Financial Planning

Will and Estate Planning
Understanding CGT when you inherit Receiving an inheritance is always welcome, but people often forget the tax man will take a keen interest in their good fortune. Read more
Bookkeeping - taxes
Make selling your business less taxing Selling a business you have spent so many years building up can be a difficult process, but getting the best price is not the only consideration. Tax has a big role to play in the financial result.

That means the ATO will be paying close attention. Selling a business is considered as disposing of an asset, so it triggers a capital gains tax (CGT) event.

If your sale isn’t handled correctly, you could find yourself on the receiving end of a hefty tax bill and a lot less profit than you expected. Read more
Australian money
Cash is king in a crisis Most of us understand the importance of saving for a rainy day, but sometimes it takes a crisis like the current pandemic to make us act on it. Read more
mental health
Maintaining your mental health through the pandemic The COVID-19 pandemic has shifted our day-to-day lives in a dramatic way. One of the biggest changes to come from this period, was a transition to working from home for many people. Read more
housing market - money
Housing market: shaken but not stirred With Australia in a COVID-induced recession, residential property is not immune to falling economic activity. Yet housing prices are proving surprisingly resilient. Read more