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News & Events Andrew Ford News & Events Andrew Ford

National & Global Investment Market Insights

Thursday the 20th of February saw the  National & Global Investment Market Insights event in the Alexander Spencer Office Event space, hosted by AS Wealth Advisors. The event provided invaluable perspectives on the ever-evolving investment landscape. We were privileged to hear from Andrew McKie, Co-founder and Portfolio Manager at Elston Asset Management, who shared deep insights into market trends, portfolio strategy, and the opportunities shaping 2025.

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Our Resources

A library of downloadable documents and checklists.

CHECKLIST

2024 Individual Tax Checklist

Make sure you don’t miss out on any deductions this tax time, with this helpful checklist

CHECKLIST

2024 Year End Business Checklist

Make sure you don’t miss out on any deductions this tax time, with this helpful checklist

BUSINESS STRATEGY

Price Reduction

A calculation to show the increase in sales that is required to compensate for a price discounting policy.

BUSINESS STRATEGY

Price Increase

If you adopt a premium pricing strategy, the table in this resource shows the amount by which your sales would have to decline following a price increase, before the gross profit is reduced below its present level.

CHECKLIST

2024 Rental Property Schedule

Ensure you have all of your documentation in order with this Rental Property Schedule.

CHECKLIST

2024 Self-Managed Super Fund Checklist

Use this checklist to help you manage your fund and meet your SMSF obligations.