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HMA Twomey Patterson wins Service Award HMA Twomey Patterson won the prestigious Giraffe Award at the recent 2010 Cootamundra Business Awards Dinner. The Giraffe Award is presented to a business that reaches out and offers exceptional customer service to its clients. HMA Twomey Patterson’s nomination for the award specifically referred to the proactive and personal assistance given to clients to access various forms of drought assistance over recent years. ASIC Annual Company Review Fees ASIC Annual Company Review Fees are now $218 (up from $212) – make sure you pay the correct amount to avoid an ASIC fine. Mentors 4 Youth Team members from both the Wagga and Cootamundra offices have recently been working as mentors in partnership with the Department of Education and Training. After undertaking training they were matched with a student from their local high school where together they developed an individualised plan for engaging the young person with planning a future career path. Mentors 4 Youth: Sally Whitley (left) and Melissa Egbert (right) have found being mentors to Lisa and Taylor very rewarding Investment Property Service HMA Twomey Patterson has a new Investment Property Service whereby we can assist you to buy a new residential or commercial property within 15km of the CBD in our major capital cities. All properties have been well researched, are purchased off-the-plan and offer competitive advantages in the market. We can help you to evaluate a proposed property purchase by conducting detailed cash flow analyses based on your personal situation. We can also provide various financing options. On-line Investment Portfolio Register Have you ever wished that you could access an up-to-date list of your investments, showing current market values and your realised and unrealised capital gains tax position? Our on-line investment portfolio register service enables you to do just that – 24 hours a day, 7 days a week – all from your own home. Your portfolio is updated daily and automatically includes any buys, sells or corporate actions. The portfolio register contains a full investment purchase cost history and is used by many families to record capital gains tax details for ageing relatives. Coolamon Cootamundra Ganmain Harden Wagga Wagga Young September 2010 News More than just Accountants. Business & taxation advisors - Registered company auditors 2010 Cootamundra Business Awards: Kerrie Walsh, Geoff Twomey and Jenny Officer proudly holding the Giraffe Award

HMATP news June10 › files › docs › newsletter sept 2010.pdf · 2010-12-08 · HMA Twomey Patterson wins Service Award HMA Twomey Patterson won the prestigious Giraffe Award

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Page 1: HMATP news June10 › files › docs › newsletter sept 2010.pdf · 2010-12-08 · HMA Twomey Patterson wins Service Award HMA Twomey Patterson won the prestigious Giraffe Award

HMA Twomey Patterson wins Service AwardHMA Twomey Patterson won the prestigious Giraffe Award at the recent 2010 Cootamundra Business Awards Dinner.The Giraffe Award is presented to a business that reaches out and offers exceptional customer service to its clients.HMA Twomey Patterson’s nomination for the award specifically referred to the proactive and personal assistance given to clients to access various forms of drought assistance over recent years.

ASIC Annual Company Review FeesASIC Annual Company Review Fees are now $218 (up from $212) – make sure you pay the correct amount to avoid an ASIC fine.

Mentors 4 YouthTeam members from both the Wagga and Cootamundra offices have recently been working as mentors in partnership with the Department of Education and Training. After undertaking training they were matched with a student from their local high school where together they developed an individualised plan for engaging the young person with planning a future career path.

Mentors 4 Youth: Sally Whitley (left) and Melissa Egbert (right) have found being mentors to Lisa and Taylor very rewarding

Investment Property ServiceHMA Twomey Patterson has a new Investment Property Service whereby we can assist you to buy a new residential or commercial property within 15km of the CBD in our major capital cities. All properties have been well researched, are purchased off-the-plan and offer competitive advantages in the market. We can help you to evaluate a proposed property purchase by conducting detailed cash flow analyses based on your personal situation. We can also provide various financing options.

On-line Investment Portfolio RegisterHave you ever wished that you could access an up-to-date list of your investments, showing current market values and your realised and unrealised capital gains tax position? Our on-line investment portfolio register service enables you to do just that – 24 hours a day, 7 days a week – all from your own home.Your portfolio is updated daily and automatically includes any buys, sells or corporate actions.The portfolio register contains a full investment purchase cost history and is used by many families to record capital gains tax details for ageing relatives.

Coolamon • Cootamundra • Ganmain • Harden • Wagga Wagga • Young

September 2010

News

More than just Accountants.

Business & taxation advisors - Registered company auditors

2010 Cootamundra Business Awards: Kerrie Walsh, Geoff Twomey and Jenny Officer proudly holding the Giraffe Award

Page 2: HMATP news June10 › files › docs › newsletter sept 2010.pdf · 2010-12-08 · HMA Twomey Patterson wins Service Award HMA Twomey Patterson won the prestigious Giraffe Award

AccountingAdvanced Tax Planning

Asset Protection & Business Structures Audit & Assurance

Business AdvisoryFinance

Information TechnologySelf-Managed Superannuation

TaxationWealth Creation

Wealth Protection

HMA Twomey Patterson is an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232. Lending Services provided by Count’s subsidiary, Finconnect Australia Pty Ltd, ABN 45 122 896 477.

Liability limited by a scheme approved under Professional Standards Legislation. Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited. The articles contained in this newsletter are intended for information only and not for advice.

For further information or advice, please contact your nearest office.

Cootamundra ........................................02 6942 1266 Wagga Wagga .......................................02 6925 8377 Young ....................................................02 6382 5011Coolamon ..............................................02 6927 3207 Ganmain ................................................02 6927 6161 Harden ..................................................02 6386 2485

Have you visited our new website? www.hmatp.com.au

2010 Team Development DayWe held our annual Team Development Day at the Cootamundra Arts Centre in July. Our theme this year was “Healthy, Wealthy and Wise”. We enjoyed the entertainment of professional actors role playing real life scenarios with an accounting/financial services theme. We were also motivated by Sally Shipard, Australian Matilda’s soccer star, and educated by presentations from a local doctor and dietician, before embarking on a vigorous hill climb.

Team Development Day: Sally Shiphard signs a Matilda’sjersey for David Hodge as Jenny Officer and Kerrie Walsh look on.

Welcome back to Garret GoringWe are delighted to welcome Garret Goring to our Wagga Business Services team. Garret previously worked in our Cootamundra office and has spent the last few years working on a cattle property in the Northern Territory.

New AdditionsNoah Paterson - Congratulations to Matt, Kellie, James and Lucy on the safe arrival of Noah.Georgia Hall – Congratulations to Matt, Emma and Rubie on the birth of Georgia.

September 2010News

HMA Twomey Patterson - top 15 Count Advisor 2010HMA Twomey Patterson once again achieved a Count Star ranking finishing in the top 15 Count firms in Australia in 2010. This is the fifth consecutive year that HMA Twomey Patterson has achieved Count Star status.