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Financial Advice

What happens to my Super when I die?

It’s important to understand what can happen to your Super when you die.  We look at 3 different scenario’s to help you think through your Superannuation situation.

 
 

Accounting + Taxation

Director ID – what is it and how can I apply?

The new requirement to obtain a director ID applies to all individuals who are a Director of a company including those who have an SMSF with a corporate trustee.

 
 

Financial Advice | Wealth Creation

What is the number one problem our Wealth Creation client’s want solved?

With 5 Authorised Representatives, we are pleased to have the largest group of Authorised Representatives in the Goulburn Valley.

 
 

Financial Advice | Software | Wealth Creation

Is it a scam?

Investment scams occur more often than you may think. New data released from Scamwatch Australia has reinforced the sophistication and rapidly growing number of scams each year in Australia.

 
 

Accounting + Taxation | Business Growth | Software

Xero Activity Statement Reporting – Unfiled GST Amounts

The Xero team has put together a short video describing the addition to the GST Activity Summary report, Unfiled GST Amounts.
Xero have added this feature to pick up the transactions that can sometimes get missed when completing your activity summary due to timing of transactions and coding.

 
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