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

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

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XERO JUST GOT SO MUCH BETTER!! NOW IT INCLUDES HUBDOC AT NO EXTRA COST!!!

XERO JUST GOT SO MUCH BETTER!! NOW IT 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

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

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.

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Whether you acknowledge it or not, we are all leaders!

Whether you acknowledge it or not, we are all leaders!

MB+M is proud to make available the first Insight of 2020. This is the first post of a series that members of MB+M’s expert team will produce this year. In the first article, Amy Marshall, Compliance Manager at MB+M, talks about her leadership development and how it has highlighted the need to enhance her leadership skills. In the article she also discusses her issues with not saying “no”, delegation and personal burnout. It’s a great piece for anyone who leads.

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Great Leaders, Have Learned the Art of Delegation

Great Leaders, Have Learned the Art of Delegation

One of the most difficult transitions for leaders to make is the shift from doing to leading. As a new manager you can get away with holding on to work. Peers and bosses may even admire your willingness to keep “rolling up your sleeves” to execute tactical assignments. But as your responsibilities become more complex, the difference between an effective leader and a super-sized individual contributor with a leader’s title is painfully evident.

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Powers of Attorney – Guardianship Issues

Powers of Attorney – Guardianship Issues

MB+M is always looking to partner with other professionals who have the expertise to ensure we are meeting our clients’ needs.  Irongroup is one of those that we work with, along with other legal firms to ensure we match the client need with the expertise required.  Below is their recent article outlining some great scenarios that you might find yourself with guardianship.  If you are interested in finding out more, please contact your adviser at MB+M who can tell you more.

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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.

We are located at

23 Nixon Street, Shepparton, Victoria 3630

03 5821 9177