Principled Wealth Management, Practical Business Advisory, Proactive Accounting and Taxation
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Blog

Blog

Time for an annual tune-up?

We don’t think twice about taking our car in for a regular tune up. Why? Because we know it’s going to mean our car runs at its best and saves unexpected problems down the track. It follows then that we should take the same approach to other areas of our lives. From our goals, to our finances, to our health, there’s so much to be gained in checking in regularly to make sure everything’s tracking well.

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Ben Widdup
Tax time: Are you in the ATO’s sights?

A consistent theme this tax time is overclaiming and under reporting. With the Australian Taxation Office (ATO) getting more and more sophisticated in its data matching approaches, taxpayers can expect greater scrutiny where their claims are more than what is expected. We take a look at the key issues for you, your business and your SMSF.

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Corinne Kirk
Paving the way for a smooth EOFY

As the end of the financial year draws closer, thoughts turn to tax. No doubt you can think of more enjoyable ways to spend your time than preparing for your annual tax return. So how can you streamline the process while ensuring you take advantage of all the claims that are possible?

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Ben Wieland
Keeping up with the Joneses

These days, the phenomenon of keeping up with the Joneses is more pervasive than ever. The constant bombardment of images from advertisers, as well as our friends and family via social media is making Australians feel pressured to maintain a certain lifestyle, often to the detriment of their long-term financial goals. In fact, new research reveals that over a third of Australians feel burdened by the pressure to keep up appearances.

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Ben Widdup
How to spot a scam

Con artists make entertaining subjects for Hollywood script writers (think The Wolf of Wall StreetOcean’s Eleven and Catch Me If You Can), but there’s nothing enjoyable about being conned and fleeced in real life.

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Ben Widdup
How much super is enough?

Most of us dream of the day we can stop working and start ticking off our bucket list. Whether you dream of cruising Alaska, watching the sunrise over Uluru, improving your golf handicap or spending time with the grandkids, superannuation is likely to be a major source of your retirement income.

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Ben Wieland
Franking credits on the chopping board

What started as an issue few people understood and even fewer cared about has suddenly become a flashpoint for self-funded retirees as we head into a federal election. Yes, we’re talking about cash refunds of franking credits. 

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Ben Wieland
The mental mechanics of procrastination

Even the most productive amongst us is prone to procrastination at times. So, what can we do about it? And how can we make sure it’s not getting in the way of us achieving our goals? Understanding the mental mechanisms at play is a good place to start. 

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Ben Widdup
International Women’s Day: Has anything changed?

Women and girls make up just over half (50.7%) of the Australian population. While women comprise roughly 47% of all employees in Australia, they take home on average $251.20 less than men each week (full-time adult ordinary earnings). The national gender “pay gap” is 15.3% and it has remained stuck between 15% and 19% for the past two decades.

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Corinne Kirk