Creating a financial plan

Depending on the current state of your finances, financial freedom might seem a long way away. For many people, financial freedom—when you don’t have to worry about how to pay the bills and your money is invested and making money for you—is a far off dream. What they don’t understand is how close financial planning … Continued

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What you need to do before you retire

If you haven’t given any thought to what your retirement will look like, now’s a great time to start. It might not be the most fun thing to think about—not when there are vacations to plan or houses to buy—but retirement planning is a vital part of your overall financial plan. Most people dream about … Continued

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Smart money tips for business owners

Small business owners know how important it is to save money. They know that one day that dollar could come in handy, especially during slower times. Saving money is definitely important, but there are also things small business owners can – and should – spend their money on today. It might seem counterproductive to spend … Continued

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Tips for choosing a small business bank

Finding the right bank to serve your small business needs can be a daunting task. With so many competing financial institutions to choose from, business owners simply don’t have the time for the in-depth research required to carefully weigh all the options. This guide to choosing a small business bank will help you narrow down … Continued

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Questions you should be asking your accountant

Ideally, you and your accountant are more than just “adviser” and “client”. With your combined skills, expertise, and shared mission to support a thriving business, you’re more like strategic partners. The key to achieving success in any partnership is, of course, strong communication. At your next meeting, be sure to ask your accountant these four … Continued

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CAAA Announces new leadership roles

CAAA, named the second fastest growing accounting firm by the Australian Financial Review has announced the appointment of 4 leadership roles in their Sydney Office CAAA’s Human Resources, Business Taxation and Operations Departments have appointed new lead roles putting the firm on the map to become the fastest growing accounting firm in Australia 2019. The … Continued

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How to Value Stocks and Shares

Being able to accurately value a share price will enable you to make more informed investment decisions. If you can identify a stock that is offered for a price lower than it’s worth, you could make a significant profit from investing at the right time. Conversely, if you calculate a stock to be worth less … Continued

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Five Effective Risk Control Strategies

  Dealing with risk is an inherent aspect of business management. The way you prepare for risk is the most important factor in determining the longevity of your enterprise. Businesses of all sizes have to contest with the possibility of unexpected events occurring, but it’s how you plan for and react to such scenarios that … Continued

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What to do if you get audited

No business owner looks forward to a letter from the taxman requesting a closer look at the books. If you’ve received an audit letter – an official request by the tax authority to review your accounts and confirm your taxes have been paid to date – don’t panic. Prepare. These four steps will help you … Continued

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Tips for managing contractors

For small businesses, working with independent contractors can be a life saver. You can hand over tasks you don’t have time for – at a fraction of the cost of an employee. Unlike staff, you won’t owe a contractor payroll taxes, unemployment insurance, health insurance, or other employee benefits. Because contractors aren’t employees, however, they … Continued

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