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Super beneficiary nominations

Most of us do not like talking about the end of life, however it is important to think about what you want to happen to your superannuation following death. After death your super balance and any insurance benefit, is usually…

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Focus on CGT asset disposals

Any asset disposals information, which can include loss, destruction or sale need to be conveyed to your accountant. These capital gains tax (CGT) events can affect: how a capital gain or loss is calculated when it is included in a…

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Estate Planning & why it’s important

Estate planning is much more than preparing your Will. Understanding your current situation and the strategies available are significant aspects of why estate planning is so important. In a nutshell, estate planning is being prepared and making sure your assets…

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Dealing with redundancy

The restructuring of a business may lead to a reduction in staff numbers and redundancies. Redundancy can be a shocking and unsettling time for many affected people. If you are one of the affected people, it is important to understanding…

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Grants & business support

Financial support is available for eligible businesses affected by lockdowns and public health orders. Australia COVID-19 Disaster Payment If a state public health order for COVID-19 adversely affects you, Services Australia provides a support payment. You are eligible if: you…

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Road to Recovery

Times of crisis impact businesses in different ways. Business practices & consumer behavior are often re-shaped. The roadmap to recovery is a tool to help you navigate challenging times. To find out more click here          …

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8 ways to boost your Super

The best way to ensure you will have a financially comfortable retirement is to boost your super with regular contributions which includes your employer contributions and any additional contributions, if you can afford them, as well as reviewing your super…

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Diversification and multi-manager funds

The principle of investment diversification is that your funds aren’t allocated to a single investment market or asset class but are spread across different ones. This reduces your risk on the basis that different investment types perform differently relative to…

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The latest monthly Economic Commentary by Conrad Burge

The global economy is continuing to recover from last year’s recession, which saw the largest decline in global output since the Second World War. According to the International Monetary Fund (IMF) in its latest report (July), the world economy contracted…

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Business Victoria – small business free help

If you run your own small business, you’re used to handling problems on your own. But you don’t have to. Get free and confidential well being coaching, financial counseling and business advice for you and your employees. Call the Partners…

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