Australia
Purchasing a business premises with an SMSF: A guide for medical professionals

By Arash Zamansani on 19/09/22 - Mins to read: 4 minutes

As an SMSF Specialist Financial Adviser, I often encounter medical professionals considering the purchase of their business premises through a Self-Managed Super Fund (SMSF). This strategy can offer significant advantages but also comes with its own set of considerations and potential drawbacks. Here is a guide on some of the...
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The critical role of Buy/Sell insurance in protecting business partnerships

By Amy Gill on 19/09/22 - Mins to read: 4 minutes

Running a business with a partner is the culmination of shared dreams and aspirations. But what happens if one partner is no longer there due to an untimely event, like death or permanent disability? Without proper planning, the untimely loss of a business partner can plunge the business, the employees...
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Navigating the impact of the current economy and planning to thrive

By Scott Harrington on 19/09/22 - Mins to read: 4 minutes

In today's economic landscape, private businesses face a myriad of challenges that can significantly impact their operations and profitability. The current economic conditions, characterised by rising costs and high interest rates, necessitate strategic planning to maintain your business’s financial health and competitive advantage. This article explores the key economic factors...
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The romance of being a CFO

By Jeffrey Luckins on 19/09/22 - Mins to read: 4 minutes

Roses are red Violets are blue Romance has nothing to do With a CFO who is tired & blue So where is the romance of being a CFO? Love is constant Anyone who truly knows and understands the specific qualities that make a great CFO will appreciate the distinguishing characteristics...
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Strategic wealth planning for high-net-worth Australians

By Scott Montefiore on 19/09/22 - Mins to read: 4 minutes

Financial planning can be particularly complex for high-net-worth or affluent Australians. Structuring wealth involves navigating various challenges, including tax implications, legal considerations and family dynamics. For this reason, many affluent Australians seek advice from professionals to design an optimal wealth structure for themselves and their families. These strategies often involve...
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Assessing the impact of key person risk on business valuation

By Mark Calvetti on 19/09/22 - Mins to read: 4 minutes

Effective succession planning begins with identifying key person risk within a business by understanding the roles of key people and assessing how these individuals influence the business’s overall valuation. A key person is someone who holds significant influence over the organisation’s operations and performance. This could include technical or process...
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