Our Newsletters
Click on the newsletter image to open the PDF. There are over 100 Newsletters with hundreds of articles below.
Please subscribe to our email news to receive our monthly newsletters.
- Economic Outlook
- Nurturing your nest egg
- How to help your parents
- Retirees fears and expectations
- Fixed Income: 10 things you should know
- Investing with confidence
- A Continued Win for Small Business
- Tax Measures
- Superannuation Changes
- Continuing the SME Recovery Loan Scheme
- JobKeeper Overpayments
- Family Assistance Payments
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- JobKeeper Hiring Credit Scheme
- Jobkeeper is over – Where to from here?
- New Director Identification Regime
- Fringe Benefits Tax Time
- The Importance of Business Planning?
- Contractor Agreements
- How can you support your employee’s mental health as a team leader
- Avoiding vicarious liability in the workplace
- Why businesses should care about seasonal changes
- Planning and Managing Your Finances Post-COVID-19
- And More…
- Economic Outlook
- What financial mistakes have you made? Could they have been avoided?
- Three trends driving real estate investments in a post-pandemic world?
- Cyber Security
- Do you need to review your insurance?
- 8 sustainable investing terms to know
- When can a business cease STP reporting?
- Which legal expenses are tax deductible for businesses?
- Correcting a mistake on your tax returns
- Investing overseas
-
- Valuing innovation in business
- Elements of a Business Plan
- Building a team for success
- Implementing sustainable business practices
- Digital record-keeping
- And more
- Ways to improve cash flow
- Making the most of your profit
- Asset protection for business owners
- How to grow your small business
- Hiring the right person
Past newsletters – Pre 2021
Please be aware that some content may be out of date and should not be acted upon without consulting your relevant advisor.
- Economic Outlook
- Recovery watch: When will growth return?
- Which are you – a saver or investor?
- How younger members can make the most of market volatility
- The real benefit to retirees of financial advice
- Big Tech’s market might in 5 charts
-
- End of year checklist
- COVID Safe Christmas parties
- FBT and gifts for employees
- Hiring workers for holiday season
- Tasks to complete by end of year
- Creating a budget for the new year
-
- Developing seasonal pricing strategies
- Insolvency reforms to support small business
- Organisational culture
- Upscale your business
- What business structure suits your business
- Partnership Pros and cons
- Correctly using the margin scheme
- Lower taxes for businesses and individuals
- Insolvency reforms to support small business
- Upskilling Australia
- Changes to the super system
- Tax payable on super death benefits
- The critical steps to a successful partnership
- Evaluating the risks of business
- How to avoid hiring the wrong person
- Growing your business with referrals
- Readapting to working from the office
- Economic Outlook
- The Cycle of investor emotions
- How to invest in the things you believe in
- Strategies for long term investments
- Investment options in retirement explained
- Division 7A & private loans
- Adjusting GST liability on your BAS
- Changes to business practices TPAR
- CGT rollover when when transferring assets in a divorce
-
- What to do when you can’t pay your tax on time
- ATO increases car expense deduction rate
- How COVID-19 may affect your tax return
- How to market your business for free
- Managing employee morale through
company change
- Keeping your business afloat during an economic downturn
- Conducting your business’ health-check
- How to improve your SEO ranking
- Negotiating contracts with your suppliers
- Communicating effectively with your
remote team - And More
- Economic Outlook
- Staying on track
- Embracing the fear
- Fight the flight
- How market volatility affects your super
- Transitioning to retirement
- ATO introduces new work from home deduction method
- Do you need to lodge a Taxable Payments Annual Report?
- What to know about lodgement date referrals
- Varying PAYG instalments
-
- JobKeeper: what to do now
- Major changes to instant asset write-off
- 2020 end of financial year checklist
- Rent relief for commercial tenants
- Tax tips for property investors
- And more
-
- Increased cash flow support for businesses
- Cybersecurity when working from home
- How to raise capital
- Big banks offer a financial lifeline
- Government strives to keep business intact
- What will record low interest rates mean for your business
- Managing your staff under COVID-19
- How to start and grow your business blog
- Training a new employee
- Avoiding project failures
- Business credit card vs small business loan
- Are you using cash flow forecasting?
- Lead generation for 2020
- Economic Outlook (Pre Coronavirus impact)
- How to manage anchoring bias
- Investment strategies for your future
- Self -employed? Don’t leave your business at risk
- What can retires do about longevity risk?
- Restoring damaged tax records after a natural disaster
- FBT exemption for emergency assistance
- Amendment to housing affordability measures introduced
- Removal of the main residence exemption for non-resident
- Sales strategies for 2020
- How to best prepare for a business loan
- What to include in a business partnership agreement
- Avoiding non-paying clients
- Negotiating a business deal
- Find your business niche
- Economic Outlook
- Transition to retirement decisions
are life changing. - How to be a human be-ing,
not a human do-ing - Protecting your super – further changes
- Using diversification to combat risk
- And more
-
- 2020 vision, planning for the new year
- Securing your business over the break
- Hiring working holiday makers
- Holiday travel and estate planning
- Don’t burn out before the holidays
- And More
- Using the margin scheme correctly
- Tax implications of termination payments
- Limiting tax deductions for holding vacant land
- Time limit on GST refunds
-
- Deduction rules for small business
- New industries included under TPAR
- Reestablishing lost or damaged records
- A deed or an agreement
- Surveillance in the workplace
- Recognising and avoiding conflicts of interest
-
- Making the most of a business slowdown
- Correctly terminating an employee
- Short-term vs long-term financing
- Three types of marketing channels
- Landing page optimisation
- How to handle staff resignations
- Economic Outlook
- Are you an investor or speculator?
- Why investing for retirement is different
- Your biggest investing problem may be you
- Impossible Whoppers and impossible valuations
- And more
- Restructure rollover for small businesses
- Disclosing personal living expenses
- Single Touch Payroll (STP) exemption
- Disclosing personal living expenses
- Personal tax cuts now law
- And more.
- Small business income tax offset
- Home based business tax deductions
- Introducing MyGovID and RAM
- The legal obligations of marketing
- The art of effective negotiation
- And more.
- Handing over your business to family
- Making your small business bigger
- Choosing the right business location
- Improving your employees’ wellbeing
- And more.
- Economic Outlook
- The financial power of women
- Tax tips and tax return tips
- The private equity opportunity
- Will you be comfortable with comfortable.
- And more
- 2019 end of financial year checklist
- Essential record keeping for year-end
- Tax tips for property investors
- Getting PAYG withholding right
- Tax tips for property investors
- FBT and how it attracts the ATO
- ATO increases fuel tax credit rates
- Taking advantage of cashless business
- Positive business culture
- Remote workers and how they can help
- The debtors days method
- Economic Outlook
- Understanding elder financial abuse
- Unhealthy attachments
- 5 reasons to consider a lifetime annuity
- 4 tips for boosting your super
- And more
- A business growth based Budget
- Supporting the vulnerable
- Job skills to better tomorrow
- Changes to PAYG withholding obligations
- How property investors can get more back
- Say goodbye to AUSKey
- Increasing employee engagement
- Impacts of your office environment
- Benefits of podcasting
- Code of conduct for your business
- Responding to customer feedback
- Make 2019 your best year ever
- Common FBT errors employers make
- Supporting a grieving employee
- Are your business practices ethical?
- Proposed changes to Div 7A
- Cash flow tips
- Economic Outlook
- Living longer, living smarter
- How an ETF can help your SMSF portfolio
- The automotive sector in turbulent change
- Life insurance implications
- Tax implications for resettlement of trust
- Instant asset write-off to be increased
- Scam warning from ATO
- Tax traps the ATO is watching
- Build stronger business relationships
- A guide to recruiting cultural fit
- How to find your target market
- Living up to your potential
- How to reinvent your business
- And More
- Planning for the holiday rush
- Staff safety at Christmas parties
- System overhauls for secure data
- Government bans ESST
- Extra conditions for CGT concessions
- Christmas employee rewards
- And More
- Preparing your BAS
- Seasonal Pricing Strategy
- ATO expands TPAR criteria
- Small business delivery tips
- And More
- Single Touch Payroll
- ATO’s new guidelines for FBT on vehicles
- ATO phone scam alert
- Government fast-tracks SME tax cuts
- And More
- Closing a sale
- Data cleaning for successful marketing
- Make business goals a reality
- Correctly terminating an employee
- Creating a successful start up
- Read more
- Economic outlook
- More benchmarks in the world than stocks
- Cycle of market emotions
- Redefining risk for income investors
- Crowd funding
- Read more
- Hiring for cultural fit
- Dealing with conflicts of interest
- Creating an agile workplace
- Should I enter a partnership
- And more
- Changes to GST at settlement forms
- Claiming the $20,000 instant asset write-off
- Target amendments to Division 7A
- How are super death benefits taxed?
- Read more
- Understanding your management style
- Nailing your content marketing strategy
- Preventing burnout in your workplace
- Batching your tasks
- And more
- Economic Outlook
- Big Data is fuelling the AI revolution
- Earning money from the sharing economy
- How to help ensure your super contributions don’t exceed the caps
- Lessons from the market
- And more
- Harassment in light of #MeToo
- ACCC announces 2018 priorities
- Defining business values
- Year end mistakes
- And more
- Staying ahead of the game in 2018
- Building awesome business relationships
- Goal-setting for your business
- Leading change and driving profits
- Hiring the right staff
- And more
- Tax time for investment property
- Deadline approaching for CGT relief
- Preparing for Single Touch Payroll
- Year End 2018 checklist
- Preparing for year end
- And more
- Economic Outlook
- Can Socially Responsible Investing and good returns coexist?
- When can I retire?
- How will the First Home Super Scheme work for SMSFs?
- Telecoms: The fourth industrial revolution
- And more
- Make 2018 your best year ever
- Don’t get caught at these public holidays
- Maximising efficiency in your business
- Boosting employee engagement
- Evening the playing field
- And more
- End-of-year admin tasks
- Avoiding the Grinch this Christmas
- Kickstart your holiday marketing
- The gift of FBT-free giving
- Going green in the new year
- And more …
- Inspiring employees for long-term success
- Identifying your target market
- Signs it’s time to sell-up
- Benefits of cloud computing
- Optimising in-house communication
- And more
- 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.
- Are you ready to expand your business?
- Turning negative customer feedback around
- New ban on excessive payment surcharges
- Strategies for digital growth
- And more …
- CGT Strategies for your holiday rental
- Managing your GST Liability
- Using the $20k instant asset write-off
- ATO targeting work-related expenses
- And more …
- 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 …
- 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
- Habits to kick if you want success
- Boost your business cash flow
- Leading change
- Avoid taking these business shortcuts
- And more …
- Passing on the family business
- Improving internal communication
- Simpler BAS from 1 July
- Checklist for new workers
- Changes to workplace laws
- And more …
- Brushing up on communication
- Tips for online marketing
- Making better business decisions
- Having difficult conversations at work
- Running a productive business meeting
- And more …
- 2017 market outlook
- Are you prepared for the new superannuation changes?
- Resisting temptation
- Raising financially savvy kids
- Easing the journey into aged care
- CGT exemptions for depreciating assets
- ATO issues ruling on bad debts
- Simpler BAS for small business
- 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
- Managing morale through change
- Common traps at tax time
- ACCC compliance priorities for 2017
- Changes to penalty rates
- Managing your GST liability
- And more …
- Finding your point of difference
- Opening a second location
- Overcoming motivation blocks
-
Why business needs social responsibility
-
And more
- 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
- Improving your sales pitch
- How to fuel creativity
- Investing in employee wellness
- Tips for using holiday hashtags
- And more
- 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
- Investing in business real property
- New PAYG withholding rates
- Taking out a chattel mortgage
- Preparing for your business exit
- Are you underpaying employees?
- ATO crackdown on work-related expenses
- How do franking credits work?
- Tax tips for property investors
- 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
- Crafting your promotional mix
- How to be successful in new situations
- Boost resilience in the workplace
- Finding your target market
- New high-income threshold
- Getting your BAS right
- Calculating fuel tax credits
- Setting out terms and conditions
- Eliminating hiring bias
- ATO crackdown on rental property tax claims
- Limits for FBT Benefits
- Cutting tax on share transfers
- Calculating your property GST
- Managing online reviews
- Finding the right culture fit
- Leverage from LinkedIn
- Conducting effective meetings
- 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
- Cancelling or transferring a business name
- Selling your business GST-free
- Meeting your superannuation obligations
- Making environmental claims
- 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
- 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
- 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
- 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.
- Applying for a tax withholding variation.
- Claiming tax deductions for your website.
- Tax-deductible overseas trips.
- Selling your business.
- Surviving the ATO crackdown.
- Expanding your business overseas.
- Is a company merger your ideal exit strategy?
- And more.
- 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 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
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
- 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.
- 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?
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
- 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
Strategies For Managing Your Business
- Business Resolutions for 2015
- Managing Your Cash flow
- Making Sure FBTs are beneficial
- A guide to CGT
Tax Strategies For You & Your Business
- Negative Gearing For Property Investors
- Share Transactions: ATO Digging
- ATO Targets motor vehicles
- Minimising Your FBT Bill