A 2023 Advent Calendar for our clients

In May and June, we will add two articles to our website that help you plan and take action before the end of the 2023-24 financial year. Both Part 1 and 2 will cover the following, though Part I focuses on key strategies to manage your tax bill. All are worth dedicating time to review and think about how your business can organize your affairs in these ways.

Do the sums for your circumstances

The ATO is targeting unlawful tax and super scheme promoters, citing “serious” penalties and reputational risk.

The practical benefits of improving financial literacy.

Financial advice can make a massive difference in people’s lives. We know this because we see every day in our data just how much better off people are when they follow the advice. But up until now, the majority of Australians haven’t been able to afford it. As a consequence, most Aussies are unaware of what advice is and how it can help them be better off.

Our region-by-region economic outlook and latest forecasts for investment returns.