Managing Finances and Lifestyle Activities Across the Four Phases of Retirement

2 November

Retirement is a complex period divided into various phases, each with its own set of financial requirements and lifestyle considerations. Understanding how to budget for each stage can help you make the most of your post-career...[Read More]

Farm Succession Planning: Balancing Financial and Emotional Aspects for Generational Transition

28 September

The Challenge Facing Farm Owners  The complexity of farm succession planning extends beyond mere financial transactions. For farm owners, navigating the transition of a generational asset such as a farm is both an economic and emotional endeavour....[Read More]

The importance of personalised advice in navigating ambiguous information

31 August

In an era saturated with information, the need for personalised advice tailored to an individual’s unique financial situation is paramount. Whether it’s in the business world, investment markets, or personal finance, we are bombarded with advice...[Read More]

5 advantages of home ownership

24 August

Your decision to purchase a new house is a significant life event, and the thought of becoming a homeowner might be a little intimidating. However, homeownership brings with it several advantages, including the freedom to design your home as you...[Read More]

Steps to Building an Emergency Fund and Why You Need One

15 June

Life is unpredictable, and financial surprises can arise when you least expect them. This is where an emergency fund comes in. This financial safety net is designed to cover unexpected expenses, like car repairs or medical bills, or provide support...[Read More]

End of financial year tax tips

1 June

July 1st is fast approaching, and we all know what that means. Yes, it’s tax time. Unfortunately, filing taxes can be a laborious, frustrating, time-consuming, and somewhat overwhelming process for some of us. However, for others, filing their...[Read More]

Higher taxes to hit multimillion-dollar super balances

1 March

Superannuation balances above $3 million will be taxed at a higher rate as the Albanese government hunts for opportunities to improve the budget bottom line. The changes won’t come in for another two years and will apply to about 80,000 people in...[Read More]

Why is it important to discuss inheritance planning with your family

4 February

While most people write wills, very few families discuss inheritance. Parents avoid discussing inheritance planning with their children due to the subject’s sensitivity. However, avoiding the conversation does more harm than good. For example,...[Read More]

Top 5 advantages of home ownership

29 December

Your decision to purchase a new house is a significant life event, and the thought of becoming a homeowner might be a little intimidating. However, homeownership brings with it several advantages, including the freedom to design your home as you...[Read More]

Wills and Estates

8 December

The significance of choosing the appropriate structure to make the protection and maintenance of your assets possible cannot be overstated. This is necessary regardless of whether you have acquired your fortune on your own or through inheritance. In...[Read More]

Seven tax planning strategies for small business

19 October

Tried-and-Tested Tax Planning Strategies for Small Businesses Every dollar counts in business, especially for small enterprises. Therefore, you need to find ways to minimise your tax liability in addition to optimising income or profit. With a small...[Read More]

3 tips to grow your superannuation

29 September

Retirement is a period most people eagerly anticipate. It’s that wonderful stage of life when you can finally unwind and spend your time as you please. You can even spend retirement focusing on the businesses you’ve been planning and have put...[Read More]

The importance of Single-Touch Payroll

15 September

Do you know what single-touch payroll (STP) is? Most likely, you’ve encountered the term, especially if you own a small business in Australia where STP is mandatory. This requirement applies even to companies employing just a single staff member...[Read More]

4 Essential considerations before buying a rental property

25 August

You can take a step toward building your wealth seriously by buying a rental property whenever you’re ready with the funds. If you commit to this now, you can benefit from passive income for many years as your investment generates consistent...[Read More]

How cloud accounting can help make your business better and more efficient

18 August

Does your company still use desktop software or spreadsheets for accounting tasks? If so, then it could be time to upgrade to a cloud-based accounting system. In comparison to on-premises solutions, cloud accounting for small businesses offers...[Read More]