News

Category: Estate Planning

YOU CAN’T PLAN EVERYTHING – INSURANCE
ARE YOU PREPARED ? INSURANCE ? Last week my brother-in-law had to undergo surgery. It...
How will I EVER afford to retire?
How will I EVER afford to retire ? Don’t worry, we all think it....
BINDING DEATH NOMINATIONS
[kkstarratings] Some people think that their ‘Will’ will cover everything. Many people may be surprised...
PPSR – Personal Property Securities Register
 Personal Property Securities Register  (PPSR) In other words ‘Goods/assets debt register’ Did you know that...
SO YOU’RE GETTING DIVORCED ….
DIVORCE Well, it’s happens to lots of marriages these days. Half in fact. Staggering numbers...
INDUSTRY SUPER VS FINANCIAL ADVISER
Industry super versus  financial adviser. Oooooh we just said a swear word – “financial adviser”. ...
BENEFICIARY NOMINATIONS – DO YOU HAVE YOURS RIGHT?
BENEFICIARY NOMINATIONS To quote an oldie but a goodie. Ms Lane, a 5th grade math...
FAMILY HOME – CGT – TAMPERING WITH THE SACRED COW
 – FAMILY HOME – Capital Gains Tax (CGT) –  TAMPERING WITH THE SACRED COW “Moo!”...
LOOK BEFORE YOU LEAP – GET ADVICE FIRST
Accountants are always advising their clients to contact them prior to making any decisions. Once...
HOW MUCH WILL YOU HAVE TO RETIRE ON?
My parents-in-law have recently moved into a granny flat on our acreage. We are...
WHO WILL LOOK AFTER THE KIDS??
It’s the conversation you never want to have with your partner – if we die,...
THE 6 MOST IMPORTANT THINGS YOU CAN DO FOR YOUR LOVED ONES
It’s the words you never want to hear….”Get your affairs in order”. It usually means...

Latest News

Understanding business structures: tax, liability and asset protection
Your chosen business structure has massive implications for your tax liability, asset protection and cost....
New GST reporting rules for small businesses
The Australian Taxation Office (ATO) recently announced that over 3,500 small businesses will be moved...
Optima Partners to host 4th annual Perth Car Club meet
Optima Partners is proud to host Perth Car Club’s fourth annual anniversary meet-up at our...
Key Dates: April 2025
21 April: Lodgement and payment of March 2025 monthly business activity statement 21 April:...
Selling your business: Best practices
Selling your business is a major decision and a milestone in your career. Whether you’re...
No silver bullet: Plumbing Bros founder discusses expansion
Plumbing Bros Director and CEO James Riddle is no stranger to adversity in business. Despite numerous...
Controversial super tax remains in limbo
The Treasury Laws Amendment Bill 2023, containing the controversial Division 296 tax on superannuation balances...
Key Dates – March 2025
21 March : Lodgement and payment of February 2025 monthly business activity statement. 31...
Buying a business: Seven best practices
Buying a business is great option for entrepreneurs looking to break into the market, and...
2024 -25 Fringe Benefits Tax Year: Preparing for the 21 May Deadline
March 31 marks the end of the 2024-25 Fringe Benefits Tax (FBT) year, meaning that...