Information we are required to disclose to you
As a Tax Agent, our work for you is performed in accordance with the Tax Agent Services Act of 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you: Matters that could significantly influence your decision to
Unlocking the Power of Testamentary Trusts: A guide to securing your Legacy
‘Ever thought about how to keep your family safe and your wealth secure after you’re gone? That’s where testamentary trusts can come into Protective Estate Planning. They’re like a perpetual safety net for your hard-earned assets, making sure your wishes are followed and your chosen loved ones are looked after.
Senior Accountant (CA/CPA) Opportunity at Gowing Advisory Chartered Accountants
Take the next step in your career by relocating to the scenic Hunter Valley region. Join our dynamic team at Gowing Advisory, where you can thrive in a flexible, professional environment while prioritising family life. This full-time position is ideal for ambitious accountants seeking a true work-life balance. We're looking
Five Key Benefits of a strong Family Wealth Protection Plan
As a Board-Certified SAPEPAA Adviser, and as EPI-centre’s Chief Strategist, I want to share with you highlights of the five key benefits of having a strong and secure Family Wealth Protection plan in place. A well-structured plan can help safeguard your family's assets from potential threats such as litigation, family
The Ten BIG Benefits of a Self Managed Superfund
We are going to look at the ten benefits of a SMSF, remember our goal is to make things simple – but with thousands of pages of laws it is my recommendation that you find a great SMSF adviser to help you put your ideas and strategies, along with their
The Hidden Perils of Blended Families in Estate Planning: An Australian Perspective
The concept of “family” has evolved significantly over the decades. Today, blended families - those formed by partners with children from previous relationships - have become commonplace. While they bring the joy of new beginnings, they also introduce complex dynamics, especially when it comes to estate planning. The Complex Landscape
Track small business cashflow without spreadsheets
I f you track income and expenses on a spreadsheet, you could be losing sight of how your business is performing and wasting a lot of time on data entry. There are low-cost alternatives that allow you to monitor business cashflow really simply. Small business cashflow Money in,
How to grow your family business
W orking with family members presents unique advantages, and unique challenges. If you've built up your own business, now might be the time to bring in other family members. Here’s how to avoid some of the pitfalls. The benefits of keeping it in the family It's unusual to