How a financial advisor sets up a fruitful 2026
Accounting & Wealth Insights
What to expect from your business accountant
A business accountant is one of your key allies in business. But what exactly should you expect from your...
Is an SMSF right for you?
Self Managed Super Funds (SMSF) are a popular topic of discussion. It is crucial to determine whether an SMSF...
Global market update – December
Posted December 10, 2025 by Cayle Petritsch - Director & Wealth AdvisorMarkets continue to grapple with mixed signals, with some encouraging and others warranting close attention.
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A year in review – 2025
Posted December 9, 2025 by Cayle Petritsch - Director & Wealth AdvisorOur office will be closed from 12:00 pm on Tuesday, 23 December 2025, and will reopen on Monday, 5 January 2026. Here are few highlights of 2025
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DIV296 Tax: What it looks like today
Posted November 17, 2025 by Cayle Petritsch - Director & Wealth AdvisorI would like to update you on Division 296, a proposed tax targeting large super balances, as it’s evolving in important ways.
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The pros and cons of selling a business
Posted November 17, 2025 by Marius Fourie - Director & Business AdvisorWhen a client approaches me about selling their business, they need to understand the pros and cons of the sale
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Global market update – November
Posted November 6, 2025 by Cayle Petritsch - Director & Wealth AdvisorThe past month brought encouraging news for investors, despite lingering volatility. Overall, we remain cautiously optimistic.
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Starting a new business? It is easier than you think
Posted October 21, 2025 by Marius Fourie - Director & Business AdvisorLiving the independent dream, it sounds unreachable. Over my two plus decades working with small to medium sized businesses I’ve come to understand that the entrepreneurial spirit is alive and well.
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The DIV296 Tax Takeaways
Posted October 15, 2025 by Cayle Petritsch - Director & Wealth AdvisorThankfully, the new DIV296 tax has been clarified, and we now have some common sense. Let’s explore the key takeaways and their meaning.
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