Australia’s leading legal news portal Lawyers Weekly recently quoted Pitcher Partners and Mergermarket’s M&A report, Dealmakers: Mid-market M&A in Australia 2018 noting further growth in mid-market M&A would be expected in 2018, but due diligence would be a focus of…
When wealth accumulates in a family and is passed on through one generation to another, the complexity of wealth management and preservation increases. Legal, tax and financial aspects are all the considerations you need for managing, growing and protecting assets.…
Control is a key factor in business succession. If you do not control your business succession you will not realise the potential benefits that are available. However, certain pressures will impact on your succession that you cannot control. It is…
A new small business employment incentive grant of up to $2,000 is available to non-payroll tax paying businesses that hire new employees (full-time, part-time and casual) on or after 1 July 2015 until 30 June 2019. This grant is to…
No two lives will ever be lived the same way, but the one universal truth that applies to all of us is that life can be fragile and unpredictable. This has a profound effect on our financial planning, as we…
It seems that 2015 has been a busy year for mergers and acquisitions. This could be related to factors such as low interest rates on borrowings, improvements in technology & globalisation, excess idle cash with low cash rate returns,…
Thousands of Australians head offshore each year to expand their horizons and a lucky few will fund their adventure by working overseas. Some may live overseas and work for an extended period, but there can often be confusion about the…
Choosing a mortgage product may seem pretty straight forward these days as there are over 100 products available from various financial websites for comparison purposes. Clients usually think of the interest rate as being the main consideration when choosing the…
The general rule is that superannuation is not part of your estate unless you expressly make it part of your will, right? Well, maybe not. A recent case before the courts serves as a warning to make sure that you…
The cherry on top of your sensible decision to obtain quality tax planning or investment advice is to find that some of the costs involved are tax deductible. But while the tax law allows specific deductions for certain expenditures regarding…
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