Business Budgeting and Forecasting Services: A Strategic Guide for Australian SMEs
With 2,729,648 actively trading businesses in Australia as of June 2025, staying ahead requires more than just hard work; it demands a clear view of...
Business Growth Advisor Glen Huntly: Strategic Guidance for Melbourne SMEs
What if your end of year tax return wasn't just a compliance hurdle, but actually the blueprint for your next 20% increase in profit? For many local...
SMSF Accountant Bentleigh: Local Strategic Advice for Your Retirement Fund
As an SMSF Trustee, understanding the SIS Act or worried about a surprise ATO audit, you aren't alone. Many Bayside residents start their...
Tax Advisor Caulfield: Finding a Strategic Partner for Your Business Success
What if your accountant was the person you felt most excited to call, rather than the one you dread hearing from? Many business owners in Melbourne's...
Business Tax Return Sydney: A Strategic 2026 Guide for Local SME Owners
Did you know that nearly 90% of small business tax errors in Australia stem from simple record-keeping oversights rather than intentional evasion?...
Expert Business Accountant in Brighton East: Strategic Advice for Local SMEs
What if the only time you heard from your financial advisor wasn't just a few days before a major ATO deadline? According to data from the Australian...
Foreign Resident Capital Gains Withholding Guide: Selling Property in Melbourne, Sydney & the Gold Coast (2026)
Imagine standing in a solicitor's office in Sydney on settlement day in early 2026, expecting a full payout for your investment property, only to...
Welcome to the first Advisory Report Podcast In this episode of Geoff’s Advisory Podcast, we look at rental properties and the ATO’s “traffic light” approach to tax claims — what’s green, what’s amber, and what is likely to flash red. Rental property tax can look simple, but the ATO is paying close attention to common mistakes: over-claiming interest, claiming private or capital costs as repairs, forgetting to apportion expenses, claiming travel incorrectly, and not keeping proper records. The ATO’s rental property guidance makes it clear that expenses must be connected to earning rental income, and that some claims must be [...] READ MORE
How to Set Up an ATO Payment Plan: A Reassuring Guide for Melbourne and Sydney Business Owners
Last Tuesday, a boutique owner in Sydney sat staring at a $32,000 BAS debt, feeling the heavy weight of potential penalties. It's a common story; the...
Tax Deductions Checklist for Small Business 2026: A Melbourne & Sydney Guide
Last July, a retail business owner in Melbourne's South Yarra realised she'd missed over A$4,350 in legitimate claims simply because she wasn't aware...
Small Business Accountant Gold Coast: Your Guide to Finding a Trusted Partner in 2026
What if the person managing your books was actually the secret weapon behind your next 15% increase in profit margins? According to 2024 industry...
How to Get an ABN for My New Business: A Step-by-Step Guide for 2026
What if that 11-digit number you're chasing is more than just a registration requirement? It's actually the foundation of your professional identity....
Division 293 Tax Explained Simply: A 2026 Guide for High Income Earners
Last October, a client we'll call David opened his mail to find an unexpected A$4,850 tax bill from the ATO, nearly four months after he thought his...
Downsizer Contribution Rules 2026: A Plain-English Guide for Australians
What if the family home you’ve lived in for a decade wasn't just a place of memories, but a tax-effective A$300,000 boost to your retirement...
Late Tax Return Help for Business: A Step-by-Step Guide to Getting Back on Track
Last Tuesday morning, a Melbourne business owner sat at his kitchen table staring at a three year backlog of BAS statements while his phone buzzed...
What Happens in an ATO Tax Audit? A Guide for Melbourne Business Owners
Last Tuesday morning, a business owner in South Yarra opened their email to find a formal notification from the Australian Taxation Office that...
Employee shares and tax explained
Every wonder why you have received a big tax bill after your employer allocated Employee shares to you Geoff sets out in his latest chat how Employee shares are taxed https://youtu.be/Lj2Z1IZ8jvw?si=y3NXYMtGMPdNpXR4
SMSF Compliance Checklist 2026: A Practical Guide for Australian Trustees
Did you know that a single administrative oversight in your self-managed super fund could trigger a tax penalty as high as 47%? For many Australian...
Asset Protection Strategies for Business Owners: Safeguarding Your Wealth in 2026
Imagine waking up to a legal notice that puts a A$1.2 million claim on your family home because of a contract dispute in your business you didn't see...
Managing Business Debt Advice: A Strategic Guide for Melbourne SMEs
Last Tuesday, a local Melbourne wholesaler sat in our office after spending three nights staring at an ATO portal showing A$85,400 in overdue tax....
How to Value a Small Business for Sale: The 2026 Melbourne Owner’s Guide
A 2024 industry report suggests that 34% of Australian business owners undervalue their company by as much as 25% simply because they don't know how...
ATO Taxation Statistics 2022-23: Individual Income Tax Revenue Trends for Melbourne & Sydney Professionals
What if the very deductions you rely on to lower your tax bill are the exact same ones flagging your return for an ATO audit this year? It's a common...
Business Exit Strategy Advisor: Maximising Your Melbourne Business Value
Did you know that while 50% of Australian business owners plan to retire or move on within the next decade, nearly 70% of them haven't written down a...
Quarterly Business Performance Review: A Strategic Guide for Melbourne & Sydney Owners
What if the most valuable hours you spend this year aren't dedicated to chasing new leads, but to pausing and looking at your own data? Many...
Understanding Profit and Loss Statements: A Guide for Melbourne and Sydney Business Owners
Why does your business bank account show a healthy balance when your tax return suggests you're barely breaking even? If you've ever felt blind to...
