Resources
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 …
Case Study: Increasing the Value of a Plumbing Services Business for Sale
Client Plumbing Services Business Background The client’s business primarily services the new residential home industry, property developers, and builders. Their two main businesses were: (1) plumbing for new building fit-outs and (2) drainage works. Challenge The client wanted to sell and exit the business. They wanted …
What' changing for Self-Managed Super Funds (SMSF) in FY 2024?
With the new financial year upon us, it is important to consider what is changing for Self-Managed Super Funds (SMSF) starting 1 July 2023. A summary of the key changes for Self-Managed Super Funds is outlined below, so you can plan for the year ahead…
Maximise Tax Savings with Electric Vehicles
One way to maximise tax savings as the financial year draws to a close is by purchasing an electric vehicle (EV). Passed by the Australian Parliament on 28 November 2022, the Electric Car Discount removes the Fringe Benefits Tax (FBT) on eligible electric vehicles …
Our Resources
A library of downloadable documents and checklists.
CHECKLIST2024 Individual Tax Checklist
Make sure you don’t miss out on any deductions this tax time, with this helpful checklist
CHECKLIST2024 Year End Business Checklist
Make sure you don’t miss out on any deductions this tax time, with this helpful checklist
BUSINESS STRATEGYPrice Reduction
A calculation to show the increase in sales that is required to compensate for a price discounting policy.
BUSINESS STRATEGYPrice 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.
CHECKLIST2024 Rental Property Schedule
Ensure you have all of your documentation in order with this Rental Property Schedule.
CHECKLIST2024 Self-Managed Super Fund Checklist
Use this checklist to help you manage your fund and meet your SMSF obligations.