Business Owners Archives

Accounting Business Families

Family business and Essential Tax Insights

Owning a family company comes with significant responsibility regarding how payments from the company to you or your family member are handled. Most payments from a company are considered as dividends in the recipient's hands, except the return of original…

David LiangApril 8, 2024

investment advice stocks markets alan kohler innovus advice financial planner accountant wollongong fairy meadow illawarra

Investments Retirement Superannuation Uncategorized

Investing is not the nightly news

Some little time go I had a fairly veiled rant about the focus of media attention on the short-term movement in investment markets. I thought a few pictures might amplify, so I took to the stocks app on my iPhone.…

Paul WrightAugust 17, 2022

Advice Retirement

Financial Advice for Transitioning to Retirement

I have been a financial planner and advising clients for the better part of 30 years. From that experience, I know that the transition to retirement is one of the most daunting times that clients are faced with. You will…

Allan DunnSeptember 3, 2021

Investments Uncategorized

Property Investing 101

As financial planners, we are able to - and do - discuss property as an asset class. We have chosen not to advise our clients on the merits of a specific or individual property, tending to access property as part…

Allan DunnJuly 30, 2021

Advice Uncategorized

What If We Could Predict The Future?

At times like these, it is tempting to seek a secure prediction of the future, after all, we have been living through uncertain times for most of the last year or so, from floods to fire, back to floods and…

Paul WrightJanuary 20, 2021

Advice Business Planning

When Will it Get Back To Normal? – Choices In Uncertain Times

Carol* was in a state. She had just spent 1 hour and 40 minutes on the phone with Centrelink trying to assure them of her entitlement to JobSeeker Payment and finally had convinced the agent that she had registered several…

Paul WrightMay 1, 2020

Business Retirement

I’m a Small Business Owner Too

You may not have thought of this but like many of you not only am I a financial adviser, but I also operate a small business. Like most small business owners I spend a great deal of my working life…

Paul WrightOctober 17, 2019

Advice Investments Uncategorized

Retirement is not the end of Investing

I was having a conversation with a client the other day who was feeling nervous about the state of the share market. This guy has been a client for many years so is quite experienced in terms of the ups…

Paul WrightAugust 23, 2019

Innovus advice wollongong illawarra financial planner financial adviser corporate accountant auditor paul wright best financial planner in wollongong

Advice Business

Last Minute Tax Tips

With the end of financial year approaching, here are a few last minute reminders which might jog your memory, and give you the chance to take action before its all too late on Monday 1st July. If you want any…

Paul WrightJune 19, 2019

Advice Business Uncategorized

What’s it Worth?

A couple of weeks ago we ran out of water. Some of you may know that we live on a piece of paradise in the Southern Highlands which has only one disadvantage – no town water! Photo by Luis Tosta on Unsplash We…

adminOctober 4, 2018

Business Owners