In our latest episode, we discuss year end planning Hosted by : Director of Business Concepts Group, Financial Planner and Accountant
Tag: financial
SMSF NS050 : Welcome to 2018 Financial Year
In our latest episode, we discuss welcome to 2018 financial year. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
NV083: Welcome to 2018 Financial Year
In our latest episode, we discuss welcome to 2018 financial year. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant
NV079: 10 Common Mistakes made When Investing
In our latest episode, we discuss 10 common mistakes made when investing. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant
NV077: Good Practice for Small Business
In our latest episode we discuss good practice for small business. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant
SMSF NS041: The Latest Update on the Superannuation Changes Announced by the Government
An update on the latest update on the superannuation changes announced by the Government. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
NV064: Small Business CGT Concessions
A discussion around Small Business CGT Concessions and a tax update. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant
SMSF NS 030_SMSF Estate Planning Gone Wrong
An update on how SMSF Estate Planning can go wrong and a look at actual court cases. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS 029: ATO Activity Around SMSFs
Some of the recent ATO activities around SMSFs and some tips to keep you out of trouble with your Fund. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS 028: Welcome to the 2016 Financial Year
Welcome to the 2016 Financial Year. Review the SMSF Trustee checklist to collate key information. This episode will also go through a review of SMSF documentation in particular around Estate Planning. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
NV061: Welcome to the 2016 Financial Year
To make sure you get everything covered, Sarah is joined by BCG’s Chris Reed to run through a quick update of all the different year-end reporting requirements such as documents to have on hand, BAS statements, payroll summaries, lodgments, taxes and budget measures. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant
WIF_1: Introduction
Introduction to all the financial issues concerning women to be discussed in this eight-part series. Episodes will feature topics such as Superannuation, Insurances, Investing, Estate Planning and what to look out for when considering each of these areas including some tips, traps and ideas to help women today get ahead. Hosted by : Director of […]
WIF_2: Importance of Superannuation for Women
Looks at the importance of Superannuation to women. Superannuation is a major contribution to outcomes in financial future. Everyone has accumulated Super at some stage and everyone really needs to make the most of it – especially women. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant
WIF_3: Personal Insurances
Personal insurance is an essential part of overall financial health and can help ease the burden of looking after loved ones financially if something unexpected were to happen. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant
WIF_4: Women in Business
Many women these days have got great ideas which they develop into a business. Many of these business started while mothers are at home raising their families. But before starting a business, there are many important things to consider. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant
WIF_5: Investing
Women tend to take less risks than men when it comes to investing. Generally, they are also more willing to take advice and be educated with their investing. This episode discusses the various principles of investing. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant
WIF_6: Estate Planning
Estate Planning plays an important part in financial planning for both men and women, but this applies most especially for women. This episode discusses the significance of estate planning for women and various required documentation that needs completing and reviewing. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant
WIF_7: Debt Management
The importance of debt management will be discussed in this episode, including the two main types of debt in Australia and the need to seek advice before borrowing in regards to structure and whose name the debt is assigned to. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant
WIF_8 : Quick Twenty Minute Financial Plan
A wrap up of everything from the previous episodes in a quick 20-minute financial plan. This quick 20-minute financial plan summarises everything women need to consider and also some quick tips in each area to help get started. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant
SMSF NS 027: Actions to Take Before the End of the 2015 Financial Year
Preparing for the end of the 2015 Financial Year. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
NV060: Getting Ready for EOFY 2015
To make sure you get everything covered, for this episode, Sarah is joined by BCG’s Chris Reed and they will run through a quick update of all the different year-end reporting requirements such as documents to have on hand, BAS statements, payroll summaries, lodgments, taxes and budget measures. Hosted by : Director of Business Concepts […]
SMSF NS 026: 2015 Budget Special and Superannuation
2015 Budget special noting that for Superannuation, there weren’t many changes. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
SMSF NS 025: ATO Activities
A discussion of recent ATO activities and in particular around the Auditor/ actuary contravention report (ACR). Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
NV058: Trust Resolutions and the ATO Amendment Period
Discussion on trust resolution requirements prior to 30 June and the time limits for ATO amendments. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant
NV057: Current ATO Targets and Data Matching
A discussion about the current tax office targets audit targets and the data matching program the ATO is using to identify audit targets. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant
NV056: FBT Changes
FBT changes for exemptions. Hosted by : Director of Business Concepts Group, Financial Planner and Accountant
SMSF NS 022: Financial System Inquiry Report
This first show for 2015 recaps the financial system inquiry report which was recently released and notes key points which can affect SMSFs. Hosted by : SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist
NV055: Looking ahead at 2015
Happy New Year! Looking ahead what’s in store for 2015 Hosted by : Director of Business Concepts Group, Financial Planner and Accountant