Accounting & Wealth Insights

Valuing a business is more than just the dollars in the bank… it includes all your physical assets and intangible elements such as customer loyalty and brand recognition.
These all have significant worth and must be taken into account when determining business valuation.

It’s never too early to plan your estate, because you never know what could happen tomorrow. Regardless of your age, it is worthwhile having a formal plan in place to make sure assets are distributed according to your wishes.

The Treasurer, Josh Frydenberg, delivered the Federal Budget on 6 October 2020. Originally postponed from May 2020 due to the coronavirus pandemic, this Budget has been highly anticipated and here we have a review of its inclusions.

Investing in property is a popular wealth management strategy for many Australians… and with good reason. Property offers some unique tax benefits that you don’t receive with other types of investments.
Implementing a plan to make sure you access all applicable tax deductions should be one of the first actions you take after contracts are signed.

From 28 September 2020, the eligibility tests to access JobKeeper for employers will change, as will the amount of the JobKeeper payment for employees and business participants.
Eligibility for one JobKeeper period does not entitle you to, or exclude you from, payments in another period. Each eligibility period is addressed separately.

Have you thought much about your future? Do you already have a secure financial plan in place that will allow you to retire comfortably and live the life you’ve dreamed? We’ve put together a list of tips that can help you start building your wealth.
By making small changes and developing new habits you can make a massive difference to your financial position in years to come.

No matter how young or how old you are, you can benefit from professional advice when it comes to managing your wealth and finances. Making smart financial decisions at any age, will help create success for your future self.