Financial Planning

Estate Planning and Wealth Transfer: Why Doing Nothing is the Biggest Risk to Your Next Generation (and Legacy)

Estate planning and wealth transfer planning are critical for Australian business owners and families, and doing nothing poses a significant risk to the next generation’s financial future. You’ve spent decades building your business. Your super balance is climbing. The kids are doing well. The grandkids are starting to ask about […]

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Increase Restaurant Profit Margins: Hidden Costs Killing You

Stop the hidden hospitality profit squeeze: See the two hidden costs and how to increase restaurant profit margins before it’s too late. There’s a conversation happening in kitchens across Tasmania that nobody wants to have out loud; but if you’re trying to increase restaurant profit margins, it’s one you can’t […]

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When Banks Say No to SMEs: Why a Business Loan Declined Means You Need More Than Just a Banker

It’s happening quietly, but you might have already felt it. Maybe your business loan declined when you expected a renewal. Maybe your banker was replaced by a call centre. Or perhaps your perfectly healthy business was told you no longer “fit policy,” even though nothing about your operation has changed. […]

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Using Your Super to Buy Property: A Business Owner’s Guide

Using your super to buy property is not just possible; it’s an increasingly popular strategy for Australian business owners to take control of their retirement savings and invest in their own commercial premises. By leveraging a Self-Managed Super Fund (SMSF), you can turn your superannuation into a property investment, gaining […]

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