We want to empower our clients with useful financial and business resources. In this section you will find tools and information to make impactful financial decisions. The resources here will be helpful in business and your every day life.
To help you get your documentation prepared for your individual tax return.
A selection of helpful calculators to help you stay on top of your finances.
Our Vlog will keep you up-to-date on important business topics.
A quick reference guide for key ATO due dates.
Keeping your data safe as a remote worker
We’ve all been doing a lot more remote working in recent times. Have you thought about the security implications of using your device on a public network? Read More…
Changes to Superannuation from 1 July 2022
From 1 July 2022, there are several changes to superannuation laws that you may be able to take advantage of. Keep reading to find out more. Read More…
New Employees? Find out about Stapled Super Funds
Do you have new employees? Do you know about the new 'choice of super' rules? If you have any new employees that don’t nominate a specific superannuation fund, you may need to request their ‘stapled super fund’ details from the ATO. Read More…
We are excited to share our new brand look and feel. The refreshed logo and branding reflects our goal to always deliver progressive, professional and innovative business advice to our clients. Read More…
The NSW Government has announced changes to stamp duty for first home buyers. The aim is to lower the up-front costs that are a barrier for many first home buyers entering the property market. Read More…
Tax Tips for Property Investors
Make sure you are getting the most out of your investment property. If you have income from investment properties, now is the time to start gathering your records and reviewing your expenses for the 2022 financial year. Read More…
Need help with maximising your business deductions? There are many expenses common to most small businesses, and there are other expenses that are specific to the nature of the goods or services the business provides. Read More…
What is Bank Reconciliation and Why You Should Automate this Process
Keeping on top of payments coming and going to your bank account can take a lot of time. Keep reading to better understand the bank reconciliation process and how software tools can alleviate this task. Read More…
Business Tips: Setting KPIs and Measuring Performance
Do you know which business metrics and key performance indicators (KPIs) to track to manage the future path of your business? Read More…
Why You Should Check Suppliers ABNs
Do you check your supplier ABNs? Many business owners don’t routinely check the ABN of suppliers, resulting in incorrect GST claims – either claiming too much or not enough. Now is a good time to review supplier ABNs and GST status. Read More…
Employees Leaving? Here's What You Need to Know About Final Payments
When an employee leaves your business, it's essential to get the payroll and tax correct so you don't disadvantage employees or make costly errors. Read More…
E-invoicing Protects you Against Invoice Fraud
Invoice fraud is on the rise. E-invoicing is the secure way to send and receive invoices and to protect you and your customers. Read More…
Federal Budget 2022-2023 Key Points
The 2022-2023 Federal Budget provides cost of living relief and measures for business to seek to promote innovation. Read more on the key points from the budget here. Read More…
Getting Creative...in the right way
Our team had a great night getting creative...in the right kind of way! Read More…
Online shopping is hitting new records, growing dramatically and gaining new users. Is your business getting its slice of the online pie or do you need to invest more in your online presence? Read More…
What you need to know to start a SMSF
Is a self-managed super fund something you're thinking about? Learn about some of the responsibilities that come with a self-managed fund. Read More…
Do Your Employees Want to Cash Out Annual Leave?
Has an employee ever requested to cash out their annual leave entitlement? As an employer, there are some important rules to remember before paying out annual leave, to ensure your employees are not disadvantaged. Read More…
We had an opportunity to support Lilier Lodge's amazing Community Dinner Program. Read More…
Are your ABN details up to date? The ATO may automatically cancel your ABN if they think the business has stopped trading. Talk to us to make sure the ATO has current information. Read More…
Tips for Chasing Invoices From Your Clients
As a business owner, it is critical that you give yourself the best chance to get paid as soon as possible whilst maintaining client relationships. Some simple strategies can help this process. Read More…
Understanding the Basics of Tax on Superannuation
Understanding tax on super can be complicated. We can help you get your ducks in a row! Minimise your tax and make the most of super with simple strategies. Read More…
Why Prepare a Cashflow Budget for Your Farming Enterprise
Regular cashflow forecasts help you make informed decisions and are important regardless of whether your farm is in growth mode, expansion or just trying to stay afloat. Read More…
Latest Support for Small Businesses Impacted by Covid
The NSW Government has announced a new Small Business Support Program as well as additions to previously introduced support program to help those small business hardest hit by the Omicron wave. Read More…
Tracking your online success with Google Analytics
In the digital world, your company website is your main ‘shop window’ and will be the focus of much of your sales, marketing, and social media promotional activity. Do you know how your website is performing, and where online visitors come from? Read More…
5 Tips for Goal Setting for the Year
Effective goal setting will help you get the very best out of the year. Whether you want to grow your business or take more time for yourself, our five goal setting tips can help you achieve your long-term plans. Read More…
Cubicle Decorating Competition
We've been getting into the Festive spirit with a little cubicle decorating competition throughout December. Check out the creativity of our team! Read More…
Automation can ease your business workload
According to recent research small and medium-sized businesses are spending on average 120 hours a year on admin tasks. Technology and software automation can go a long way towards automating the low-level admin tasks. Read More…
Sponsoring the Wagga Business Chamber Christmas Party
We proudly sponsored the Wagga Business Chamber Christmas Party. It was a great night celebrating the achievements of the Wagga business community. Read More…
Small Business and Government Contracts - where do I start?
There are a significant number of major projects happening in our region. These projects provide great opportunities for our local businesses across many industries. Do you feel like you don’t know about opportunities, or you don’t know how to apply to be involved? Read More…
Earlier this year ASIC and the ATO announced that all company Directors will be required to hold a Director Identification Number (Director ID). Read more about how and when to apply. Read More…
Celebrating Melbourne Cup together
We enjoyed a fun afternoon at Borambola Wines for the afternoon of the Melbourne Cup. Read More…
What Small Business Can Learn from Their Competition
They say competition is fierce, but we think it provides an opportunity for a business to learn and obtain insights. Find out what invaluable information you can gain from your competitors. Read More…
Building Your Most Important Asset – Your Team
From team-building exercises to managing personalities and resolving issues, building a winning team is invaluable for your business, where you’re only as good as the team around you. Read More…
Your Small Business Can Compete Against Large Retailers
As a small business, do you ever feel that competing against larger retailers is a daunting prospect? Maybe a shift in thinking is needed. There are advantages to being small that may surprise you. Read More…
Creating a Small Business Budget
Make sure you set your small business budget! It's a great way to eliminate wasteful spending and get to profitability faster. Setting a budget isn't complicated but it can still help to involve an expert. Read More…
During September many of our team participated in the Steptember Australia Challenge to raise funds for people living with cerebral palsy. Read More…
Small business is all about relationships. But when these go wrong, it is devastating. Ensure you have the systems in place to routinely look at where your money’s going in order to safeguard your business and your relationships. Read More…
Reminder: New Rules for Casual Employment and Conversion to Permanent Employment
Reminder to Employers: the Casual Employment Information Statement (CEIS) available from the Fair Work Ombudsman is now to be provided to existing casual workers as soon as possible after 27 September 2021. Read More…
Regular cashflow forecasts will help you make informed decisions. Whether your sales are boom or bust, you want to make sure that your costs aren't holding you back. Read More…
Understanding Your Revenue Drivers
How well do you understand your revenue drivers? The better you can understand the nature of your revenue and its drivers, the more you can flex, manage and control your ability to generate this income. Read More…
Making Data Meaningful in Your Business
Data is only powerful with context. It needs to be accurate and organised and you need to be clear on the necessities versus the niceties. Read More…
How is the Forecast Looking for Your Business
You don’t go fishing without checking the forecast, nor should you run your business without an annual forecast. The forecast tells us what's in store based on the direction we're heading. Read More…
Have You Changed Your Business Purpose
Over the past eighteen months, businesses have had to update, change and pivot just to survive. Do you know where you're going and how it's impacted on your underlying business purpose? Read More…
How to Survive and Thrive in a Changed World
Lockdowns, closed borders and uncertainty mean small to medium sized businesses are still struggling with the effects of COVID-19. Some recent research uncovered some common strategies for success in a crisis. Read More…
With lockdown now affecting all of NSW, it is timely to provide an update of the Government assistance that is available for NSW residents. Read More…
Taxable Payments Annual Report for 2021
If you operate a building, cleaning, courier, road freight, IT or security business, you may need to submit a Taxable Payments Annual Report to the ATO. Read More…
Search Engine Optimisation for Small Businesses
With an estimated 130 trillion webpages identified by Google, how do you get a look in? Search engine optimisation (SEO) is all about providing internet users with the best experience and maximising your ability to be seen. Read More…
Pay and payroll mistakes that can cost your business
Businesses can get payroll wrong without being aware of it. Pay and payroll errors are a major risk for any business, so you need to know where you could be going wrong and ways to stay compliant. Read More…
Additional COVID Support Package for NSW Businesses
The Federal and NSW Governments have announced further support aimed at helping businesses and people right across the state fight through the current COVID-19 lockdown. Read More…
Casual Employment New Rules from March 2021
Employers, there are some important changes to employing casuals. You must provide a Casual Employment Information Statement and offer permanent employment in some situations. Read More…
New COVID Support Package for NSW Businesses
Today the Premier announced a new support package for small businesses across Sydney and regional areas impacted by the current Covid-19 Restrictions. Read More…