If Freddy Krueger ever swapped his bladed glove for a calculator, Section 296 might be his handywork. This proposed new "super tax" is targeting total superannuation balances over  $3 million with the same stealth and sting as a horror movie villain. …


Franchising is a big step, and it requires careful planning and investment. A lot of it depends on how well your business model can be replicated, how robust your support systems are, and your ability to build a solid relationship with franchisees. …


Now, I’ve gotta say, everyone’s all in a tizzy about the Federal Budget. Sure, it’s important. But here’s the kicker: The government can do what it likes, but your budget is where the real magic happens. …


Many doctors who build wealth do so by running their own practices. They focus on making their practice a successful business, spend less than they earn, and save the difference. Over time, those investments grow and can outpace the practice itself, becoming the main source of cash flow and wealth. But it all starts with the practice. It’s the heart of the journey. …


How often do you check on your super? It’s probably not all that often, right? But here's why it’s a good idea to pay more attention to your super: You see, even small changes in your super’s performance or fees can have a big impact on your retirement savings. …


As a business owner or professional  your time is one of the most valuable assets you have. But with so many tasks and responsibilities vying for your attention, it can be overwhelming to know where to focus. Often, we fall into the trap of wearing too many hats and trying to handle every little detail ourselves. The result? Burnout, frustration, and a lack of true progress toward your larger business goals. One powerful tool to break this cycle is the 80/20 Rule, also known as the Pareto Principle …


When it comes to a doctors retirement, our perspective is pretty straightforward: "Start early, and never fully stop." It’s a simple idea that most dentists get on board with once we explain it, so let’s break it down.
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Are you a doctor driving your own car for work? Don’t miss out on potential tax savings! Track your trips for 12 weeks, calculate your ‘professional use percentage,’ and unlock valuable deductions you may be overlooking! …


When it comes to planning for retirement, many financial experts lead you to believe that you need a huge sum – often around $1 million – to retire comfortably. However, this may not be entirely accurate, especially when you understand how to achieve the "superannuation sweet spot." By applying this strategy, you can retire comfortably with far less, and in some cases, even come out ahead. …


As a medical professional, you’re no stranger to the pressures of running a practice and managing your finances. But there’s one thing many overlook: the impact of the Personal Services Income (PSI) rules. Ignoring these regulations can open the door to an ATO audit.. …


Most of us wouldn’t think twice about insuring our house, car, or other valuables. But here's the thing: your income is probably your most valuable asset, and protecting it should be a priority. After all, if you can’t work due to illness or injury, how will you keep the bills paid and your family secure? This is where life and income protection insurance come in. …


If you’re always on the lookout for new clients and patients , experimenting with different marketing strategies, and hoping for more referrals, you’re not alone. What if the real game-changer is something simple, steady, and often overlooked? …


In today’s fast-paced digital world, businesses are looking for ways to streamline operations, save time, and reduce costs. . Imagine being able to access everything you need with a simple search, anytime, from anywhere. Sounds like a dream, right? Well, it’s easier than you think! …


If use your vehicle for work or business purposes, it’s essential to understand how you can claim motor vehicle expenses as a tax deduction. Whether you're a sole trader, contractor, or business owner, or employee there are methods available that allow you to reduce your tax income through vehicle expenses. …


Do you want to retire comfortably without the stress? Discover, the 5 most common mistakes people make when planning for retirement—and how you can avoid them. From working too long to overlooking inflation, learn how to set yourself up for a comfortable and secure retirement. Don’t miss these essential tips! …


If you're a Doctor or high income earner, making over $250,000? If so, you could be paying more tax on your super contributions without even realizing it. But don’t worry—it’s not all bad news. In this blog, we’ll break down how Division 293 tax works, who’s affected, and the 'good news' for you! …


With the recent changes to superannuation rules, it’s more important than ever to stay on top of the latest updates. These new changes could have a huge impact on how much you save—and potentially even how soon you can retire. …


Starting your own practice is a milestone in your professional journey. For many doctors and health professionals, the advice is clear: 'Start your own practice' or, at the very least, 'buy into an existing one.' …


If you're looking for a way to protect your hard-earned assets and keep more of your money out of the taxman’s hands, a discretionary trust might just be the secret weapon you didn’t know you needed. …


I've always loved Batman... who doesn't right?  Batman is known for his dedication, discipline, and commitment to Gotham. He doesn’t just wake up and hope for things to get better; he works hard every day fighting crime. Batman is constantly pushing himself to be better — physically, mentally, and morally.  …


The Australian Taxation Office (ATO) is ramping up its data-matching efforts, and they've just launched a new program aimed at high-value lifestyle assets and property owners.  …


The government's proposal to introduce a higher tax on superannuation balances exceeding $3 million has officially been shelved—at least for this year. After a series of events in Parliament, the measure has been abandoned due to significant opposition and difficulty in passing. Here's a breakdown of what happened and what this means for superannuation policy going forward.  …


The chances are you’ve got some personal debt hanging over your head.  But here’s the thing: getting rid of personal debt should be at the top of your financial to-do list. Why? Because living debt-free is not just about having more money; it’s about having peace of mind and freedom. . …


How many of us can honestly say we've stuck to a budget for an extended period without feeling the strain?  Not me, that's for sure! The truth is, for most people, budgets don't work. They're like crash diets – promising short-term results but often ending in frustration and abandonment. Why?... …


If you’ve ever felt the thrill of earning credit card points, you’re not alone. They promise a world of perks: travel upgrades, cash back, fancy dinners, and more. But before you dive headfirst into the points game, let’s chat about why these seemingly sweet rewards might be more of a trap than a treasure.  You might be very surprised by what you discover… …


Every year, Australian tax payers voluntarily pay the Tax Office millions of dollars in “Death Taxes”.

I am going to make sure you are not going to be one of them.

Proper Estate Planning ensures that your estate goes to those you care about, and not the Tax Man. …


How will the latest Federal Budget affect middle-market businesses and people? In the 2024-25 Budget led by Jim Chalmers, there's a focus on balancing support and caution. Measures like rebates on power bills for homes and small businesses, cheaper medications, and announced tax reductions aim to address the ongoing high cost of living. …


During tax season, the ATO pays close attention to specific areas where taxpayers are inclined, either unintentionally or intentionally, to make errors. So, what's under their radar this year? They're focusing on record-keeping, work-related expenses, rental property income and deductions, sharing economy earnings, and gains from crypto assets, property, and shares. …


Parents often want to support their children, especially when it comes to big milestones like buying a home. But there are some important things to consider before diving in. …


Buying your first home is a significant milestone, and it's essential to approach it with careful planning and consideration. Here are the steps you'll typically go through when purchasing your first home,  …


One of the most frequent questions we get from clients is how they should invest in shares. In this blog we will discuss the difference ways you can go about it and why we recommend indexed funds and how you can benefit. …


After crunching the numbers, we discovered that an individual with a $600,000 loan could potentially save more than $160,000 in interest over the loan's lifespan and shorten the repayment period by over five years simply by opting for fortnightly payments instead of monthly ones.  …


These days, one-on-one marketing—that is, contacting people directly—is fast becoming one of the best forms of marketing available. This is happening for some very sound reasons—better response rates, higher sales, improved profitability, and the creation of a saleable asset, just to name a few.

This information, then, is designed to give you insight into some of those benefits and just why your customer database—a detailed list of customer names, personal details, and, in some cases, spending patterns and other information—is so important to the future of your marketing. …


A team commitment is literally that. A commitment by the team to the customers. It clearly states what the team is willing to commit to do for the customers. Team commitments are very powerful tools that increase your customer’s level of confidence in your business. …


Imagine you’re going on a journey. What are the 2 key things you need to know before you go on any journey?

How you’re going to get there, how long it will take, how much money it will cost, who will be going with you—all are important considerations. However, there are 2 key things you must know:      
Where you’re going and Where you are now.

When you think about it, these are the 2 most critical points. A business plan is designed to map out that journey.

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Hey there, party planners and business owners gearing up for the festive season! If you're in charge of throwing a Christmas bash for your awesome team, you might be wondering about the nitty-gritty of tax-deductible shindigs and gifts. Don't worry, we've got your back – let's break it down for you.

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Today, we're diving into the world of taxes for doctors and dentists.  We're here to clear the fog and give you some valuable insights into how doctors and dentists can legally mimimise their tax. …


If you're feeling a bit overwhelmed by the world of investing and want a straightforward approach to building wealth, look no further than dollar-cost averaging, or DCA. It's a method that can help you grow your money steadily over time, without the stress of constantly monitoring the ups and downs of the stock market. …


In a world where hustle culture and the glorification of busy are the norm, Tim Ferriss' groundbreaking book, "The 4-Hour Workweek," offers a refreshing perspective on life and work. …


This information is designed to give you insight into why it is important to decide where you want to be positioned in your market. 
You’ll find out what establishing pricing policy involves for your business and what it could mean to your future. …


 How to Ask for Google reviews can be super awkward. But you need Google reviews to build trust with future clients . Here’s how to start... …


We all want to support our children in various ways, including financially. Whether it's helping them with their first car, covering school fees for our adorable grandchildren, or even assisting them in buying a home, our parental instincts kick in to lend a helping hand. But here's the thing: simply giving away money can come with risks that we may not have considered. …


For many Aussies, having a beach house or a country getaway is like a dream come true—a perfect lifestyle purchase. However, considering the potential costs involved, one common way to make it financially viable is by renting out your holiday home to the public, either partially or for the whole year. …


Today, we will dive into an intriguing topic that could save you a considerable amount of money: tax benefits and the role of a Quantity Surveyor's Report for residential properties in Australia. …


A novated lease is a car finance option that allows you to treat your personal car like a company car. When you salary package a novated lease, you agree to forgo a portion of your salary in return for a fully maintained car. This allows you to make significant tax savings. …


The Federal Government has handed down its 2023-24 Budget which outlines its economic forecasts and identifies key priorities including cost of living relief and growing the economy.

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  • New Super Tax Nightmare
    29 May New Super Tax Nightmare If Freddy Krueger ever swapped his bladed glove for a calculator, Section 296 might be his handywork. This proposed new "super tax" is targeting total superannuation balances over  $3 million with the same stealth and sting as a horror movie villain. More >
  • How To Franchise Your Business
    18 Apr How To Franchise Your Business Franchising is a big step, and it requires careful planning and investment. A lot of it depends on how well your business model can be replicated, how robust your support systems are, and your ability to build a solid relationship with franchisees. More >