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Category: Estate Planning

I DARE YOU …. SAY NO TO LIFE INSURANCE
Look your partner in the eye – right now – and tell them you don’t...
COPING WITH REDUNDANCY
COPING WITH REDUNDANCY Being made redundant can turn your world upside down in a heartbeat....
WILL, EPA, POA, EPG, AHD – WHAT ARE THEY AND DO I REALLY NEED THEM?
WILL, EPA, POA, EPG, AHD – WHAT ARE THEY AND DO I REALLY NEED THEM?...
LIFE CAN BE TRAUMATIC – TRAUMA INSURANCE
While most of our clients understand Death, Total and Permanent Disablement and Income Protection insurance...
MONEY DOES GROW ON TREES – DOESN’T IT?? BUDGETING
Budgeting – Now that my kids are old enough to enjoy the pleasures of shopping,...
1 in 3 …. do you like those odds? Life Insurance – worth it?
1 in 3 ….do you like those odds?  Talking about winning Lotto, you probably do! In...

Latest News

Debt enforcement, payday super headline ATO’s 2025-26 plan
The Australian Taxation Office (ATO) has released its 2025-26 corporate plan, outlining key priorities, challenges...
Official Statement – Phishing attempts
We are aware that some clients have recently been receiving fraudulent emails and phishing attempts...
Effective strategies for debtor management
Debtor management is a key component of long-term business success. Poor debtor management can quickly...
Choosing the Best Client Accounting Software for Your Business
Good client accounting software is essential for business growth and improvement. The right software will...
Key Dates – September 2025
September 21: Lodge and pay August monthly activity statement. September 30: Lodge PAYG withholding payment summary...
SMSF property investment: A comprehensive guide
For many investors, a popular way to invest directly in residential or commercial property is...
Super tax still on the table after first parliament session
The first sitting fortnight of the 48th Federal Parliament shed little light on the fate...
Capital gains tax in Australia: what you need to know before you sell assets
Capital gains tax (CGT) in Australia applies when you sell certain assets. Understanding the consequence...
Key Dates – August 2025
August 11: Q4 (April–June) activity statements lodged electronically – final date for lodgement and payment....
Small business tax deductions in Australia: what you can and can’t claim
The small business sector is the backbone of the Australian economy, representing over 95% of...