Business reset – let’s tick some New Year boxes
  • December 22, 2021

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
  • December 15, 2021

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?
  • December 03, 2021

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?
  • November 24, 2021

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?
  • November 19, 2021

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
  • November 03, 2021

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.

Business reset – let’s tick some New Year boxes
  • December 22, 2021
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
  • December 15, 2021
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?
  • December 03, 2021
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?
  • November 24, 2021
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?
  • November 19, 2021
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
  • November 03, 2021
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.

READY TO TAKE CONTROL OF YOUR FINANCIAL FUTURE?

Take control today, and rest assured that
your SMSF is in safe hands with MB+M.
Your money, your investment, your decision.

Shepparton

23 Nixon Street, Shepparton, Vic 3630

Numurkah

106-108 Melville Street, Numurkah, Vic 3636

03 5821 9177