by Paul Thewlis | May 20, 2024 | News
By Peter Richards Many of my new clients are surprised and concerned when they realise that their heirs could be facing a hefty tax bill. But when I explain how simple it is to mitigate this through a cashout recontribution strategy, there’s a visible sense of... 
by Tiffany Wagstaff | Dec 20, 2023 | News
In the competitive landscape of Australian small to medium-sized enterprises (SMEs), sound financial management is not just a practice — it’s the key for success. For business owners, understanding the role of budgeting and expense management in building a... 
by Tiffany Wagstaff | Dec 20, 2023 | News
In recent years, with events like COVID, rising living costs, and global conflicts, many have begun to consider their readiness for unforeseen circumstances, such as illness, job loss, or worse. Ensuring that your family is secure in such situations is crucial, and... 
by Tiffany Wagstaff | Oct 20, 2023 | News
When you own and operate a business, being armed with knowledge provides clarity, increases certainty, and offers a key edge on your competition. While we can’t ask a crystal ball for help in seeing the future, forecasting financial outcomes remains a pivotal... 
by Tiffany Wagstaff | Sep 15, 2023 | News
Do you own an investment property? In case you missed it, the Australian Taxation Office (ATO) is launching a campaign to target owners of rental properties who incorrectly report income and expenses. Data-matching efforts have revealed a tax gap of approximately $1... 
by Tiffany Wagstaff | Aug 23, 2023 | News
In our business world, ‘succession’ doesn’t have quite the same drama or entertainment value as you’ll find on TV, however it is an integral part of your business plan. A thorough succession plan will provide a framework for the smooth transition of your business...