Blogs & Resources
Lodging Through a Tax Agent vs DIY: What’s Best for You This Year?
As tax season rolls around, many Australians are faced with a familiar question—should I lodge my tax return myself, or engage a registered tax agent? Both options are viable, but the right choice depends on your circumstances, financial goals, and how confident you...
Cash Flow Mastery: Surviving and Thriving in the New Financial Year
Cash flow is the heartbeat of any business. In today’s climate, mastering it is not just important, it is essential. As we move into the 2025/2026 financial year, Australian businesses, particularly SMEs, are navigating economic uncertainty, rising operational costs,...
Tech Stack Review 2025: Is Your Business Using the Right Tools?
As the new financial year begins, it’s the perfect time for businesses to review more than just their numbers. Your technology stack or the combination of software tools you use to run your business plays a critical role in efficiency, compliance, and long-term...
Division 7A in FY2025–26: Avoiding Tax Traps in Shareholder Loans
If you're running a private company and have extended funds or benefits to shareholders or their associates, Division 7A should be firmly on your radar this financial year. The ATO continues to treat it as a key compliance priority, and with the benchmark interest...
Are Your Books Audit Ready? What the New QMS Standards Mean for Your Business
Here’s why the new standards matter for your business, and how working with a compliant, proactive bookkeeping team helps you stay audit-ready and financially protected. Why It Matters to Business Owners The new QMS standards require bookkeepers to take a risk-based...
EOFY to New FY: Tax Planning Conversations to Have With Your Accountant
As one financial year ends and another begins, many businesses and individuals focus on finalising accounts and lodging returns. But smart financial planning doesn’t stop on June 30—it’s just getting started. The transition from one financial year to the next is the...
Harnessing Innovation to Enhance Efficiency, Accuracy, and Client Experience
Managing change is difficult. Humans have been highly successful at meeting the everchanging external environment. That is why our species dominates the globe. Whilst the primary focus of our business has not changed, we have seen massive change in how we do our work...
Maximising Your Super for Every Stage of Life – Smart Contribution Strategies
We talk about the power of contributions all the time. The following table describes the mix of contributions available to those aged under 75 and who they help the most. We are committed to helping you and your financial adviser to realise your contribution...
Tax Time Is Coming – Are You Ready to Save Big?
As the End of Financial Year approaches, now is the ideal time to take action and make sure you're not paying more tax than necessary. Whether you're a business owner, investor, or employee, understanding what you can claim—and what strategies apply to your...
Key Business Valuation Strategies Every Australian Business Should Know
Knowing your business's true value is essential for making informed decisions about growth, investment, and long-term planning. With evolving market trends and regulatory changes, having a clear understanding of your company's worth can provide a significant...
Estate Planning Considerations in Light of Recent Legislative Changes
Recent legislative updates have introduced significant adjustments to estate planning laws in Australia. These changes may affect how estates are structured, taxed, and distributed, making it essential for individuals to revisit their estate plans to ensure they...
Reserve Bank of Australia’s Monetary Policy Decisions and Economic Outlook
The Reserve Bank of Australia (RBA) held its first monetary policy meeting of the quarter on 1 April and is scheduled to meet again on 19-20 May 2025. These meetings are critical in shaping the country’s economic outlook. The RBA’s decisions on interest rates and...