity fundraiser hosted by Sorrento Beachside Tourism in support of Southern Peninsula Community Support, focusing on women who are experiencing homelessness. Your attendance will directly support vulnerable women in our community, providing them access to safe shower and laundry facilities, a crucial step toward regaining dignity and independence.

Event Details: 📅
Date: Wednesday, 4 June 2025
⏰ Time: 12:00 PM arrival
📍 Location: RACV Cape Schanck Resort
🎟️ Tickets: $98.00 per person
(Includes a welcome glass of bubbles & a 3-course meal)

Why Attend? ✨
Your support will make a real difference to the lives of women in need.
✨ Enjoy a 5-star dining experience at the beautiful RACV Cape Schanck Resort.
✨ Connect with incredible, like-minded women who are passionate about supporting our community.
✨ Hear inspiring stories from the on-the-ground workers who are making a change.

This event is more than just a lunch—it’s a chance to make an impact in the lives of women in need. 💙

👉 Tickets are limited—don’t miss out! Secure your place today and help us make a lasting difference!

https://www.trybooking.com/events/landing/1384509

01/04/2025

✨ 2025 Budget Highlights ✨ 💸 Tax Cuts Are Coming Your Way! By 2027-28, a typical worker will save $536 more annually compared to 2024-25. Combined with earlier cuts, that’s over $2,190 in yearly savings! Plus, taxpayers will keep an average of $50 extra in their pockets each week. For incomes between $18,201 and $45,000, the tax rate drops from 16% to 15% in 2026, and down to 14% in 2027—helping your money go further!

⚡ Energy Relief Bill rebates continue with $75 for households and small businesses twice in 2025, and up to $150 in savings for small businesses.

🏥 Medicare Boosts Bulk billing becomes easier, urgent care clinics grow, and affordable healthcare gets a funding push.

🏠 Housing Support Faster home construction methods and more help for apprentices in housing trades are on the way.

🎓 Investing in Education Universal early childhood education, permanent Free TAFE, and public school funding get a major boost.

🌿 Going Green Big investments in clean energy and sustainable economic growth.

🤝 Equality Matters Tackling gender-based violence, supporting First Nations communities, and improving disability services.

Want to know more? Contact us through our website—https://www.saviadvisory.com.au/ ! Disclaimer: This information doesn’t constitute advice. Seek guidance tailored to your situation.

04/02/2025

We had a very furry client join us for his tax return today.

He wanted to deduct his dog bones, collar and dog bowl. He was a very good boy; we would be very happy to have him back anytime.

31/01/2025

A wonderful cause .. and there’s chocolate! 🐨

14/01/2025

Please support if you can - fabulous prizes 🥰

🚨 RAFFLE ALERT! 🚨

🎉 Win Incredible Prizes & Support Your Local Community! 💙

Our wonderful friends at Sorrento Beachside Visitor Information Centre are holding a raffle to raise money for our organisation.

Here’s your chance to WIN BIG while making a real difference for families and individuals in need across the Southern Peninsula!

Every ticket you buy helps fund the essential work of Southern Peninsula Community Support, providing life-changing assistance to those doing it tough. 💪

📅 Raffle Drawn: 26th January – Don’t miss out!
🎟 Get your tickets now and show your support!

👉 Scan the QR code or click https://www.raffletix.com.au/spcsic to grab yours today!

GOOD LUCK 🍀

14/01/2025

Selling property in Australia? Don't forget your clearance certificate!

Australian residents must provide this certificate to avoid having up to 15% of the sale price withheld for foreign resident capital gains tax. Stay informed and ensure a smooth transaction by applying early.

Find out more here: https://www.ato.gov.au/individuals-and-families/investments-and-assets/capital-gains-tax/foreign-residents-and-capital-gains-tax/foreign-resident-capital-gains-withholding/australian-residents-and-clearance-certificates

24/12/2024

🎄 Holiday Closure Notice 🎄

Please note that we'll be closed from December 24, 2024, to January 13, 2025. We'll be back to business as usual on January 14, 2025.
Wishing everyone a safe and joyous holiday season! 🎉

Warmest regards,
The Savi Advisory Team

23/12/2024

A recent Reuters survey of 44 economists suggests we won't see a cut in Australia’s official interest rates until mid-2025. This is a change from earlier predictions for early next year.

Experts are pointing to a strong job market and the RBA’s focus on core price pressures as reasons for the delay. Even though headline inflation is back within the target at 2.8%, underlying measures are still a concern. If you would like to learn more visit: https://www.thenewdaily.com.au/finance/finance-news/2024/12/10/reserve-bank-interest-december-2024?ahe=2a7aecaedcc82a108e2c5b93de25b27274c79a160326f340a577d15a31780c55&acid=2376946&utm_campaign=News%20Alert%20-%2020241210&utm_medium=email&utm_source=Adestra&lr_hash=