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Resources

Information is key to success. We are committed to providing you with insights, tips, tools and events on issues relevant to your life and business. You can scroll our recent articles below, or browse categories at the right of the page.
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Video | Trust resolutions in high-res: Discover the detail

This webinar runs a microscope over trust resolutions, dissecting the common mistakes and misunderstandings. ...

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Video | Fulfilling advisers’ Best Interests Duties

In this 5 minute video, Ian Tindale breaks down the steps financial advisers are required to take in regards to their clients' Estate Planning in order to fulfil their Best Interests Duty. ...

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Video | From business start-up to exit: Key decisions and the tax implications

This webinar uses a case study to highlight some of the key decisions throughout the lifecycle of a business, considering the variables from a tax and commercial perspective. ...

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VIDEO Restructuring for asset protection: Is it genuine?

This webinar considers whether asset protection strategies might be impacted by any of the following ITAA provisions: Part IVA; Section 100A; Subdivision 328-G and Division 152....

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Heaven can wait

Recently I heard someone say: “everyone wants to go to heaven, but no one wants to die”. Our mortality is such a taboo topic that it impacts the way in which many people approach their Wills and Estate Planning. ...

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Webinar: Structuring Tax-Effective Property Transactions

With almost three quarters of Australians owning real property, clients will be turning to you - their accountant - to discuss the structuring and tax implications of disposal, sub-division or development opportunities....

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Estate Planning transitions to the digital era

Years of frustration about the gap between protecting wealth and finalising Estate Plans recently bore fruit when a group of lawyers and advisers launched Yodal, Australia’s most comprehensive Estate Planning platform....

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How can a robot deliver advice?

You already know my position on the over-use of “disruption” in the business world. Now I am adding robo-advice to my list of catchphrases to question....

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Webinar: Transfer of IP in a business sale

Intellectual property may not be as tangible as plant, property and equipment, but for many businesses its value exceeds the dollars on a balance sheet. When it comes to selling a business, IP can have a critical impact ...

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Please, Sir, I want some more information

I have recently found that many decisions made by the ATO lack communication of the detailed reasoning behind them....

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