News, views and more

More than a blog, this page is where we release our latest market insights, case studies and other timely content. Check back often.

Where will investment markets go from here?

We have had a number of clients ask us about our thoughts on the current investment markets and how our investment style (Goals Based Investing or GBI) will perform over the next one to two years.

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How to sell your business

We’re often asked the best way to sell a business. There are two key components at play in the sale of a business; structuring the transaction and positioning the business to the market. Both elements are important and can significantly impact your..

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The final stage of JobKeeper and how to access it

The impact of COVID-19 has been felt very differently from region to region. Fortunes vary wildly between business operators subject to ongoing lockdowns and trading impediments to those benefiting from the “new normal”.

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New insolvency reforms to support small business

The government has made changes to our Insolvency Framework to help more small businesses restructure and survive the economic impact of COVID-19.

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NSW proposes annual property tax as alternative to stamp duty

Article by Alan Burn, Content Specialist, Wolters Kluwer

The last major reform to the revenue balance of NSW state taxes was the 2005 vendor duty on property investors — what, only 15 years ago? Poorly timed and unpopular, the duty impacted..
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How to avoid running out of money - Retirement planning strategies

Retirement has changed. We are not only living longer; we are also healthier and more active than ever before. This has all kinds of implications for our retirement and the amount of money we need to sustain our lifestyles. The statistics paint a..

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How to be SMARTER with your 2021 goal setting

I wish everyone a Happy New Year. No matter what 2020 served you, the idea of a new year is still an exciting time, as people return from a well-deserved break and resolve to make some changes for the better. But, how do you make a New Year’s..

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JobMaker Hiring Credits: 6 January deadline to enrol

6 January 2021 is the final day of the first JobMaker hiring credit period and the deadline for enrolling in the scheme to access payments for this period. While the ATO has the ability to extend this deadline, there has not been any advice on this..

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Make a financial plan your New Year's resolution

New Year’s resolutions don’t have to be reserved for diets and exercise. Sometimes the area of your life that really needs some attention is your finances. 

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Beware the Share Market Hype

Share markets around the world rallied in November on the back of a Biden US election victory plus vaccine optimism. In the US alone, $90bn flowed into equity funds in just three weeks!

I am reading articles stating that 2021 will be a great year in..

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