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Advisors

Accountants

Auditors

We are advisors and accountants with expertise in audit and assurance, business advisory, superannuation, business valuation, trusts and estates, taxation and R&D tax incentives. Our advisors work with SMEs, family businesses, professionals, individuals and not for profits. We have been delivering services, results and value to the Newcastle and Hunter Region for over 25 years.

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Succession The Series: Part One

Ok, not that Succession series. Each month we’ll bring you a new perspective on transferring property. Be it estate planning, managing an inheritance, or the various forms of business succession....

The Ban on Genetic Test Insurance Discrimination

The ability for life insurers to discriminate based on adverse predictive genetic test results will be banned under a new Government proposal. Predictive genetic tests detect gene variants...

Payday Super: The Details

‘Payday super’ will overhaul the way in which superannuation guarantee is administered. We look at the first details and the impending obligations on employers. From 1 July 2026, employers will be...

More Women Using ‘Downsizer’ Contributions to Boost Super

If you are aged 55 years or older, the downsizer contribution rules enable you to contribute up to $300,000 from the proceeds of the sale of your home to your superannuation fund (eligibility criteria applies)…

Is the RBA to blame? The economic state of play

The politicians have weighed in on the Reserve Bank of Australia’s economic policy and their reticence to reduce interest rates in the face of community pressure. We look at what the numbers are...

Property and ‘lifestyle’ assets in the spotlight

Own an investment property or an expensive lifestyle asset like a boat or aircraft? The ATO are looking closely at these assets to see if what has been declared in tax returns matches up. The...

It wasn’t me: the tax fraud scam

You login to your myGov account to find that your activity statements for the last 12 months have been amended and GST credits of $100k issued. But it wasn’t you. And you certainly didn’t get a...
Business in 2024

The rise in business bankruptcy

ASIC’s annual insolvency data shows corporate business failure is up 39% compared to last financial year. The industries with the highest representation were construction, accommodation and food services at the top of the list.

Image of a couple with a zigzaged line between them and a broken heart next to them

Divorce; you and your business

Breaking up is hard to do. Beyond the emotional and financial turmoil divorce creates, there are a number of issues that need to be resolved…

Photo of two hands exchanging a gift with a ribbon on it

When is a gift not a gift?

A gift of money or assets from an individual is generally not taxed if the gift is given voluntarily, nothing is expected in return, and the gift giver does not materially benefit. However, there are some circumstances where tax might apply…

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