SerRico: Accounting, Tax & Money Management

02/06/2026

At SerRico Accounting, we help business owners turn their numbers into confidence and clarity.

When your financials are working properly, you’re able to:
• Make decisions faster and with certainty
• Understand what’s driving profit and growth in your business
• Stay ahead of tax and cash flow so there are no surprises
• Feel in control of your business instead of reacting to it

Our role is to simplify the numbers and give you clear insight into what’s really happening in your business—so you can focus on growth, not guesswork.

If you want more clarity, better decisions, and stronger financial control in your business, let’s have a chat:
https://calendly.com/daniel-serrico/intromeeting

01/06/2026

SerRico Accounting | Property Strategy Insight

Where there is change, there is opportunity.

Recent discussions around negative gearing highlight an important point — while tax settings may evolve, the underlying strategy for property investors remains the same: losses from one asset can still be offset against profits from others within a well-structured portfolio.

This is where strategic thinking makes a real difference.

At SerRico Accounting, we help clients look beyond individual properties and instead focus on building an integrated portfolio where each asset plays a role:

• Loss-making (negatively geared) properties can be offset against positively performing investments
• Strong cash-flowing properties help stabilise overall portfolio performance
• Surplus income from positive assets can be reinvested into future acquisitions
• Over time, the goal is to convert property cash flow into ongoing wealth-building capacity

If you already hold positively geared investments, you’re in a strong position — surplus cash flow can become the foundation for your next purchase.

Successful property investing isn’t about a single asset. It’s about how each decision builds momentum for the next.

If you’d like to understand how to structure your property strategy around your existing position, we can help.

👉 Book a time here:

Meeting to discuss how SerRico Accounting can help youhttps://serricoaccounting.au/0412 373 [email protected] us on Social media: https://www.facebook.com/SerRicoGroup/ https://au.linkedin.com/company/serrico https://www.instagram.com/serricogroup/

01/06/2026

💡 End of Financial Year Superannuation Planning (2025–26)

With 30 June fast approaching, now is the time to review your superannuation strategy and ensure you’re making the most of the opportunities available before the end of the financial year.

For many individuals and business owners, small decisions made in the coming weeks can have a significant impact on long-term retirement outcomes and tax efficiency.

Key actions to consider before 30 June:

• Maximise contributions: concessional and non-concessional within the current caps
• Review or establish a salary sacrifice arrangement
• Make personal concessional contributions and ensure a valid notice of intent is lodged
• Utilise carry-forward concessional contributions (if eligible and under the $500,000 total super balance threshold)
• Consider spouse contribution splitting, downsizer contributions, or government co-contributions where applicable
• If starting a pension or SMSF, timing is critical this year and should be planned carefully
• SMSF trustees should also prepare for upcoming valuation requirements and Division 296-related considerations, including cost base resets where relevant

Superannuation planning is not just about contributing more — it’s about contributing strategically, at the right time, in the right structure.

If you’d like to review your position before 30 June, we can help you map out the most effective approach based on your circumstances.

📅 Book a time here:
https://calendly.com/daniel-serrico/intromeeting

31/05/2026

⏰ Did you or will you lodge your Income Tax Returns Late? We can help you!

For many individuals and business owners, lodging income tax returns late might seem like a minor administrative delay — however, it can have real financial and compliance implications.

Here’s what you need to be aware of:

1. ATO penalties apply immediately
Late lodgement can result in Failure to Lodge (FTL) penalties, which increase the longer the return remains outstanding. These are applied per 28-day period and can quickly accumulate.

2. Interest charges may apply
If there is tax payable, the ATO may also charge General Interest Charges (GIC), which compound daily until the liability is cleared.

3. Refund delays
If you are due a refund, lodging late simply delays access to your own money — in some cases significantly.

4. Reduced access to finance
Outstanding tax returns are commonly requested by banks and lenders. Late lodgement can delay home loans, refinancing, and business lending approvals.

5. Loss of compliance standing
Repeated late lodgements can increase ATO scrutiny and may affect your “good standing” profile with the tax office.

6. Missed tax planning opportunities
Lodging late often means missed opportunities to structure tax outcomes effectively before key deadlines.

At SerRico Accounting, we help clients stay ahead of deadlines, reduce stress, and ensure they remain compliant while making the most tax-effective decisions available to them.

If you are behind on lodgements or unsure of your position, it’s important to act early — the longer it is left, the more limited your options become.

📅 Book a time here: https://calendly.com/daniel-serrico/intromeeting

28/05/2026

At SerRico Accounting, we help business owners & investors turn their numbers into confidence and clarity.

When your financials are working properly, you’re able to:
• Make decisions faster and with certainty
• Understand what’s driving profit and growth in your business
• Stay ahead of tax and cash flow so there are no surprises
• Feel in control of your business instead of reacting to it

Our role is to simplify the numbers and give you clear insight into what’s really happening in your business—so you can focus on growth, not guesswork.

If you want more clarity, better decisions, and stronger financial control in your business, let’s have a chat:
https://calendly.com/daniel-serrico/intromeeting

26/05/2026

💼 Focus on What Matters Most

Running a business isn’t just about numbers — it’s about building something meaningful.

At SerRico Accounting, we help our clients stay focused on what they do best:
✔ Running their business
✔ Growing their investments
✔ Spending quality time with family & friends

While you focus on that, we focus on the rest.

We help you navigate current and new tax laws, making sure you’re taking advantage of every opportunity available — without the stress or confusion.

The result?

✔ More confidence in your decisions
✔ More time back in your day
✔ Clear direction on what to do next

Because good advice isn’t just about compliance — it’s about giving you the freedom to live and work the way you want.

If you’re ready for that kind of clarity, book a time to chat:
https://calendly.com/daniel-serrico/intromeeting

24/05/2026

⏰ Need to lodge your tax return? Should have lodged them before the due date?

Understand what lodging late means for you, but we can help.

For many individuals and business owners, lodging income tax returns late might seem like a minor administrative delay — however, it can have real financial and compliance implications.

Here’s what you need to be aware of:

1. ATO penalties apply immediately
Late lodgement can result in Failure to Lodge (FTL) penalties, which increase the longer the return remains outstanding. These are applied per 28-day period and can quickly accumulate.

2. Interest charges may apply
If there is tax payable, the ATO may also charge General Interest Charges (GIC), which compound daily until the liability is cleared.

3. Refund delays
If you are due a refund, lodging late simply delays access to your own money — in some cases significantly.

4. Reduced access to finance
Outstanding tax returns are commonly requested by banks and lenders. Late lodgement can delay home loans, refinancing, and business lending approvals.

5. Loss of compliance standing
Repeated late lodgements can increase ATO scrutiny and may affect your “good standing” profile with the tax office.

6. Missed tax planning opportunities
Lodging late often means missed opportunities to structure tax outcomes effectively before key deadlines.

At SerRico Accounting, we help clients stay ahead of deadlines, reduce stress, and ensure they remain compliant while making the most tax-effective decisions available to them.

If you are behind on lodgements or unsure of your position, it’s important to act early — the longer it is left, the more limited your options become.

📅 Book a time here: https://calendly.com/daniel-serrico/intromeeting

24/05/2026

18/05/2026

“In struggle, you discover your strength.”

The most successful clients we work with aren’t the ones who’ve had it easy — they’re the ones who’ve been tested.

They’ve made decisions, taken risks, learned lessons, and most importantly… taken responsibility for where they are today.

That mindset is what builds real wealth.

At SerRico Accounting, we work closely with individuals who are committed to their future — business owners and investors who understand that success isn’t accidental. It’s structured, intentional, and guided.

They don’t just “have an accountant”…
They build a relationship.

Regular strategy sessions.
Clear direction.
Accountability.

Because when you combine resilience with the right financial guidance — that’s where real progress happens.

Book a time now to chat: https://calendly.com/daniel-serrico/intromeeting

18/05/2026

⏰ Did you or will you lodge your Income Tax Returns Late? What this means for you

For many individuals and business owners, lodging income tax returns late might seem like a minor administrative delay — however, it can have real financial and compliance implications.

Here’s what you need to be aware of:

1. ATO penalties apply immediately
Late lodgement can result in Failure to Lodge (FTL) penalties, which increase the longer the return remains outstanding. These are applied per 28-day period and can quickly accumulate.

2. Interest charges may apply
If there is tax payable, the ATO may also charge General Interest Charges (GIC), which compound daily until the liability is cleared.

3. Refund delays
If you are due a refund, lodging late simply delays access to your own money — in some cases significantly.

4. Reduced access to finance
Outstanding tax returns are commonly requested by banks and lenders. Late lodgement can delay home loans, refinancing, and business lending approvals.

5. Loss of compliance standing
Repeated late lodgements can increase ATO scrutiny and may affect your “good standing” profile with the tax office.

6. Missed tax planning opportunities
Lodging late often means missed opportunities to structure tax outcomes effectively before key deadlines.

At SerRico Accounting, we help clients stay ahead of deadlines, reduce stress, and ensure they remain compliant while making the most tax-effective decisions available to them.

If you are behind on lodgements or unsure of your position, it’s important to act early — the longer it is left, the more limited your options become.

📅 Book a time here: https://calendly.com/daniel-serrico/intromeeting