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Posted in Planning

Will Trusts

Posted on 26 June 2013
  As a result of superannuation, life insurance, inheritances and homes, most people are worth more than they think. When organising your will, it is important to structure your estate to ensure that all of your assets are distributed to the people you choose, and that those people do not pay more tax than is necessary. Considerable savings are available if you take the time to plan your estate properly. One tool for structuring estates is the discretionary will o...
Posted in: Superannuation Estate Business Structures Planning Beneficiary Nomination Strategy   0 Comments

Rich Relationships

Posted on 25 June 2013
    Cultivate customer relationships and watch your business thrive. Word of mouth is still the most powerful form of advertising – a cliché perhaps, but true all the same. Relationship marketing can be vital in creating customer loyalty. It is important to ensure that the customer has the best possible experience every time they come through the door or have contact with the business. It is much more difficult and expensive to acquire a cus...
Posted in: Growth Customer Service Planning Cash Cash flow Profit Strategy   0 Comments

Cash is King!

Posted on 23 June 2013
  With 30 June just around the corner, small businesses are beginning to wonder why their accountants say they have made a profit yet their bank balance never seems to grow. The simple answer is cash flow! Cash flow is the lifeblood of any business and managing your cash flow is key for successful business operations. How do you manage and improve your cash flow? Below are some helpful hints: Invoice your customers regularly and follow them up if they are ...
Posted in: Planning 2013 Cash Cash flow Profit Strategy   0 Comments

Superannuation Binding Death Benefit Nominations

Posted on 22 June 2013
Following the death of a member of a super fund the trustee is responsible for administering the members balance by way of payout to beneficiaries or by allocating to a reversionary pension. To remove this uncertainty we recommend that members consider a Binding Death Benefit Nomination. Many of our funds have non-binding nominations in place that can be used by the trustee as a guide when distributing death benefits. The problem is that ultimately with a non-binding nominatio...
Posted in: Superannuation SMSF BDBN Binding Death Benefit Nominations Planning 2013 Trustee Member Beneficiary Nomination Admin   0 Comments

End of Financial Year Reminder

Posted on 20 June 2013
  Do you need to make a super contribution, withdraw a pension or pay a business expense prior to 30 June 2013? Don’t leave it too late – as 30 June falls on a Sunday this year the banks have recommended that payments are made no later than Tuesday 25 June to ensure that it is cleared and recorded on your bank statement prior to the last business day of the financial year – Friday 28 June. ...
Posted in: Planning 2013 Admin Compliance Cash Cash flow Strategy   0 Comments

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