Happy New Year to you! Yes, I know that it is February, but we are still formulating our New Year strategy.

The start of a New Year often brings with it the setting of new goals for the year ahead. These might be goals for your career, your family, your education or your financial security. When setting goals, it is important to ensure that they are SMART goals.

Our thoughts are with all Australians who have been impacted by the Bushfire Crisis over the festive period.

I don’t know how you feel but hasn’t this year gone by fast!  It just seems like yesterday that I was coming back in mid-January and now we have hit December.

Legislation that passed through Parliament last month prevents taxpayers from claiming a deduction for expenses incurred for holding vacant land.

The ATO is concerned that, “a lack of diversification or concentration risk, can expose the SMSF and its members to unnecessary risk if a significant investment fails."

Can you believe it is already the end of September? We're well into tax season and have already lodged over 500 tax returns since July and will be commencing quarterly management account meetings with our business clients from October.

When paying super for employees, it is important for the June quarter to make all super payments by the end of this week to allow sufficient time for employees’ superfunds to receive the super payments.

Well it is already April – who would have thought that the first three (3) months of the year would have gone by so fast! These months have been marked by a number of different economic factors, political policy announcements and uncertainties, all of which have or will affect the economy and our clients to varying degrees.

For many years now, I have been talking with our business clients about the biggest challenges they face.For many years now, I have been talking with our business clients about the biggest challenges they face.