Accounting & Wealth Insights

Living 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.

Thankfully, the new DIV296 tax has been clarified, and we now have some common sense. Let’s explore the key takeaways and their meaning.

There has been no shortage of signals for the global economy. The U.S. Federal Reserve is trimming rates, and Europe remains a patchwork story.

One of the most common questions I’m asked as a business accountant is, “Do I need a family trust for my business?”

It is a topsy-turvy global market as each geographical region balances between easing monetary policies, persistent inflation, and geopolitical pressures.

Inheritance tax. While some countries impose this tax, including the United States, France, the UK, and the Netherlands, among others, Australia, as of today, does not have an official inheritance tax.

The term financial planning frames what I do, helping people plan their financial future, but it doesn’t articulate the strategic process.