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In shaky times, investors should hold their nerve

By David Booth, Founder and Chairman, Dimensional Funds Advisors 3 Minute Read When markets feel as shaky as they do now in the US, it is normal to ask: Is this time different? After all, the S&P 500 Index is down some 4% already this year and there is considerable economic uncertainty. But anxious investors today [...]

By |2025-04-16T09:42:40+10:00April 16th, 2025|Categories: Blog, Featured, Financial Advice|Tags: |

February 2025 News

Our February news includes the latest info on CGT withholding, Division 7A myths, Study/training loans updates, SMSF annual return dates and more.  To view all February 2025 stories, please click on the thumbnail image below:  

Join our team

We currently have two roles available for talented and dedicated individuals. We invite you to view all details and apply on the links below, which will take you to Seek's website. Bookkeeper or Accountant - Tax & Business Services, Batemans Bay Client Services Administration - Batemans Bay If you have any questions regarding these roles, [...]

July 2024 News

ATO JULY NEWS   Tips for ATO's 'main residence exemption" The main residence exemption needs to be considered in a variety of situations when a taxpayer sells a property they have lived in.  The ATO hopes that the following tips will help in this regard: Taxpayers should consider if they have started earning income from [...]

By |2024-07-09T19:18:49+10:00July 9th, 2024|Categories: Blog, Business Advice, Featured, Financial Advice, Tax & Accounting|

Key employer lodgement dates 2024-25

The commencement of the new financial year highlights the importance of preparing for upcoming lodgement deadlines. To assist you, we have outlined key dates for various obligations to your employees and the ATO for the next year. *This list is not comprehensive, and additional lodgements may be necessary depending on your specific circumstances or industry. [...]

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