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We're featured in the AFR!
We’re excited to share with you a recent article published in the Australian Financial Review, where Sevan Tuna and Garry Stephensen of Lloyds Corporate Brokers delve into one of the most critical aspects of business ownership and succession planning. In today’s rapidly evolving business …
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.