Recent newsletters

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Profit Matters – Spring 2017

  • Habits to kick if you want success
  • Boost your business cash flow
  • Leading change
  • Avoid taking these business shortcuts
  • And more …
Financially Speaking – Spring 2017

  • Market update
  • The new super rules contain some good news
  • Ways to improve your home
  • What do market benchmarks measure?
  • Cover your way of life.
Tax Matters, Ed 24 – 2017

  • CGT Strategies for your holiday rental
  • Managing your GST Liability
  • Using the $20k instant asset write-off
  • ATO targeting work-related expenses
  • And more …
Business Matters, Q3 2017

  • Passing on the family business
  • Improving internal communication
  • Simpler BAS from 1 July
  • Checklist for new workers
  • Changes to workplace laws
  • And more …
Profit Matters, Winter 2017

  • Brushing up on communication
  • Tips for online marketing
  • Making better business decisions
  • Having difficult conversations at work
  • Running a productive business meeting
  • And more …
Year End Strategies, 2017

  • 2017 year end tax tips
  • Reducing capital gains tax
  • Staying on top of your records
  • CGT relief provisions for SMSFs
  • Super reforms on the way
  • And more …
Financially Speaking Winter – 2017

  • Market update
  • APRA’s needle just popped the housing bubble
  • End of Financial Year Strategies
  • Buy/sell agreement to cover your business
  • Lower portfolio volatility? It’s in the bank
  • Choosing a wine like a professional
Business Matters Q2, 2017

  • Managing morale through change
  • Common traps at tax time
  • ACCC compliance priorities for 2017
  • Changes to penalty rates
  • Managing your GST liability
  • And more …
Budget Edition 23 – 2017

  • Keeping taxpayers honest
  • CGT events affecting shareholders
  • Rates increase for fuel tax credits
  • Building a sustainable lifestyle
  • ATO to report unpaid debts
  • A guide to negative gearing
Tax Matters Autumn 2017

  • Finding your point of difference
  • Opening a second location
  • Overcoming motivation blocks
  • Why business needs social responsibility
  • And more
Financially Speaking Autumn – 2017

  • 2017 market outlook
  • Are you prepared for the new superannuation changes?
  • Resisting temptation
  • Raising financially savvy kids
  • Easing the journey into aged care
Business Matters Q1, 2017

  • New Year’s Resolutions for 2017
  • Tips for improving cash flow
  • New safe harbour for car fringe benefits
  • Preparing for public holidays in 2017
  • Intellectual property law basics

Past newsletters

Please be aware that some content may be out of date and should not be acted upon without consulting your relevant advisor.

Tax Matters Edition 22 – 2017

  • CGT exemptions for depreciating assets
  • ATO issues ruling on bad debts
  • Simpler BAS for small business
Profit Matters – Summer ’16

  • Improving your sales pitch
  • How to fuel creativity
  • Investing in employee wellness
  • Tips for using holiday hashtags
  • And more
Summer Edition 2016

  • Balancing portfolios in an unbalanced world
  • Learning the (investment) lessons of history
  • Trust your strategic plan but keep some powder dry!
  • What is global listed infrastructure?
  • The case for industrial shares
Business Matters Q4, 2016

  • Investing in business real property
  • New PAYG withholding rates
  • Taking out a chattel mortgage
  • Preparing for your business exit
  • Are you underpaying employees?
Spring Edition, 2016

  • ATO crackdown on work-related expenses
  • How do franking credits work?
  • Tax tips for property investors
Spring Edition, 2016

  • Crafting your promotional mix
  • How to be successful in new situations
  • Boost resilience in the workplace
Spring Edition 2016

  • Beyond Brexit
  • Timing retirement
  • Five big questions for AREIT investors
  • Why having a proper estate plan is so important
  • Changes to the age pension rules – are you ready?
  • How to avoid behavioural investment traps
Q3, 2016

  • Finding your target market
  • New high-income threshold
  • Getting your BAS right
  • Calculating fuel tax credits
  • Setting out terms and conditions
  • Eliminating hiring bias
Ed18 – 2016

  • ATO crackdown on rental property tax claims
  • Limits for FBT Benefits
  • Cutting tax on share transfers
  • Calculating your property GST
Autumn – 2016

  • Managing online reviews
  • Finding the right culture fit
  • Leverage from LinkedIn
  • Conducting effective meetings
Winter Edition 2016

  • Counting the cost of a curve ball
  • Property and diversified portfolio
  • SMSF borrowing gets the amber light
  • Making sense of the fixed income landscape
  • Time to reconsider emerging markets
  • Getting financially prepared to start a family
January 2016

  • Cancelling or transferring a business name
  • Selling your business GST-free
  • Meeting your superannuation obligations
  • Making environmental claims
BUDGET EDITION – 2016

  • Industries on the ATO’s radar this year
  • Federal Budget – Superannuation changes
  • ATO to focus on collectables
  • Federal Budget – Individuals
  • Federal Budget – flexible super
  • Tax on gifts and donations
Autumn Edition 2016

  • Macro risks elevated in 2016
  • The Star Wars’ guide to investing in volatile times
  • Aged care – making an informed decision
  • Give your bonus a boost this year
  • Thinking outside the box – commercial vs residential property
  • Ignore life’s trigger events at your peril
2015-2016

  • Surviving the run up to June 30
  • End of financial year: SMSFs
  • Keeping on top of your records
  • Upcoming ATO compliance targets
  • End-of-year superannuation checklist
Summer Edition 2015

  • An SMSF trustee decision for the long haul.
  • Why franking credits are important for retirees.
  • Changes to the age pension rules.
  • Make sure your estate ends up in the right hands.
Edition 17 – 2015

  • Applying for a tax withholding variation.
  • Claiming tax deductions for your website.
  • Tax-deductible overseas trips.
  • Selling your business.
Q4 2015:

  • Surviving the ATO crackdown.
  • Expanding your business overseas.
  • Is a company merger your ideal exit strategy?
  • And more.
Financially Speaking – Spring Edition 2015:

  • Why China’s property market matters.
  • Trauma fills the gaps.
  • Insurance through super.
  • Control your retirement income.
  • Are your estate affairs in order.
  • Four tips on what to do with a windfall.
Tax Matters – Edition 16 – 2015

Tax strategies for you and your business:

• ATO focuses on rental property deductions

• Training course deductions

• Reducing holiday house CGT

• Work-related expensed on ATO hitlist

Business Matters – Quarter 3 – 2015

Strategies for managing your business:

  • Annual leave overhaul
  • Be careful of automatic renewals in contracts
  • Update on unemployment laws
  • Delivering quality customer service
  • ACCC cracks down on franchises
Year End Strategies 2014/15

  • Tax tips for property investors.
  • Surviving the run up to June 30.
  • End of financial year, SMSFs.
  • Keeping on top of your records.
  • Upcoming ATO compliance targets.
  • End-of-year superannuation checklist.
  • And more.
Financially Speaking Winter 2015

  • The Investment Hunger Games
  • Getting ahead in your 50s
  • Protect your earnings and reap the tax benefits
  • Is an SMSF right for you?
  • Five steps to consider before entering an aged care home
  • Maximise your opportunities for the end of financial year
  • Do you really have to play big, to win big?
Federal Budget Tax Update

For You And Your Business

  • Budget focus on stimulating small business
  • Fuel tax credit rate increases
  • R&D and other incentives
  • Property damage considerations for investors
  • Tax shortfall disclosure commended
Financially speaking autumn edition 2015

  • Plummeting oil prices and quantitative easing have global
    significance
  • Global technology wars
  • Making the most of your retirement income
  • Aged care reforms
  • Covering life’s stages
  • Have you considered Exchange Traded Funds (ETFs)?
  • Demystifying long-short funds
2015 Tax Matters

Tax Strategies For You & Your Business

  • Negative Gearing For Property Investors
  • Share Transactions: ATO Digging
  • ATO Targets motor vehicles
  • Minimising Your FBT Bill
2015 Business Update

Strategies For Managing Your Business

  • Business Resolutions for 2015
  • Managing Your Cash flow
  • Making Sure FBTs are beneficial
  • A guide to CGT