Australia
Family Office, Do I Need One?

By Erik Solum on 15/09/21 - Mins to read: 3 minutes

It seems that nearly every affluent family in Australia is either establishing a family office or seeking advice on how to do so from wealth managers across the country. Here, we help answer the question: "Do I need a family office?" What is a Family Office? A family office solution...
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Family Office and the value of good governance before financial strategy

By Andrew Bradley on 15/09/21 - Mins to read: 3 minutes

In a Family Office, addressing family dynamics and establishing good governance should occur before developing or executing on a financial strategy. Think of establishing the governance framework as laying the foundations that set the family up to safeguard and grow its wealth, execute on an investment strategy and manage any...
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How you can help your SME navigate the regulatory maze

By Scott Harrington on 15/09/21 - Mins to read: 3 minutes

Small and medium-sized enterprises, or SMEs, play a significant role in the global economic landscape, serving as pivotal contributors that create jobs and drive economic growth while facing a complex and ever-changing regulatory environment. Compliance with laws and regulations is essential to the success of any business, but for SMEs,...
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The going concern assumption – nailing that cash flow forecast

By Nicholas Benbow on 15/09/21 - Mins to read: 3 minutes

You’re a CFO in the final lap of the annual financial statements audit – almost all ticking and checking done – when along comes the audit manager and asks you for a cash flow forecast. You ask why? The audit manager says something about the going concern assumption and their...
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Year-end tax planning considerations for medical practitioners

By Julie O'Reilly on 15/09/21 - Mins to read: 3 minutes

With the end of financial year (EOFY) just around the corner, it’s not too late to start thinking about how you can take advantage of any additional tax deductions before 30 June. Spending some time planning now may result in an uptick in your refund or could even reduce your...
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