Chartered Accountants

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Resources and Tools to help our Clients build their future

  Making our website into a valuable resource for our clients is very important to us.  

     

Educational videos on accounting and financial planning topics. Every 16 weeks the current range of 6 videos is changed for another 6. All are relevant and interesting. Ensure you and your family are able to learn about many topics related to accounting issues and topics. This month's topics are:

  • Cloud based accounting

  • Understanding Estate Planning

  • Lending Interest Rates Affect Everyone Differently

  • Why you need business expense insurance

  • Individual Trustees vs Corporate Trustees in a SMSF

  • Understanding SMSFs


Latest news articles. 7-9 articles are added every month and all are chosen from 25-30 for their relevance. Our website is a great place to stay informed and articles are very easy to find and read.

Calculators. A good range of calculators to help you better understand and manage your personal and family financial issues. Four of the more popular are: Pay calculator, Budget Calculator, Loan Calculator, and Super Calculator

Client portals. Portals are quite common on many sites and can be used to store your data, pay bills, log onto investment systems, and more.

Ask us a question at any time. If you have a question on any related topic then don’t hesitate to use the Contact Us form to ask.

Your information is private and confidential and should be treated that way. Using Secure File Transfer means your information is encrypted when sent in either direction over the Internet.

Many sites also have a message window feature that displays messages of interest or that cover topics and deadlines you should be aware of.

 

* Not all are on every website.

Hot Issues

Latest Accounting News

  • ‘Results in paying more tax’: ATO warns Australians against early super access

    The Tax Office is warning Australians against accessing their superannuation early for expenses related to inconsequential matters, events or items.

  • Employee or Contractor ?

    Before expanding your team, ensure your business can support the new role financially and operationally. Focus on hiring individuals who are adaptable and share your company’s values to foster a cohesive and resilient team. Establish clear onboarding processes and provide ongoing support to integrate new hires effectively.

  • Inherited assets: what you need to know about pre-CGT v post-CGT investments

    Inheriting assets, whether it’s a family home, shares, or an investment property, can offer significant financial benefits, but it often comes with unexpected challenges. 

  • WHS and OHS Regulatory Update: August 2025

    Officers have an ongoing duty to ensure their organisations remain compliant and stay informed about work health and safety matters. This update covers recent developments to help officers meet their obligations and stay current with WHS changes.