Accounting & Wealth Insights

End of calendar year accounting

Doing end of calendar year accounting is a great way to take stock of where your personal and...

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Cost of living increases and your finances

Regardless of your income or the industry your business serves, a spike in inflation to the highest level in...

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2022/23 Budget Commentary

How does the 2022/23 Budget impact you or your business? Find out all of the finer details in this...

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What makes a good accountant?

Posted October 19, 2022 by Marius Fourie - Director & Business Advisor

What makes a good accountant? Is there a hard and fast answer? We discuss the common traits of good accountants and things you should look out for when choosing your accountant.

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Managing cash flow in retirement

Posted October 17, 2022 by Marius Fourie - Director & Business Advisor

Managing your cash flow is a crucial step in retirement planning.

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What is a director identification number?

Posted September 13, 2022 by Marius Fourie - Director & Business Advisor

Company directors can now obtain a unique identification number to prevent the possibility of director identity fraud. Company directors are now required, by law, to apply for a director identification number.

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Short-term vs long-term investing

Posted September 13, 2022 by Marius Fourie - Director & Business Advisor

The investment strategy that is right for you will depend on your personal circumstances, your stage of life and your tolerance for risk. We take the time to understand your situation and life goals to deliver a bespoke investment roadmap.

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What is Single Touch Payroll Phase 2?

Posted August 10, 2022 by Marius Fourie - Director & Business Advisor

Employers have a number of tasks to complete to ensure they are meeting regulatory requirements for their employees and, as of January 1, 2022, these requirements include the switch to Single Touch Payroll Phase 2. Here, we discuss the specifics of this transition.

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Do I need a financial advisor?

Posted August 10, 2022 by Cayle Petritsch - Director & Wealth Advisor

Hiring a financial advisor is a critical step to ensuring your financial future. Many people will ask themselves, do I really need a financial advisor? If you have any money left over each month after paying your bills, you can benefit from financial advice.

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New financial year business budget basics

Posted July 21, 2022 by Cayle Petritsch - Director & Wealth Advisor

The new financial year is the perfect time to prepare your business budget and set the scene for the year ahead. It may seem tedious to gather the information you need to prepare your new financial year business budget, but your efforts will pay off tenfold, guaranteed.

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