Acquiring and growing wealth takes a lot of determination, skill, and ambition. In order to maintain your family’s wealth and preserve your legacy for multiple generations, you need a professional family advisor with a holistic, multi-disciplinary approach to wealth management such as O’Brien Accountants and Advisors. In this article, we will discuss what a family advisor is and how family advisory services can help.   What is a Family Advisor?…  Read more

The turn of the year usually prompts most people to think about some business planning for the year ahead. Here are some tips to make the planning more productive. Get your team involved Business planning works best when it’s a team effort. Involve your key staff and your advisors, such as your accountant, your mentor (if you have one), and others who can contribute meaningfully to the planning, such as…  Read more

When was your last financial health check? A financial health check is a great opportunity to set things in order, re-group and look back to ensure your finances are on track, and of course to re-balance and plan for the months ahead. Best practice around reviewing your finances begins with a calculation of your net worth. Save this somewhere so it’s easily accessible next year, and you will have a…  Read more

Now & Next, the quarterly newsletter published by Count Financial, is designed to give you valuable insights into a range of different topics affecting your financial situation – both now and in the future. Welcome to the Summer edition… Stories include: Super changes heading into 2022 Most changes to superannuation happen at the start of every financial year on 1 July. But there are still changes happening at other times…  Read more

Business directors to obtain compulsory director ID number from November. In its 2020 Budget Digital Business Plan, the Australian government announced the full implementation of the Modernising Business Registers (MBR) program. The program is designed to both establish the new Australian Business Registry Services (ABRS), and enhance how businesses register and manage their information with the government. Although the ABRS rolls out progressively between 2021 and 2024, one of the…  Read more

From 1 November 2021, if you have a new employee start, there is now an extra step to comply with if they don’t choose a super fund. Previously when your employee did not choose a superfund, you were required to pay their super to the default superfund. From 1 November, this is changing. If your employee does not choose a superfund, you will be required to check with the ATO…  Read more