Business reset – let’s tick some New Year boxes

Happy New Year! 2022 has ticked over and it’s time to tick off some New Year business boxes!

Now is the perfect time to reflect and reset your business for the new year. It’s time to grab a pen and paper, sit down with a cuppa and ask yourself …

Spotlight on Bree Hanslow – Authorised Rep

All of MB+M OzPlan’s Authorised Representatives are experienced Financial Planners.  Each Rep, however, also has a specialisation that they are particularly passionate about.  Today we are going to find out what makes Bree Hanslow tick …

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.  Each of our Reps offer great Financial Planning advice but also specialise in their favourite discipline.  For you, our client, this means your Financial Planner can bring in the expertise from any of the team.  Effectively, 5 specialists at your fingertips!

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.

What is a Director ID and do I need one?

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.

Important Updates for Business Owners

With another BAS Period coming to a close, Matthew McDowall from the Xero team has put together a short video describing a recent addition to the GST Activity Summary report, Unfiled GST Amounts.

Xero have added this new feature to pick up the transactions that can sometimes get missed when completing your activity summary due to timing of transactions and coding.