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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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Time Money Increasing Wealth

Threshold for tax-free retirement super increases

The amount of money that can be transferred to a tax-free retirement account will increase to $2m on 1 July 2025.  The transfer balance cap - the amount that can be transferred to a tax-free...
Retire Pass Away Super Question

Is there a problem paying your super when you die?

The Government has announced its intention to introduce mandatory standards for large superannuation funds to, amongst other things, deliver timely and compassionate handling of death benefits. Do...
Credit Card Surcharge Surcharges

Will credit card surcharges be banned?

If credit card surcharges are banned in other countries, why not Australia?  We look at the surcharge debate and the payment system complexity that has brought us to this point.  In the United...
Baby Boomer Family Business Future Planning

Why the ATO is Targeting Babyboomer Wealth

Succession planning, and the tax risks associated with it, is our (the ATO’s) number one focus in 2025.

Tax and tinsel Q&As

What can I do to make the staff Christmas party tax deductible or tax-free? Not have one? Ok, seriously, it’s likely that you will pay tax one way or another; it’s just a question of how. If you...

Phasing out cheques

The Government has announced a transition plan to phase out the use of cheques. Under the plan, cheques will stop being issued by 30 June 2028 and stop being accepted on 30 September 2029. The use...

Tax deduction denied for signature basketball shoe R&D

The Federal Court has denied a sports company’s appeal to claim research & development incentives for the creation of an Australian signature basketball The Federal Court has denied a sports...

What’s ahead in 2025?

The last few years have been a rollercoaster ride of instability. 2025 holds hope, but not a guarantee, of greater stability and certainty. We explore some of the key changes and challenges.  ...

Are student loans too big?

Australian voters tend to reject US style education favouring more egalitarian systems where income does not determine access. In the US, average student debt is USD $37,693 (public and private...

When overseas workers are Australian employees

The Fair Work Commission has determined that a Philippines based “independent contractor” was an employee unfairly dismissed by her Australian employer.  Like us, you are probably curious how a...