Getting Ready to Visit Your Accountant: Tax Return Preparation Made Easy

Tax time doesn't have to be stressful - being well-prepared can make your appointment with your accountant smoother, faster, and more valuable. Whether you’re an individual, a sole trader, or managing multiple income streams, a little organisation upfront can go a long way toward maximising your deductions and avoiding delays. Here’s how to get ready for your tax return appointment this year:

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Jenni Anderson
Market Update - Month Overview (June 2025)

The Australian share market delivered strong gains in June, driven by global momentum and easing inflation. With the ASX 200 rising 1.4% for the month and 9.5% over the quarter, investors are optimistic. Softer inflation and solid employment have lifted expectations of interest rate cuts, supporting confidence across key sectors.

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Jenni Anderson
Understanding the Importance of Having a Financial Plan

When it comes to achieving your financial goals - whether it’s buying a home, growing your business, retiring comfortably, or simply feeling more in control - having a clear financial plan is essential. It’s not just for the wealthy or those nearing retirement. A financial plan is a tool that benefits anyone who wants to make smarter decisions with their money.

Here’s why having a financial plan matters and how it can make a difference to your financial wellbeing.

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Jenni Anderson
Death Benefit Processing: Streamlined Steps for Assisting Beneficiaries with Withdrawals

The death of a loved one is challenging, and the financial implications can often add further stress during this difficult period. In Australia, managing superannuation death benefits involves specific processes designed to streamline withdrawal and provide clarity for beneficiaries. Understanding these steps can significantly reduce complexity and accelerate the process, allowing beneficiaries quicker access to vital funds.

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Jenni Anderson