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Loomis Financial July Newsletter

Welcome the second edition of our July Newsletter.  We hope everyone is staying safe and well with the continued impact of Covid-19 on our communities.

A reminder for those of you with MLC Managed Investment Portfolios, the Annual Tax Statements will be sent out from the end of August.  It greatly depends on the underlying investment fund as to when you receive your Annual Tax Statements.  With external funds it can take as long as November for them to be finalised. 

You may receive your Annual Statements prior to this, however these will not be sufficient to enable your accountant to complete your tax return.

We hope you find the following articles interesting and as always, if you would like to speak with your adviser, please do not hesitate to contact either Tim or Emily at any time.