Live your today. Plan your tomorrow.

The Financial Planning Association (FPA) recently released a research report providing a snapshot of the money and life issues Australians are facing 18 months since the COVID-19 pandemic started. The COVID-19 pandemic has been a defining event for this generation. People’s livelihoods, social habits and outlook have been irrevocably changed. In Australia, the pandemic has served as a wake-up call to many Australians about how they manage their finances and…  Read more

Audit Insurance

Tax Audit Insurance protects a business from unexpected costs incurred in the event that it is selected by the Australian Tax Office (ATO) for compliance auditing. An audit insurance policy covers the costs of accountants, other professional fees and associated costs incurred in the course of an audit. Increasingly, the ATO are focusing on small to medium businesses and individuals, particularly those with more complex affairs such as trusts, self…  Read more

What is financial planning?

To many people, financial planning is perceived as something only for the wealthy. In fact, financial planning is about having long-term and short-term financial goals and developing a plan to achieve those goals, no matter your financial status. It’s about knowing how to make the most of your money – whether that’s putting a little extra into savings one month or paying off a bit of debt more quickly. The focus…  Read more

Investment briefing webinar: Why investment valuations matter

In October 2021, we collaborated with one of our independent investment partners, Morningstar, to bring you an investment briefing webinar “Why investment valuations matter”. In this webinar Morningstar’s Portfolio Specialist, Clint Abraham explains why current investment markets represent a great value opportunity for investors. As we experience the largest dispersion between value and growth investment styles, Clint outlines why that matters and which industry sectors and countries are exhibiting the…  Read more

Commercial Tenancy Relief Scheme webinar recording

On 28 July 2021 the Victorian Government announced the reintroduction of the Commercial Tenancy Relief Scheme affording protection to tenants affected by the COVID-19 pandemic. Under the scheme, landlords are obliged to provide relief to eligible tenants that have experienced the requisite decline in turnover. Regulations are now in effect and our team has analysed the detail to prepare an insightful webinar outlining everything you need to know. Principal, Chris…  Read more

Still Doing Your Own Payroll? Here’s 3 Reasons Why You Should Stop

At face value, it seems like a great idea. If you’re a small business owner with just a few employees, you probably think that hiring a payroll specialist is an expense that you can avoid. You feel that you can handle it yourself. You have the best intentions to keep your staff paid right and on time. What could go wrong, right? Well, lots actually. Below are the reasons why…  Read more

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