Tax

Self-Managed Superannuation Fund (SMSF) checklist – summary

A Self-Managed Super Fund (SMSF) offers individuals more control over their retirement savings, but it comes with significant responsibilities.  This checklist outlines key considerations and requirements to help ensure compliance and effective fund management.   Understanding Responsibilities As an SMSF trustee, you’re responsible for complying with superannuation and taxation laws. This includes meeting reporting and […]

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Managing finances and lifestyle activities during retirement

Retirement is a complex period divided into various phases, each with its own set of financial requirements and lifestyle considerations. Understanding how to budget for each stage can help you make the most of your post-career years.   Pre-Retirement (Ages 50 to 62) Financial Outlook In the years leading up to retirement, you’re still earning […]

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Serving up success: 10 ways accountants can boost hospitality businesses

Accountants play a crucial role in the vibrant and dynamic hospitality industry, supporting businesses such as restaurants, hotels, cafes, and bars.  These businesses often face challenges like tight profit margins, seasonal fluctuations, high staff turnover, and intense competition. Accountants provide strategic insights and actionable advice, making them indispensable partners dedicated to the success of hospitality […]

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Selling your business: key considerations & tips for success

Selling a business is a significant decision that requires careful planning, strategic timing, and expert guidance.  To maximise the value of your business and ensure a smooth transition, consider these essential factors and seek professional advice throughout the process.   Timing Your Sale Choosing the right time to sell is crucial. The best time to […]

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Conquering common fears: how accountants help small business owners thrive

Starting and running a small business is both rewarding and challenging. While the independence and potential for growth are appealing, small business owners often face numerous fears that can keep them up at night.  From financial instability to compliance issues, these fears can hinder growth and success. However, professional advice and support from an accountant […]

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Top 10 questions to ask your accountant and why a strong relationship matters

Having a skilled accountant is invaluable, whether for personal or business finances. Accountants provide clarity, advice, and strategies to optimise financial health and compliance.  Building a close relationship with your accountant fosters trust, ensures tailored advice, and promotes proactive problem-solving.    Below are the top 10 questions you should ask your accountant and why they […]

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The importance of financial advice in living a lifestyle of choice

Life is full of milestones and changes that shape our journey.  Whether it’s starting a family, buying a home, running a business, or retiring, our financial needs and goals evolve over time.  Navigating these transitions while maintaining a lifestyle of choice requires careful planning and expert guidance. This is where the expertise of a Financial […]

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The importance of keeping a vehicle mileage logbook and tips for accurate record-keeping

Maintaining a vehicle mileage logbook is an essential practice for anyone who uses their vehicle for business purposes.  Not only does it help with accurate record-keeping, but it also ensures compliance with tax regulations, provides evidence for deductions, and promotes efficient expense management.  Whether you’re a business owner, a contractor, or an employee who drives […]

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