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

How a Sydney medical practice flourished after doing the numbers

We have much expertise working with health and medical practitioners, one being a successful physiotherapy practice in Sydney’s eastern suburbs. The owners were keen to expand and had the opportunity to lease a second premises next door. First,..

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"First holiday in years” – Digitising a family business delivers lifestyle windfall

In this case study we explore how implementing the right systems to streamline and automate their manual processes created much needed capacity for these family business owners, allowing them to take a well earned holiday!

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Over the line: Rectifying a complex property transaction

Our client, a successful business owner, had purchased a property to knock down and redevelop as a new family home, intending to sell the current family home once the development was complete. She contacted us to arrange the finance, as we’d..

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Last-hour financial planning in terminal illness

Planning bright futures together with clients is something we genuinely enjoy. However, in some very unfortunate cases, we know from the outset that the work is intended to bring closure to their affairs. 

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You've been scammed, hacked or breached!

Be aware of the risks and protect your business with process integrity

Another year, another scam. While data driven crime is more sophisticated and difficult to address than ever, human error and judgement remains one of the major problems.

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The right strategy for the right phase at an engineering start-up

When a business starts up, cash is king. A good accountant can provide invaluable advice on how to maximise cashflow in the early years while saving for the looming taxes.  

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Tax Time: Are you in the ATO's sights?

A consistent theme this tax time is overclaiming and under reporting. With the Australian Taxation Office (ATO) getting more and more sophisticated in its data matching approaches, taxpayers can expect greater scrutiny where their claims are more..

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How many properties do you need to retire?

It is a universal truth that everyone wants a secure future so they can live out their golden years in comfort. In our youth, we study with the aim of being able to land great positions in the workforce. Then as working professionals we strive to..

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