When Lucy Johnson won the 2022 Xero Award for Sole Practitioner of the Year, her practice – Simplex Accounting (formally known as Isle Book-keep) – was just 12 months old. Knowing the businesses she was up against, Lucy acknowledged: “To even be considered a finalist was a massive deal for me; I was just happy […]
Archives for October 2022
Five steps to choose the right apps for your business
Apps can benefit your business in many ways, including helping you gain valuable insights, and automating time-consuming tasks, so you have more time to spend on growing your business – or just doing more of the things you love. With over 1,000 apps that connect to Xero, the Xero App Store makes it easy to […]
Tax breaks for kids, companies are suddenly brewing in Congress
#FA Success 303: Pivoting From ‘Robo’ Investment Management To Financial Planning In South Africa, With Louis van der Merwe
Welcome back to the 303rd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Louis van der Merwe. Louis is the Director of WealthUp, an independent advice practice based in Cape Town, South Africa, that oversees the U.S. equivalent of nearly $60 million in assets under management for 115 client households. […]
Hunt heading for pension triple-lock row
The new Chancellor Jeremy Hunt has refused to be drawn on whether the state pension will be uprated in line with the triple-lock. October’s CPI is due to be published tomorrow and is expected to be around 10%. The triple lock would mean that the state pension would rise in line with this figure, almost […]
Wells Fargo advisor defections taper as interest rates spike earnings
Wells Fargo advisor defections taper as interest rates spike earnings
The 9 ‘Best’ Financial Advisor Conferences (For Scaling Up) In 2023
After more than 2 years of ongoing disruptions, from the original COVID-19 outbreak, to wave after wave of variants as the pandemic rolled on, 2022 proved to be the year that advisor conferences were “back”, as events ceased canceling or rescheduling in response to new variants and powered forward… often with virtual options for those […]
Hunt ditches almost all mini-Budget measures
In another major government U-turn, new Chancellor Jeremy Hunt has scrapped almost all the measures announced in September’s mini-Budget by predecessor Kwasi Kwarteng, apart from the cut to National Insurance and cuts to stamp duty. He issued an emergency statement this morning ahead of a planned House of Commons statement this afternoon. He said he […]
How to do BAS in the real world?
If you’re registered for GST, lodging your BAS (business activity statement) is a fundamental reality of doing business in Australia. Lodging your BAS is a cornerstone of remaining compliant with the Australian Taxation Office (ATO). So, how does this work in reality? Should you do your own BAS or enlist a BAS agent? Let’s compare […]