Software
Best cloud accounting software for small business
Are you a small business thinking about using cloud accounting software? This helpful article will help you decide which is best for your business needs + which platform we recommend
Accounting + Taxation | Business Growth
Are you a small business owner struggling with current pressures?
Are you a small business owner experiencing burnout with increasing costs to do business? Investing in an accountant to help reduce costs, improve cash flow and ultimately help your business thrive may be the missing piece of the puzzle.
Financial Advice | Wealth Creation
Spotlight on Myles Martin – Authorised Rep
OzPlan’s Authorised Representative Myles Martin talks about why he loves being a financial planner and how he helps his clients.
Financial Advice | Wealth Creation
Spotlight on Vince Gagliardi – Authorised Rep
All of our Authorised Representatives are experienced Financial Planners. Each however, also has a specialisation that they are particularly passionate about. Today we are going to find out what makes Vince Gagliardi tick …
Financial Advice | Retirement | Wealth Creation
Facing a sudden (or impending) job loss can be a stressful and uncertain time.
Between two and three per cent of employees in Australia are made redundant every year. So, if it happens to you, you are not alone.
Retirement
Guide to Concession Cards
The excitement of retirement + a new stage of life raise questions about how to manage finances. Seniors’ concession cards can help make ends meet.
Retirement
Tips how to maximise Age Pension entitlements
Are you mid or pre-retirement and thinking about the Age Pension? Perhaps you think you aren’t eligible or wish you could get more. After some restructuring and with the help of a Financial Advisor, you could be getting more. Read on to find some strategies about how this may be possible
Accounting + Taxation
Tax and your online side hustle
Many people are now looking to make some extra income from a ‘side hustle’. But is it a hobby or a business, and do you need to pay tax?
Wealth Creation
When was the last time you did a Super Health Check?
The ATO recommends doing a 6-step Super health check this tax time to make get on top of your superannuation
Accounting + Taxation
ATO Changes Approach for Tax on Professionals
The ATO is interested in how professional firms are structured + how the profits are taxed. Is your professional firm in the green zone, or likely to get audited? Read more to find out.
Accounting + Taxation | Software
Xero’s short-term cash flow feature for businesses
Xero’s cash flow dashboard can help businesses keep track of your income and expenditure so you can keep in control.
Business Growth
Managing a healthy cash flow
Times are tough for small businesses which is why it is crucial to maintain + manage a healthy cash flow. Recent government changes may help or hinder cash flow for Australian small businesses
Software
Single Touch Payroll (STP) How-to videos + updates
Watch a range of our refresher videos about Single Touch Payroll (STP) to make sure you are ATO compliant with payroll
Financial Advice
Mortgage VS Super VS Interest rates
With interest rates rising, if you have some extra cash should you be making extra repayments on your mortgage or boosting your super?
MB+M News
2023-24 Federal Budget Update
Anna + Adrienne discuss the 2023-24 Federal Budget and how it affects business owners, pension recipients, and superannuation
Financial Advice
The cost of refinancing
You should weigh up the fees and savings before refinancing your loan or mortgage. Read about the different types of fees you may face
Financial Advice
Too many assets for the Age Pension?
Discover how investing in a lifetime income stream may boost your Age Pension and protect your lifestyle for a worry-free retirement
Retirement
7 questions to ask yourself about retirement
Thinking about retiring? Here are 7 questions you should ask yourself if you are thinking about retirement.
Financial Advice | Retirement | Wealth Creation
The costs and benefits of a SMSF
MB+M weigh the costs and benefits of a SMSF. Looking to take control of your super? Opening a Self-Managed Super Fund may be right for you.
Business Growth
Goal Setting – planning for success
MB+M can help small businesses and individuals identify what they want out of life and what changes they need to make to ensure they get there.
Financial Advice
Start your life together on the right financial foot
Did you know the average Aussie wedding costs over $36k?! Before you start planning your wedding, you should talk finances with your partner.
Software
5 reasons you should move to the cloud
5 reasons why changing to cloud-based accounting software will help small businesses. You will have wished you made the switch sooner.
Software
Xero vs MYOB Comparison – A Second Opinion
Do you want to make the switch to cloud-based accounting software? This in-depth interview answers some fundamentals on Xero vs MYOB
Retirement
Are you prepared for Aged Care?
No-one likes to talk about getting old, but when you or a family member needs help, there’s no getting around it. Many of our clients want to know what choices they have in their older years – and it is crucial to get prepared and have these difficult discussions now in preparation for potential changes in aged care.
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.
Retirement | Wealth Creation
How do I fund the later years in retirement?
We discuss how you can achieve a comfortable and financially secure retirement by evaluating future living expenses and creating a realistic budget.
Wealth Creation
Common investing mistakes to avoid
Successful investing is about avoiding mistakes + taking a thoughtful approach. Read more for common errors to avoid when investing
Accounting + Taxation
Common mistakes claiming rental expenses this tax time
Learn how to avoid common rental expense mistakes when claiming tax deductions. Read our tips on claiming repairs, interest, body corporate fees + more correctly.
Accounting + Taxation
Victorian Land Tax Assessment changes equal higher Tax Bills
Many Victorians have received Land Tax Assessments this year – many for the first time. Read more about the Land Tax bill changes.
