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CFL Financial location Level 9, 360 Queen Street Brisbane, QLD 4000
fax CFL Financial 07 3328 8999
phone CFL Financial 07 3328 8988
Email CFL Financial mail@cflfinancial.com.au

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Retirement-in style

Retire in style checklist™

There are a few reasons why Business Owners need a Retire In Style Checklist

If you’re a successful and Motivated business owner, and want to set yourself up for retirement, this guide would be perfect for you. My clients who follow these 3 simple steps live with comfort, security and the peace of mind that financial success brings.

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The Retirement Prosperity Guide™

Make sure you don’t miss out on the Retirement Prosperity Guide

If you’re a busy Professional and you feel like you’re not building your wealth fast enough and you want smarter ways to utilise your cash flow, this guide is perfect for you. Clients who have used our strategies have the peace-of-mind knowing they have a ‘game plan’ for financial abundance.

Avoiding tax scams

Posted on Oct 11, 2015 by CFL Financial

If a tax refund or promise sounds too good to be true, then it probably is. Tax scams can take many forms, such as false emails and text messages, but phone scams are the number one threat in Australia.

Phone scammers usually impersonate an ATO employee and tell the receiver that they owe a tax debt. The scammers may intimidate or threaten the receiver with severe penalties if they don’t pay.

Some scammers will even try to go beyond stealing your money, and will try to steal your identity instead. These scammers are more interested in accessing personal identification data, such as a person’s tax file number, bank account details, drivers licence, or passport number.

The scammer can then use these private details to lodge fake tax returns and keep the refunds for themselves or claim government benefits while pretending to be that person.

Individuals can protect themselves from such scams by simply being aware of what the tax office does to collect information from taxpayers.

The ATO will never ask for an individual’s confidential details or threaten a person over the phone.  The ATO will also never send text messages and emails asking you to enter personal details online.

However, if a call, email or text message seems genuine, it is best to contact the ATO to check whether the correspondence is valid and true.

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Retirement-in style

Retire in style checklist™

There are a few reasons why Business Owners need a Retire In Style Checklist

If you’re a successful and Motivated business owner, and want to set yourself up for retirement, this guide would be perfect for you. My clients who follow these 3 simple steps live with comfort, security and the peace of mind that financial success brings.

Retirement-prosperity-thumbnail

The Retirement Prosperity Guide™

Make sure you don’t miss out on the Retirement Prosperity Guide

If you’re a busy Professional and you feel like you’re not building your wealth fast enough and you want smarter ways to utilise your cash flow, this guide is perfect for you. Clients who have used our strategies have the peace-of-mind knowing they have a ‘game plan’ for financial abundance.

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Email:
Phone: 07 3328 8988
Fax: 07 3328 8999

Office Location:
Level 9, 360 Queen Street
Brisbane
QLD 4000

Postal Address:
GPO Box 2468,
Brisbane,
QLD, 4001

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