Tax-smart tips for crypto assets investments
There’s more to cryptocurrency then just buying and selling. It’s important you understand your tax obligations. If you exchange crypto for goods, cash, or other cryptocurrencies then it’s likely a disposal for the purposes of capital gains tax. Then a…
Retirement Planning
Even if you’re nearing retirement and haven’t consulted a financial planner before, there is still a considerable amount of help and advice you can benefit from. For most of us, the big questions around our retirement will include: When can…
International Women’s Day (IWD) is an annual celebration marking the social, economic, cultural and political achievements of women. It also marks a call to action on gender parity.
For IWD 2023 the campaign theme is Embrace Equity which, in part, means to understand the journey required to achieve equality. Although societies have come a long way since the first IWD – there remains a chasm when it comes…
Tax-smart tips for your investment property
Being tax-smart when investing in property means more than making the right property choices. If you use your property to earn income at any time, you need to: Keep records from the start Work out what expenses you can claim…
Top 10 tips to help rental property owners avoid common tax mistakes
Save time and money by avoiding the following common tax mistakes: 1. Getting initial repairs and capital improvements right You can’t claim an immediate deduction for: - Initial repairs on damage existing when you bought the property - Improvements you…
Budget Planner
Saving for your first home? Hoping to retire a few years earlier? Want to take control of your finances? Planning for the holiday of a lifetime? Wondering where your wages go? Whatever your goal, our Free Budget Planner can help…
Family trusts explained
A family trust is an excellent way to protect generational wealth, assets, and the financial future of your descendants. A family trust is a discretionary arrangement in which a trustee is the holder of certain assets and the distributor of…
Pay as you go (PAYG) instalments
If you earn income from investments such as interest, dividends, rent or royalties, using PAYG instalments will help reduce a potential tax bill when you lodge your tax return. How PAYG instalments work PAYG instalments allow you to make regular…
Are inheritances outdated?
Once upon a time we used to have to wait until a wealthy relative passed away before we received an inheritance. What many people don’t understand is there is more than one way to transition wealth to the next generations…
Cyber safety checklist for small business owners
As a small business owner, protecting your systems from cyber security threats is essential. Here are some simple things you can do to keep your business and clients data safe from cybercriminals. Ensure that all software and app’s are kept…