Our Financial Blog

Check this page regularly for updated advice, tips and current financial interest topics and articles.

PERSONAL TAX – GETTING READY FOR 30 JUNE 23!

We are nearing “end of financial year 2023”, and I’m sure getting your personal tax refunds back as soon as possible will be top of mind! Whether it’s to cover the cost of rising interest rates, adding to savings, or just having a holiday! Here are some tips to...

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2023 BUDGET IMPLICATIONS FOR INCOME TAX

I write this a week after the budget has been presented. I am not sure if I am more in shock or still rejoicing with the very little change regarding income tax for the next year. Below is a summary that impact my client base and things to think about before 30 June....

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IS YOUR BUSINESS READY FOR SALE?

I recently was involved with a client on the valuation of a business. This opportunity came about suddenly from a competitor due to personal circumstances. Two things were highlighted: The business was not ready for sale The owner overvalued the business Now more than...

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POST COVID BLUES

Throughout my client base and also from the literature I am reading, Post COVID Blues are happening to all sorts of people. And I, for one, can say I have not been immune. As 90% of businesses are small businesses, the most significant effect is on small business...

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TECHNOLOGY INVESTMENT AND TRAINING & SKILLS BOOSTS

Well three quarters of the tax year has gone by and tax planning is at the front of our mind. 2023 has Two new exciting measures proposed to support small businesses are currently before the Senate. These being: Small Business Technology Investment Boost Small...

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IS YOUR TAX ELECTRIFIED?

IS YOUR TAX ELECTRIFIED? The last Federal election was a battle of who could show who would be greener. The Labour Party won and gave businesses an excellent incentive for their next motor vehicle purchase to be an electric vehicle. With this in mind, I have to change...

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