Finance & growth
10 articles. Related service: Investment & financial advisory
AML/CTF reforms: what the 2026 changes mean for accountants, lawyers, real estate agents and their clients
Australia's AML/CTF regime now covers accountants, lawyers, conveyancers and real estate agents. What firms must do and what clients should expect to be asked.
Read articleBuilding wealth outside your business: the principles
Why business owners should build wealth beyond the business, and the general principles of paying yourself, buffers, debt, structure and diversification.
Read articleBusiness funding options in Australia: debt, equity and everything between
A plain guide to how Australian businesses raise money, from bank debt and invoice finance to equity, hybrids and grants, and how to match each to the need.
Read articleBuy-sell agreements between business partners
What a buy-sell agreement does, the events it should cover, how buyouts are valued and funded, and the tax and legal issues business partners need to plan for.
Read articleSuccession planning for family businesses
How family business owners can plan the handover of ownership and management, treat children fairly, manage tax and keep both the business and family intact.
Read articleThe KPIs worth tracking as your business grows
The financial and operating measures that tell Australian business owners how their business is really performing, and how to build a simple monthly dashboard.
Read articlePaying yourself: salary, dividends and distributions
How Australian business owners take money out of a sole trader, partnership, company or trust, and the tax and cash flow points to plan for each year.
Read articlePreparing a business loan application your bank will take seriously
What Australian lenders look for in a business loan application, the documents to prepare, and how to present your numbers so a credit team can say yes.
Read articleSMSFs and business real property: a general overview
How a self-managed super fund can hold the premises a business trades from, the rules that apply, the risks to weigh, and why licensed advice comes first.
Read articleSuperannuation basics for business owners
Super from both sides of the desk: your obligations as an employer, how your own retirement saving works, and the general principles to discuss.
Read articleLet’s talk about your business.
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