What We Do
We provide accounting and financial solutions for businesses, families and individuals throughout the Ballarat and Melbourne region.
News & Insights
Commonwealth Penalty Unit Increase: What It Means for ATO Fines
Effective 1 July 2026, the value of a Commonwealth penalty unit increased from $330 to $364. While an update to…
SMSF Property Valuations: Ensuring an Audit-Ready Portfolio
For high-net-worth individuals and family groups using Self-Managed Super Funds (SMSFs), real estate often forms the cornerstone of their long-term…
Navigating the Proposed 30% Minimum Tax on Discretionary Trusts
Discretionary trusts, commonly referred to as family trusts, have long served as a cornerstone of Australian financial planning. For decades,…
Team Q&A: Emma Sinclair
Meet Risk Insurance & Financial Planning Administrator Emma Sinclair. Joining the team at the end of 2024, with a strong…













