Finance
Top 5 tax issues small business owners face – and why professional advice matters
25 September
Running a small business is rewarding, but it comes with plenty of challenges—particularly when it comes to tax. Many owners underestimate how complex the tax landscape can be, and mistakes can prove costly. Seeking advice from both an...[Read More]
Achieving your big picture with the guidance of a financial adviser
25 September
From the time we are young, each of us begins to paint a vision in our minds of the life we want to live. Some dream of the traditional “Australian Dream” — owning a home, raising a family, and enjoying a secure future. Others may picture a...[Read More]
Oliver’s insights – Medium term investment returns face five key constraints
24 September
Key points Five mega trends still point to risks of a more inflation prone/lower growth environment than pre-pandemic. These are: a move away from economic rationalist policies; the reversal of globalisation; rising geopolitical tensions; climate...[Read More]
Creative types say give us a tax break, for art’s sake
24 September
A punter betting on the Miles Franklin literary award gets to enjoy their windfall tax-free, unlike the winning author who pays a significant chunk of their $60,000 prize. The same is true for many prestigious arts awards, such as the $100,000...[Read More]
Managing debt: the key to conquering It
18 September
Confronting debt can be an overwhelming and stressful experience. Balancing daily living expenses while keeping up with loan repayments is a challenging task that can affect both your financial and emotional well-being. Nevertheless, with a...[Read More]
Oliver’s insights – Gold at record highs – can it keep going? Implications for investors
18 September
Key points  The gold price has surged to record highs. Key drivers have been central banks increasing their gold reserves, rate cuts, a renewed downtrend in the $US and demand for a hedge against public debt worries and geopolitical...[Read More]
Keep electric car tax cut, remove pollution instead
17 September
Extending a tax cut for electric cars until 2035 could put another 1.5 million motorists behind the wheel of a low-emissions vehicle and significantly cut transport pollution, a study has found. The government could also fuel the supply of...[Read More]
Top 5 tax minimisation strategies for business owners
11 September
Running a business involves more than just generating revenue—it also means managing your tax obligations effectively. For many business owners, tax is one of the largest ongoing expenses, and without a considered approach, you could be paying far...[Read More]
How to approach wealth transfer and estate planning: key considerations
11 September
Transferring wealth across generations is about more than just handing down assets—it’s about ensuring your legacy is managed and preserved in a way that reflects your values and intentions. While the process can seem complex, thoughtful...[Read More]
8 Ways to invest using an SMSF
11 September
A Self-Managed Super Fund (SMSF) offers individuals greater control over their retirement savings, allowing them to choose a variety of investment options. To maximise long-term returns and financial security, it is essential to understand the...[Read More]
Investor profiles: the key to smarter financial decisions
11 September
When it comes to investing, one size does not fit all. Every investor has unique goals, financial circumstances, and risk tolerances. This is where investor profiles come in. An investor profile is a structured assessment of a person’s financial...[Read More]
Oliver’s insights – Australian growth on the mend – implications for profits and interest rates
11 September
Key points Australia is seeing a gradual economic recovery with growth likely to reach 2.5% next year. This in turn is underpinning a likely upswing in profits. The RBA is expected to cut again in November, February and May to 2.85%, although the...[Read More]
Handy tax time tips for sole traders. Avoid these common mistakes and get it right this tax time.
10 September
We know small businesses work hard to get their tax and super right, however we understand mistakes can still happen. If you’re a sole trader, you can get ahead this tax time by avoiding these common errors: Not reporting all income – this...[Read More]
How retirees are funding adventure and staying active on the road
21 August
After years of dedicated work, countless hours spent behind a desk, or on the road, retirement for many Australians marks the beginning of a new chapter. Â No longer tied to the clock, retirees have the freedom to explore, create memories, and seek...[Read More]
The way to happiness and success in both life and work
21 August
Happiness and success are deeply intertwined but aren’t always the result of material gains or high-status positions. Instead, a fulfilling life and career stem from aligning your values, passions, and actions in ways that promote well-being and...[Read More]