6 Strategies to Prepare your Business for Christmas
In the professional landscape, the holiday season represents a unique opportunity for businesses to strategically position themselves for success.
Restructuring or selling your business? We can help
In a challenging business landscape, if you are considering a major change, your head is no doubt filled with questions.
Safeguarding Your Financial Future - Navigating Insurance
In this blog, we'll explore the world of insurance – a vital component of your financial strategy.
The Bendigo Impact!
Bendigo Venues & Events presentation of Richard Wagner’s complete Ring Cycle Opera, from 24 March – 30 April 2023 at Ulumbarra Theatre
Crafting Your Dream Retirement - A Guide to Retirement Planning
The perfect retirement will look different for everyone, but what people do have in common is the need to have some sort of plan in place.
Tax Tips for Property Investors 2023
If you have income from investment properties, now is the time to start gathering your records and reviewing your expenses for the 2023 financial year.
October Industry Updates 2023
The ATO reminds rental property owners and their tax agents to take care when lodging their tax returns this tax time.
At Any Age, Financial Security is Key
Read our Recent Article from the Bendigo Times
Unlocking Financial Prosperity and How a Financial Advisor Guides Your Journey
Welcome to another guide by Strategem Financial Services, your trusted partner in creating a financially secure and prosperous future.
5 vital things to set up before you pass away
No-one wants to spend too much time thinking about their own mortality.
Avoid ATO’S increased tax penalties – reminders and updates
Announced as part of the 2023–24 Federal budget, increased funding has been provided to the ATO to scrutinise taxpayers who have high-value outstanding debts of over $100,000 and aged debts older than two years where those taxpayers are:
Navigating Your Financial Journey: The Power of Financial Planning
In the ever-changing landscape of personal finance, having a clear roadmap is essential to achieving your life goals and securing your financial future.
A Real Strategem Insurance Case Study with Adam Middlemis
Often the value of good financial advice is difficult to grasp for those who choose to go it alone or those who fail to find a planner possessing the appropriate knowledge, with attention to detail.
The future of risk advisors
Insurance risk advisors play a crucial role in the insurance industry by providing expert guidance and strategic advice to individuals and businesses.
ATO’s crackdown on residential investment property loans and tax compliance
The ATO has announced the commencement of a data-matching program for property investors to acquire residential investment property loan data from authorised financial institutions.
Tax Tips for Trusts 2023
Whether you have a trust set up for investment or business purposes, there are some common elements to getting ready for the trust’s tax return.
Practice Update - July 2023
The Federal Court has found that four companies that are or were part of the AMP Group breached the law when charging life insurance premiums and advice fees from the superannuation accounts of more than 2,000 deceased customers.
Tax tips for self-managed superannuation funds 2023
Having a self-managed superannuation fund (SMSF) gives you control and flexibility over how you make investments and prepare for retirement.
Which business expenses can you claim against tax?
Incurring expenses is an unavoidable fact of running a business.
Prepare for Finalising Single Touch Payroll
It’s nearly time to make a finalisation declaration for Single Touch Payroll.
