News

New Client Portal 

We are pleased to advise your new client portal is now ready for use which enables us to securely share documents.

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What happens to your superannuation when you die?

Superannuation is not like other assets as it is held in trust by the trustee of the superannuation fund.  When you die, it does not automatically form part of your estate but instead, is paid to your eligible beneficiaries by the fund trustee according to the rules of fund, superannuation law, and the death nomination you made.  

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Recruiting new employees? The 1 November superannuation rule changes

When your business hires a new employee, the Choice of Fund form is used to identify where they want their superannuation to be directed.

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Unwinding COVID-19 Relief

 COVID-19 support will roll back as states and territories reach vaccination targets.

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Quote of the month

Quote of the month  “Personally, I'm always ready to learn, although I do not always like being taught.” Winston Churchill

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What now? Unwinding the Pandemic  

Australia’s two largest states and the ACT are in lockdown as the Delta strain of COVID-19 takes its toll while others are standing firm on a policy of eradication. The result is a country at a policy impasse and divided by border restrictions.

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Did your super fund receive a compensation payment?

Is a financial services compensation payment to your superannuation fund a contribution?

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Divorce, Superannuation and the Gender Divide

New legislation will help prevent superannuation assets from being hidden during divorce proceedings.

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Mental Health Support for Business Owners

Running a business can be an isolating experience. And, with COVID-19 lockdowns and disruptions to trade, the pressure can be intense.

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C.R.E.A.T.E. Award Winner 2021

Our firms values of C.R.E.A.T.E stands for, Collaboration, Respect, Excellence, Accountability, Trust and Enterprise. These values set the behaviours expected of our team members in conduct with each other, our clients and our community.

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Melbourne Lockdown Extended to 11:59pm on Thursday, 2 September

With yesterday’s announcement from Daniel Andrews, Victorian Premier, the lockdown has been extended to 11:59pm on Thursday, 2 September.  

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August 2021 Client Newsletter

Your Knowledge, August edition: Afterpay’s $39bn pay day | Lockdown Support Update | Quote of the month | Growing your business value | Are COVID-19 grants and funding tax free?

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