Latest Insights

Our blog will only capture a snippet of the knowledge we have to share with you so please subscribe to our newsletter if you would like to know more about a topic that is important to you.

Join Our Newsletter
Investing yourself vs using a financial planner

Investing yourself vs using a financial planner

In a world of amateur investors and ‘fin-fluencers’, it’s important to realise the value of professional advice when investing. This article outlines the key advantages of using a financial adviser opposed to trying to go it alone. – Investing yourself vs using a financial planner.

Business sale: A guide

Business sale: A guide

Selling or closing down a business can be a very emotional time. This article helps to explain some of the more confusing points that need to be addressed whilst selling/closing a business in Australia. – A guide to selling or closing a business.

Avoid a home loan headache

Avoid a home loan headache

This article provides a guide on how to prepare for, and future proof, your home purchase to ensure you avoid experiencing a home loan headache! It also covers a range of actions that can be taken when experiencing mortgage stress. – Avoid a home loan headache.

Digital assets and estate planning

Digital assets and estate planning

This article explains the importance of creating a plan to manage “digital assets” and online accounts after death. It provides examples of what these can include and how valuable they might be to an estate. – Digital assets and estate planning.

Taxing fame: The ATO’s U-turn

Taxing fame: The ATO’s U-turn

Sportspeople, media personalities, celebrities and ‘insta’ influencers beware. The ATO has taken a U-turn on how fame and image should be taxed. – Taxing fame: The ATO’s U-turn.

States move on  property based taxes

States move on property based taxes

The Queensland Government has backed away from an amendment that would have seen the land tax rate for investment property in Queensland assessed on the value of the investor’s Australia wide land holdings from 1 July 2023, not just the value of their Queensland property. – States move on property based taxes.

The post-Christmas blues

The post-Christmas blues

After the adrenaline and excitement of the holiday season is over, many people struggle with the post-Christmas blues. This article describes the symptoms to look out for and discusses ways to reduce the impact so you can start the new year off in a positive way. – The post-Christmas blues.

Avoiding the FBT Christmas Grinch!

Avoiding the FBT Christmas Grinch!

It’s that time of year again – what to do for the Christmas party for the team, customers and gifts of appreciation. Here are our top tips for a generous and tax effective Christmas season. – Avoiding the FBT Christmas Grinch!

The overwhelming cost of Christmas

The overwhelming cost of Christmas

As we head into the holiday season, the overwhelming pressure and strain of spending can take a toll. Here, we take a look at the impacts that the expense of Christmas can have on our mental health and how to enjoy the festive season without going overboard. – The overwhelming cost of Christmas.

Cybersecurity: Can you prevent a hack?

Cybersecurity: Can you prevent a hack?

In the wake of the Optus data leak, legislation before Parliament will lift the maximum fine for serious or repeated breaches of the Privacy Act from $2.2m to up to $50m. But there are no guarantees that even the strongest safety measures will prevent an attack. So, what does that mean for business and their customers? – Cybersecurity: Can you prevent a hack?

Categories

Tags

40-49 50-59 60 and over 2016-17 aged care Age Pension Anti scam arm's length art Asset Finance Asset Management ato Audit Relief backpackers banking banks BAS return black friday BNPL Bookkeeping break-up Broker budget budget 2020-21 Budgeting bushfire relief Business Business advisors Business Advisory Business Assets Finance Business brokerage Business consulting Business Exit Business Finance business grant Business Grants business improvement Business lending business loan Business loans business owner business owners Business planning business sale business success Business Succession business success story Business tips business transition business transition specialists business valuation business value buy your home carer payment cash payments CGT change a life childcare Child Cover Children China christmas Client news Client Success climate change commercial lender Commercial lending Commercial loan commercial loans compensation compliance Contractors Coronavirus Corona Virus cost structure COVID-19 credit card Credit Rating Crisis crypto currency Cryptocurrency cyber monday cybersecurity data breach debt Debt Management deductions defined benefit fund demographics demography Digital Assets investment Director IDs Directors liability Disability disability support diversification divorce dynasty Early Planning early release Economic Update economy Economy update Educational electric cars employee benefits employees entrepreneurs eofy equity ESTATE PLANNING Ethical investment Executor Exit Planning Exit Strategies Exit Strategy family family dynasty family home family office Family trust FBT FBT 2021 FBT 2022 federal budget federal budget 2016 federal budget 2017 federal budget 2020 federal budget 2020-21 FHOG finance Finance advisors finance and loans Finance parenthood Finance Planning finances finance tips Financial Advice Financial advisors Financial Advisors perth financial advisory Financial Business Advisors Financial Contracts Financial freedom Financial Planner Financial Planning financial products Financial resilience financial services financial strategy Financial tips financial year first home Fitness Fixed Rates FPWeek18 Fringe Benefits fringe benefits tax gifting goals Goal Setting government grant Government reforms Government Support Grandkids Grandparents granny flat GST happy employees Health hidden costs holidays Home home equity home loan House deposit house prices housing loan housing market human resources income income protection Income Tax Inflation Inheritance innovation insolvency insurance Insurance for Children Interest Rates investing investment investment approach Investment Finance investment strategies Investment strategy InvisibleMoney InvisibleMoneyGeneration ip IWD JobKeeper JobKeeper 2.0 JobKeeper Payment JobMaker JobSeeker JobTrainer leave legislation Lending Life Insurance lifestyle life tips Loan and Credit Management Loan Insurance loans loans taxation management consulting market downturns Market index medicare levy Mental Health money advice money management money tips Mortgage Mortgage broker Mortgage broker Perth multi-generation family business multitasking National Licence New Adviser Norms New Government New Year Non Fungible Tokens oversea overseas income pandemic Pandemic Leave Disaster Payment parents payday loans PAYG paying off Payment plans Payroll PERSONAL INSURANCE personal loan Personal Wealth perth Perth Accountants perthbusiness Perth Business Advisors Perth Finance Advisors Perth Financial Advisors Perth Tax accountants population growth Private Investment Company productivity professional services property Property investment Property Investment checklist property tax property values Q&A R&D tax incentive recruitment redundancy refinance Renovation resolutions Retirement RETIREMENT PLANNING review your loans Risk score ATO sales salespeople savings Saving tips sensible investment SG sgc Shares SharetheDream sharing economy Single Touch Payroll Small Busin small business smsf Specialisation staff changeover staff retention startup Stimulus Package Stock exchange stp Succession Superannuation Superannuation Management Superannuation Strategy Superfund management Super Guarantee Super management tax Tax 2022 Tax accountant Tax accounting Tax advice Taxation tax changes Tax compliance Tax credit tax deduction tax exemption tax losses Tax management Tax planning tax rate tax refund Tax relief Tax Residency Tax return tax time Terms and Conditions Tips tpd Tradies Trading travel travel tips trust funds ttrp Uber Under 40 useful apps vaccination Variable Rates wage Wealth building Wealth Management wealth planning wealth strategy website domain wfh widow pension wife pension Will execution withdrawal women womenfinancialplanners women having the edge work from home working from home Workplace Workshop

Archives

Join Our Newsletter

Subscribe for insights ​valuable for you, for your family and for your business. Our newsletters also include exclusive invites and discounts to upcoming events, don’t miss out.