Navigating ownership changes: A comprehensive guide for business owners

11 July

Changing a business’s ownership structure can be a complex process, often necessitated by various circumstances, such as partnership disputes, divorce, retirement, or the sale of the business.    Regardless of the reason, it’s crucial to...[Read More]

Top Australian destinations to visit for retirees

11 July

Now that you’ve retired from the workforce and have all the opportunities to do what you want, you’re ready to take the trip of a lifetime.   If you’re planning to take a tour across Australia, here’s a list of 5 top destinations to visit...[Read More]

Investment markets and key developments – Weekly market update 5/07/24

10 July

Share markets mostly rose over the last week. US shares rose 2% buoyed by increasing confidence in Fed rate cuts this year and strength in tech stocks. This was reinforced on Friday with softer jobs data. Eurozone shares rose 1.9% boosted by...[Read More]

Oliver’s insights – The five reasons why the $A is likely to rise further – if recession is avoided

10 July

Key points – After a soft patch since 2021, there is good reason to expect the $A to rise into next year: it’s undervalued; interest rate differentials look likely to shift in favour of Australia; sentiment towards the $A is negative;...[Read More]

Introduction to starting a trade

4 July

Entering a trade can be a rewarding and lucrative career path, offering a blend of practical skills, hands-on work, and, often, the opportunity to be your own boss.  Unlike many traditional career paths, trades typically require less time in formal...[Read More]

The most common financial mistakes to avoid

4 July

It’s easy to make mistakes with money, especially if you’re unaware of how dire the consequences of your actions could be. Here, we’ll look at some of the most common financial mistakes people commit that frequently result in severe financial...[Read More]

Oliver’s insights – 2023-24 saw strong investment returns again – but can it continue?

3 July

Key points – 2023-24 provided another year of strong returns for investors as shares were boosted by falling inflation, central banks pivoting towards rate cuts (although is RBA is lagging) and economic conditions were better than feared. –...[Read More]

Investment markets and key developments – Weekly market update 28/6/24

3 July

Share markets mostly fell over the last week. US shares were down 0.1% being buffeted by bouts of profit taking in tech stocks and Nvidia and rising election uncertainty after the presidential debate but with economic data and more news of lower...[Read More]

Occupation and industry specific guides to use for tax returns

3 July

Income and allowances to declare and the expenses you can claim a deduction for in your occupation or industry. Using our guides Our occupation and industry guides help you to complete your tax return, use these guides to: work out what income...[Read More]

Starting a New Job: Tips for Success and the Top 10 Jobs

27 June

Starting a new job is a pivotal moment, filled with both excitement and nerves. Whether embarking on your first career or making a significant shift, the early days at a new workplace are crucial for setting the tone for your future success and...[Read More]

Investment markets and key developments – Weekly market update 21/6/24

26 June

Share markets were mixed over the last week. US shares pushed higher helped by tech and AI optimism and despite a bit of profit taking at the end of the week rose 0.6%. Eurozone shares rose 1.1% recovering some of their losses from the week before...[Read More]

Oliver’s insights The 9 most important things I have learned about investing over 40 years

26 June

Key points – My nine most important lessons from investing over the past 40 years are: there is always a cycle; the crowd gets it wrong at extremes; what you pay for an investment matters a lot; it’s hard to get markets right; investment...[Read More]

Time and Wealth: The Essential Connection

20 June

In our pursuit of wealth, we often find ourselves caught in the relentless cycle of earning, saving, and investing.  While accumulating wealth is undoubtedly a significant goal, it is essential to recognise that time, the finite resource we all...[Read More]

The Essential Role of Accountants in Tax Minimisation and Financial Reassurance

20 June

Navigating the complexities of tax obligations can be daunting for both individuals and business owners. With ever-changing tax laws, intricate regulations, and the constant risk of errors and penalties, managing taxes effectively requires more than...[Read More]

Oliver’s insights Not another Eurozone crisis! – The rise of the far right in Europe, the French election and implications for investors

19 June

Key points – The success of far-right political parties in EU parliamentary elections & the calling of an election in France have boosted uncertainty by risking a return to the Eurozone crises. – However, centrist parties still dominate in...[Read More]