The first Labor budget in a decade will be dropped on Tuesday 25 October by the new Treasurer, Jim Chalmers. Amidst an existing economic climate that’s replete with consecutive interest rate rises, mortgage pressure, soaring inflation and a higher cost of living – this will be an important budget for both individuals and small businesses. […]
Archives for 2022
Transforming small businesses’ financial health starts with a human touch
The stress of running a small business is a feeling that accountant Stuart Hurst is familiar with. Growing up, he watched his father suffer from the pressures of being in control of the family business’s finances, having no support to help him make sense of them. The devastating impact resulted in the business failing and […]
4 ways to tell your kids the truth about your retirement savings
Retirement plans’ newest legal battle: low-fee funds, not high-cost ones
Zoom, Teams, Slack are wreaking havoc on employee productivity
Weekend Reading For Financial Planners (Oct 22-23)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass a series of changes affecting retirement planning, dubbed “SECURE ACT 2.0”, by the end of the year. Provisions in the proposed legislation include gradually increasing the age for RMDs from […]
Weekend Reading For Financial Planners (Oct 22-23)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass a series of changes affecting retirement planning, dubbed “SECURE ACT 2.0”, by the end of the year. Provisions in the proposed legislation include gradually increasing the age for RMDs from […]
Weekend Reading For Financial Planners (Oct 22-23)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass a series of changes affecting retirement planning, dubbed “SECURE ACT 2.0”, by the end of the year. Provisions in the proposed legislation include gradually increasing the age for RMDs from […]
Editor’s Comment: IHT pain needs some relief
After the excitement of the past week, with politicians throwing themselves on the funeral pyre of insanity, it’s time to turn to more mundane, but important, matters. Yes, I’m talking about Inheritance Tax, or IHT as the professionals call it. There are signs that many professional advisers are beginning to get a bit concerned about […]
Editor’s Comment: IHT pain needs some relief
After the excitement of the past week, with politicians throwing themselves on the funeral pyre of insanity, it’s time to turn to more mundane, but important, matters. Yes, I’m talking about Inheritance Tax, or IHT as the professionals call it. There are signs that many professional advisers are beginning to get a bit concerned about […]