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Retirement Planning

A life well worked, lived and loved deserves some downtime in its twilight years, and all this is made possible

Self-Managed Super Fund (SMSF)

Self-Managed Super Fund (SMSF) The number of Australians relying on their superannuation to fully replace their income when they retire

Tax Returns

Do you find yourself dreading tax time every single year? Trying to understand your tax obligations can be confusing and

Asset Protection

You’ve worked hard for your assets, but are they adequately protected? Just like you insure your car, your home and

Estate Planning

Do you have an Estate Plan? Perhaps you do, but haven’t updated it in a while, or don’t think you

Rental Properties

Do you own a rental property? Investing in property can be both risky and rewarding. When it comes to tax,

High Net Worth Families & Individuals

Would you consider yourself a high net worth individual? If you have a significant range of assets and investments or

COVID-19

How to Prepare for EOFY As A Small Business

End of financial year (EOFY) has a way of creeping up. One moment business is running as usual and the next you’re trying to pull together receipts, invoices, payroll records and reports you haven’t thought about since last June. The good news is, EOFY doesn’t need to be stressful. With a little planning and an […]

Retirement Planning

What is an allocated pension and how can you access it?

Retirement planning comes with a lot of new financial terminology to learn, and one important concept is the ‘Account-Based Pension’. Understanding how it works, how it’s taxed, and how it fits into your retirement strategy is essential. From an accounting perspective, the key focus is on tax, reporting, and compliance – but these decisions also […]

Are You Eligible For Commonwealth Seniors Health Card

Retirement Planning

Are You Eligible For A Commonwealth Seniors Health Card?

As you approach retirement age in Australia, it’s worth being aware of government concessions that could ease some of your ongoing costs. One such benefit is the Commonwealth Seniors Health Card (CSHC), which provides access to a range of discounts and health-related savings for eligible individuals. As accountants, we often meet clients who aren’t aware […]