Rogers Lean & Co

04/12/2025

As 2025 wraps up, our December newsletter is here to keep you informed! Dive into expert insights on tax, superannuation, and financial planning to end the year on a high note. Stay savvy about your finances as we approach the New Year! Check it out now.

04/07/2025

Happy New Financial Year from the Team at Rogers Lean & Co. We wish you a prosperous year ahead!

Also its time for a new monthly newsletter. In this edition, we’ve rounded up a range of helpful updates to keep you informed as we head into the new financial year.

05/06/2025

It's fast coming up on the end of financial year, a time of many tax related questions. In this month's Rogers Lean Newsletter we’ve pulled together some key updates and practical tips to help you stay ahead with your tax and super planning as we head towards 30 June and beyond.

02/05/2025

Stay informed with our Monthly Newsletter! Discover the latest updates, exclusive content, and insights tailored just for you. Our team is committed to delivering valuable information straight to your inbox. This month we're looking at saving money on Capital Gains Tax, setting up your estate tax effectively, and property development tricks and traps!

14/04/2025

Hey it's another monthly newsletter! This month we're discussing Family Trusts, Selling Properties, Transition to Retirement Pensions, Employees vs Contractors and Tax Deductions for Super Contributions.

Have a read at

08/04/2025

The recent Federal Budget was aimed at the upcoming Federal Election and securing votes. Our newsletter has a breakdown of the key issues it addressed. Have a read at

06/02/2025

We are excited to share our February 2025 Newsletter. Inside, you will find important superannuation updates alongside some insights into current ATO areas of concern. Read the full newsletter on our website below.

01/02/2023

Reporting to the partners, this role will involve the assistance in the preparation of financial accounts & ITR's for our business & SMSF clients.

01/02/2023

Do you know of a central coast based accountant tired of commuting or looking for a change?? Let them know we are currently looking for an accountant to join our team. Remuneration based on experience, applications encouraged via Seek

Reporting to the partners, this role will involve the assistance in the preparation of financial accounts & ITR's for our business & SMSF clients.

03/06/2022

June 2022 Client Newsletter is a jam-packed edition features pieces on:

- Year-end tax planning – both from a tax and superannuation perspective. This article details various strategies individuals and businesses can employ to optimize their year-end tax position as we head towards 30 June.
- An ATO warning on the latest tax scam doing the rounds. The ATO has just recently reported an increase in fake websites offering to provide tax file numbers (TFNs) and Australian Business Numbers.
- What the new government has foreshadowed on the tax and super front. This includes support for significant income tax cuts for individuals, a crackdown on multinational tax avoidance, lowering the age eligibility for the super downsizer scheme, and a home buyer subsidy – making it easier to buy your first home.
- The four items under the ATO’s microscope as we head into Tax Time 2022. Record-keeping, work-related expenses, rental income and deductions, and capital gains from crypto are all on the ATO radar.
- How downsizer super contributions can help older individuals provide for their retirement. Contribute extra money to your superannuation after you sell the family home. Did you know you could invest the proceeds of the sale of your family home to your superannuation, depending on your age and circumstances?

11/04/2022

There was a recent budget released to the public (apologies for my delay!) and here is a helpful newsletter which brings you the highlights!

A special budget update version of our Monthly Newsletter ROGERSLEAN-2022 Budget update