When Strategy Delivers…

Helping families secure their retirement always makes me happy. It’s about giving clients peace of mind, while using the right strategies to maximise outcomes and to minimise tax implications. Recently one family sold a large family home, finding themselves with around $1M of surplus funds to help fund their retirement. Because of their circumstances, we…

Ease and Expertise…

A conversation with a new client made me realise how we all have our areas of ease and expertise. And it’s those areas of ease we undervalue and those skills we take for granted. I explained I was struggling with a concept she’s an absolute whizz at BTW. Her genius is online course creation. Meanwhile…

Good Record Keeping Can Reduce Stress!

Recently we’ve been helping a family with their Self-Managed Super Fund (SMSF) administration needs. We were asked us to help administer the SMSF after they found the Fund’s ‘old accountant’ was less than helpful. Add that to the fact he’d given them information that could have made the Fund non-compliant if they’d followed it, they…