Accounting & Wealth Insights

Global market update – December

Markets continue to grapple with mixed signals, with some encouraging and others warranting close attention.

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A year in review – 2025

Our office will be closed from 12:00 pm on Tuesday, 23 December 2025, and will reopen on Monday, 5...

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DIV296 Tax: What it looks like today

I would like to update you on Division 296, a proposed tax targeting large super balances, as it’s evolving...

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The pros and cons of selling a business

Posted November 17, 2025 by Marius Fourie - Director & Business Advisor

When 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 Advisor

The 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 Advisor

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.

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The DIV296 Tax Takeaways

Posted October 15, 2025 by Cayle Petritsch - Director & Wealth Advisor

Thankfully, 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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Global market update October

Posted October 3, 2025 by Cayle Petritsch - Director & Wealth Advisor

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.

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The value of a family trust to your business

Posted September 12, 2025 by Marius Fourie - Director & Business Advisor

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

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Global market update September

Posted September 9, 2025 by Cayle Petritsch - Director & Wealth Advisor

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

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