When is your investment a failure?
  • March 11, 2020

When is your investment a failure?

Bree Hanslow – Financial Planner discusses her personal experience with the decision over what investment, and the consequences of her decision

Why do SME’s need a great advisor?
  • March 04, 2020

Why do SME’s need a great advisor?

Natalie Parker, CA Director. Discusses the rationale for SME’s considering the possible consequences of not having a great advisor for their business.

Responsible Investing – Just for tree huggers?
  • February 28, 2020

Responsible Investing – Just for tree huggers?

Rebecca Woolstencroft – CA/GAICD Chief Executive Officer/Director discusses Responsible Investing. What does it really mean, Why should you consider this type of Investment

Importance of insuring yourself… even at a young age. Based on Personal Experience
  • February 21, 2020

Importance of insuring yourself… even at a young age. Based on Personal Experience

Corinne writes about her personal experience when a sudden injury impacted their family income. She tells how fortunate they as a family had taken out a Personal Income insurance policy.

Read on for her full story and ways how you can reduce your personal and business risk

Xero Now Includes Hubdoc At No Extra Cost
  • February 18, 2020

Xero Now Includes Hubdoc At No Extra Cost

The Xero offering has been enhanced with the inclusion of Hubdoc. This new offering will cost no more than the regular Xero subscription. Effectively for NO EXTRA COST.

Lori Hall , our expert in Xero and Hubdoc offerings would be more than willing to have a call with you to discuss the overall offering and what is involved with an implementation.

Lori can be contacted at mbmshepp@mbmgroup.com.au or 03 5821 9177

Why are ETFs all the rage? Is this an investment I should consider?
  • February 03, 2020

Why are ETFs all the rage? Is this an investment I should consider?

In this MB+M Insights article, Greg Luscombe CA, Director MB+M, discusses the present popularity of Exchange-Traded Funds.

Specifically, he will answer: (a) Why are EFTs so popular? (b) What care should you take with EFTs? (c) Knowing which one to select? (d) Should I select my own EFTs?

Greg has been a Partner and Director at MB+M for almost 30 years. He has extensive experience in income tax matters and this, linked with his financial planning expertise, provides a unique skillset in our community.

Support for small regional businesses
  • August 30, 2021
Support for small regional businesses

The Australian government has recognised that small businesses are the cornerstone of our regional communities and know that many are doing it tough at the moment and, to that end, has introduced the Drought Communities Small Business Support Program (DCSBSP).

COVID Hardship Grant & Unpaid Pandemic Leave
  • August 26, 2021
COVID Hardship Grant & Unpaid Pandemic Leave

MB+M Business Services Team brings you another article on: COVID Hardship Grant & Unpaid Pandemic Leave If you have a small business this is a must-see video for you. Adrienne goes through the Small Business COVID Hardship Fund and Lori shows us how to utilise Xero for turnover calculations and processing unpaid Pandemic leave. We … Continue reading “COVID Hardship Grant & Unpaid Pandemic Leave”

COVID Relief – what’s available?
  • August 23, 2021
COVID Relief – what’s available?

More announcements from the Government have been made over the weekend.  Adrienne lays out all the COVID Relief assistance available as of today (23 August 2021).

Small Business COVID Hardship Fund
  • August 13, 2021
Small Business COVID Hardship Fund

Watch Anthony’s newest video.  Anthony talks about the latest Victorian Government Support Packages available for businesses and individuals.

Important note: Round 2 extension is still open. It’s not too late apply. However, the cut off date is this Friday the 13th August. 

Am I too young to be thinking about Insurance?
  • August 12, 2021
Am I too young to be thinking about Insurance?

Samantha Cody is young and has a full life in front of her. However, as she had a young child, she asked herself in the of a tragic event how would her daughter’s education & everyday living expenses be met until she becomes independent?

Samantha takes you thru her decision-making process for determining if she needed insurance, and what form it should be.

Succession planning: are you ready?
  • August 11, 2021
Succession planning: are you ready?

In his 20 years at MB+M, Relationship Manager Anthony Pearson CA has helped farmers and families with succession planning. 

Here’s his advice for starting a succession plan – and why you should do it earlier rather than later. 

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