Connecting the Dots | August 2023

Connecting the Dots | August 2023

?? New Workspace in Melbourne

Our Melbourne office is relocating to a more spacious setting which promises not only room for our growing team but also upgraded facilities and beautiful interiors. Anticipate enhanced client interactions and a fresh, inspiring workspace as we make this exciting shift together.?


ATO UPDATE Aug ’23

  • Reasonable travel and overtime meal allowance amounts
  • Avoid schemes targeting SMSFs
  • Valuing fund assets for your annual return

Read More >


Our Vertical-Wise Blogs ????


GDRs: Facilitating International Investment and Capital Mobilization by Financial Planning

GDRs represent a significant step in bridging the gap between domestic and international markets. Read More >


Bookkeeping Mistakes to Avoid by Bookkeeping & OSS

The following compiled list of mistakes that small businesses need to avoid will help you improve your business’s financial position. Read More >


Preparing an error-free tax return and financial statements for business by Business Services

Tax return preparation and financial statement reporting can be a troubling task, especially for individuals and businesses. Read More >


Transfer Balance Account Reporting by Superannuation

Beginning on 1 July 2023, SMSFs will be subject to new requirements for the submission of the TBAR. Read More >


August Highlights ?


Meet our CS Titan For July ????

ROSHAN CARVALHO

In July, Roshan Carvalho, a prominent figure at Carisma Solutions, was celebrated as the CS Titan. He started with the company when it was just a 10-member organization and has witnessed its remarkable growth to a 500-member workforce. From being a Junior Accountant, he now serves as a Group Director, overseeing Business Services and Financial Planning across Carisma Solutions and Purple Quay.

Roshan’s career has been marked by his advocacy for the importance of people in the organization. He handled large delivery teams and provided customized solutions to clients. ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?

Beyond work, he established Table Tennis and Cricket teams within the company, promoting the value of physical activities for personal growth.

Together with his team and the Carisma family, Roshan is committed to the mission "Banyan 2026," aiming for "Happy Associates, Happy Clients, and a Sustainable Business." His diverse contributions have been instrumental in the organization's growth and success.


Stay connected with our Client Success Executives

???? ?? Prasoon Veerath ? ???? ?? Roshan Carvalho ???? ?? Pooja Tattia


To discuss, please contact us?at?(61) 39075 6705?or?write to?[email protected]

Disclaimer:?The Client Newsletter?is issued as a helpful guide to clients and is sent for their private information. You are advised?not to act solely on the basis of the material contained in the Newsletter as changes in regulations?may occur quickly.?

Copyright ? 2023,?Carisma Solutions, All rights reserved.


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