Accounting & Wealth Insights

Why you should know your business value

Valuing a business is more than just the dollars in the bank… it includes all your physical assets and...

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It’s never too early to start estate planning

It’s never too early to plan your estate, because you never know what could happen tomorrow. Regardless of your...

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Federal Budget review 2020-21

The Treasurer, Josh Frydenberg, delivered the Federal Budget on 6 October 2020. Originally postponed from May 2020 due to...

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Tax benefits for investment property owners

Posted September 24, 2020 by Marius Fourie - Director & Business Advisor

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.

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JobKeeper 2.0 from 28 September 2020

Posted September 23, 2020 by Cayle Petritsch - Director & Wealth Advisor

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.

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Tips for wealth building

Posted September 21, 2020 by Marius Fourie - Director & Business Advisor

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.

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How a financial advisor is helpful at any age

Posted August 26, 2020 by Cayle Petritsch - Director & Wealth Advisor

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.

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Pay off your mortgage early or invest?

Posted July 29, 2020 by Marius Fourie - Director & Business Advisor

It’s a question that keeps many Australian homeowners up at night. Whilst the idea of paying down your mortgage seems tempting to bringing financial security, investing extra money could be a smarter option to building your wealth in the long run.

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JobKeeper 2.0

Posted July 24, 2020 by Marius Fourie - Director & Business Advisor

If your business currently receives JobKeeper, your arrangements will generally remain unchanged until 27 September 2020. From 28 September 2020, employers seeking to claim JobKeeper payments will need to reassess their eligibility.

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Seven essential tax tips for SME and sole traders

Posted June 25, 2020 by Cayle Petritsch - Director & Wealth Advisor

There’s no doubt tax time can feel like a time-consuming hassle for those running their own business. Here are seven essential tax tips every small business owner, self-employed or sole trader needs to know this EOFY.

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