How to Start the ‘Big’ Conversations About Aged Care, Retirement, and Succession Planning with Your Family
So, you want to bring up the “big stuff” with your family—topics like aged care, retirement, and what happens to everything you’ve built down the line. These aren’t exactly go-to topics for family brunch, but with a little preparation (and maybe a sprinkle of humour), they don’t have to be stressful, either!
Preparing Your Business for the Holiday Season
The holiday season in Melbourne is more than just a time for shopping sprees and festive gatherings; it’s a golden opportunity for businesses to connect with customers, boost revenue, and set the stage for a successful start to the new year.
Why Working with an Aged Care Specialist Can Make All the Difference
As we or our loved ones age, navigating the world of aged care can feel overwhelming. From understanding funding options and choosing the right care to managing financial considerations and making long-term plans, it’s a lot to take in.
Beware of Share Investment Scams
Share investment scams are on the rise, unsuspecting investors are losing millions to fraudulent schemes. These scams often appear highly convincing, making it difficult to spot the dangers until it’s too late. At Strategem, we take this threat seriously and have implemented stringent security checks to protect our clients and their financial assets.
Welcome to Financial Planning Month 2024
Stay Safe This Scam Awareness Week & Protect Your Financial Information
The Importance of Having a Retirement Plan in Place
What to Look for in a Reliable Business Accountant
Donna Marcus | Her Career Story
What the Latest 2024-25 Federal Budget Means For You
The 2023-24 Federal Australian Budget announcement titled ‘Cost of living help & a future made in Australia’ with a focus on ‘Easing pressures today and investing in a better future’.
What to expect following the announcement of the Victorian State Budget
The 2024-25 Victorian State Budget was delivered on Tuesday 7 May.
ATO focus areas this tax season
The Australian Taxation Office EOFY Focus Areas.
The Australian Taxation Office have released their three key areas of focus ahead of the upcoming tax season.
The Critical Importance of Personal Insurance: Safeguarding Your Future
Adam Middlemis, a seasoned Financial Advisor and Insurance Specialist at Strategem has witnessed first-hand the transformative power of personal insurance.
Navigating Working from Home Expenses
Maximising Your Rental Property Deductions
Australian’s to receive tax relief
What the superannuation concessional contributions cap changes mean
The Federal Government has announced there will be an increase in the standard concessional and non-concessional contribution caps.