Latest Blog Posts
Helping businesses to grow & improve cashﬂow.
Are your parents getting older?
Successfully transitioning between in-home care services, retirement villages and full-care accommodation is all about making timely, well-informed decisions.Buying, selling and moving house are among the most stressful times in life. Even more so when you are retired and your health begins to decline, along with your financial assets. Read More
Do you have a share portfolio in your name but want to build your Superannuation Balance? It is possible
Contributing shares to your SMSF
What you need to know
Many investors have a personal share portfolio. When it comes to your SMSF, did you know that you can contribute more than simply cash? You are also able to contribute listed shares.
The Nitty Gritty of Financial Goal Setting
There is plenty of advice out there about why you should save for your future, but little that explains exactly how.
One of the problems when discussing wealth creation and retirement planning is that it usually involves words rather than numbers. People say they want to ‘build a retirement nest egg’ or ‘make sure I have enough to live comfortably’ or ‘pay for my kids to go through private school’, but rarely are accurate numbers attached to those wishes.
How to take the plunge with an SMSF rewrite
There has been a lot in the news lately regarding self-managed super funds (SMSF’s) from the Royal Commission into financial planning, and the banks tightening up on lending to SMSF’s some may wonder if it is all still worth it or a viable option. Yes absolutely! However, some of these changes are there to protect members of super funds because a SMSF may not be the most appropriate for everyone.Read More
The pain-free path to changing accountants
There may be several reasons why you’ve decided it’s time to change accountants. These could range from your accountant taking months to complete your accounts or not being a responsive communicator to the fact that your accountant is “old school” and doesn’t understand cloud accounting.Read More