The Jones Middleton Bizmentor Team

The members of our team can be contacted via E-mail by clicking on the appropriate address. Alternatively you may prefer to use the generic address jm@jonesmiddleton.com.au
or may prefer to phone or fax.

	Brian Middleton Director brian@jonesmiddleton.com.au		Lance Jones Senior Accountant lance@jonesmiddleton.com.au
	Beth Dowling Senior accountant beth@jonesmiddleton.com.au		Sherie Howard Consulting Accountant & Financial Planner sherie@jonesmiddleton.com.au
	Lauren Gallagher Office lauren@jonesmiddleton.com.au		Sarah St Pierre Accountant sarah@jonesmiddleton.com.au
	Tamara Stanley Bookkeeper ts@jonesmiddleton.com.au		Wendy Lesyk Client Liaison Manager wendy@jonesmiddleton.com.au
	George Teasdale IT Manager george@jonesmiddleton.com.au

Nearing Retirement? a special message from Sherie

Now is a great time for people who are nearing retirement to consider transferring assets to superannuation, thus putting them into the low tax regime. It is a great time for this because low market values can potentially reduce the capital gains tax bill. Sherie Howard is a qualified financial planner (Diploma of Financial Planning) whose aim is to develop lifetime plans for clients by clearly understanding their personal situation and financial goals. Her knowledge in the areas of wealth, retirement and superannuation equips her well to deliver superior strategies in line with the objectives of her clients.
Appointments with Sherie can be arrangedby phoning 9757 2300.