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Our super talented senior financial adviser, Sharon Goodwin, has shared her expert insights in an article featured in the Australian Financial Review! A must-read for all women! Download the full article here or click below:  https://www.afr.com/wealth/personal-finance/the-secret-to-building-a-1m-plus-super-fund-as-a-woman-20230904-p5e1xq

- Australian Financial Review

It’s not always a good idea, but there are ways that make it watertight and fair to everyone. Our Senior Financial Adviser Sharon Goodwin shares her expert insights in this recent AFR article by Penny Wise. Download the full article here or click below:  https://www.afr.com/wealth/personal-finance/our-son-is-demanding-an-early-inheritance-should-we-give-it-to-him-20231025-p5ef16

- Australian Financial Reveiw

Year-end (and other) staff parties With the well earned December/January holiday season on the way, many employers will be planning to reward staff with a celebratory party or event.  However, there are important issues to consider, including the possible FBT and income tax implications of providing ‘entertainment’ (including Christmas parties) to staff and clients.  FBT […]

- Jen Richardson

With the holiday season approaching, many employers and businesses want to reward their staff and loyal clients/customers/suppliers. Again, it is important to understand how gifts to staff and clients, etc., are handled ‘tax-wise’. Gifts that are not considered to be entertainment These generally include a Christmas hamper, a bottle of whisky or wine, gift vouchers, […]

- Jen Richardson

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