The importance of financial advice in living a lifestyle of choice

6 February

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...[Read More]

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

6 February

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...[Read More]

Understanding estate planning and key legal tools: why legal advice is essential

30 January

Estate planning is the process of organising and managing your assets during your lifetime and determining how they will be distributed after your death.  It goes beyond simply writing a will; it involves making key decisions about property...[Read More]

Aussie-made tax breaks urged to combat forced labour

30 January

The rapid shift to renewable energy should not depend on forced labour to dig up and process critical minerals to make batteries, solar panels and wind turbines, an anti-slavery expert says. Fiona David, creator of the Walk Free Global Slavery...[Read More]

Planning for business activity statements (BAS) and the importance of professional advice

23 January

Business Activity Statements (BAS) are a vital part of financial management for Australian businesses.  They help businesses meet their tax obligations, including Goods and Services Tax (GST), Pay-As-You-Go (PAYG) instalments, and other tax-related...[Read More]

Tax changes ruled out as treasurer launches food fight

23 January

The treasurer has poured cold water on any new taxes, saying Labor is focused on targeted cost of living relief. Asked whether Labor would bring any new taxes to the upcoming federal election, Jim Chalmers said, “no, our focus is on the tax...[Read More]

4 great reasons to hire a bookkeeper

9 January

 Did you ever hire a bookkeeper to help you keep track of your expenses and tax obligations? If not, find out why now may be the best time to do so. Bookkeeping is an essential component of any organisation. To focus on other tasks, such as...[Read More]

Find out about obtaining shares and what tax deductions you can claim

16 January

You can obtain shares in several ways, most commonly by buying them. You should keep track of your share transactions so you can claim everything you’re entitled to and work out your tax accurately.   You can obtain shares through: Buying...[Read More]

Estate planning: living your best life without regrets

16 January

As you approach the golden years, it’s essential to not only enjoy the life you’ve built but also to plan wisely for the legacy you leave behind.  Estate planning is not merely about drafting a will or dividing assets; it’s about ensuring...[Read More]

Oliver’s insights – More volatile and constrained – the macro investment outlook for 2025

16 January

Key points 2024 was another strong year for investors with shares up strongly on the back of better than feared growth & profits and global central banks cutting rates. Volatility was low and balanced growth super funds returned around 11%. 2025...[Read More]

Investment markets and key developments – Weekly market update 10/01/2025

16 January

Soft week for share markets to begin the New Year as bond yields moved higher, economic data mostly good and in line with moderate inflation and reasonable economic activity.   Global share markets have had a muted start to 2025. US equities...[Read More]

Steps to take if you can’t afford your mortgage repayments

9 January

Owning a home is a significant milestone. However, the financial responsibility of mortgage repayments can be daunting for some homeowners. In times of financial difficulty, it’s essential to find ways to manage your mortgage and avoid defaulting...[Read More]

Ethical investing: what types are there plus the pros and cons

9 January

Ethical investing has been gaining prominence over the last few decades. Find out what makes it an attractive investment strategy in this post.   The investment technique known as ethical investing prioritises the investor’s moral, religious and...[Read More]

Starting a business after retirement: turn your passion into profit

9 January

For most people, retirement is a time to kick back, relax, and enjoy the fruits of their labour. However, it’s not uncommon for some to realise they cannot afford the retirement lifestyle they envisioned. Boredom can also set in, so you might feel...[Read More]

5 simple things to do as you plan for the year ahead

2 January

People typically associate the new year with hope — a time for fulfilling plans, whether those are financial, personal or professional. The past year is finally over and you can now look forward to what the new year has in store. While it’s also...[Read More]