Allworths

October 29, 2022

Stamp duty or an annual property tax for NSW first home buyers?

First home buyers purchasing property in NSW of up to $1.5m will have a choice of paying stamp duty or an annual property tax from 16 […]
October 29, 2022

Australian super funds gorge on cryptocurrency

The value of cryptocurrency assets inside Australian self managed superannuation funds (SMSFs) increased by 589.9% ($1.17bn) between June 2019 and June 2022, according to the latest […]
September 29, 2022

120% deduction for skills training and technology costs

The Government has reinvigorated the 120% skills training and technology costs deduction for small and medium business. An election ago, the 2022-23 Budget proposed a 120% […]
September 29, 2022

Acquiring collectibles in your SMSF

Clients with self managed superannuation funds (SMSFs) often ask what assets the SMSF can acquire.  Why? The golden rule for acquiring assets inside your SMSF is […]
September 29, 2022

How to sell your business

When it comes to selling a business, there are two key components at play: structuring the transaction; and positioning the business to the market. Both elements […]
September 28, 2022

Knowing where you’re headed: Your personal Clarity Plan

By David Downie, Partner What do you want from your business? What do you want from your investments? What do you want from your job or profession? […]
August 29, 2022

How high will interest rates go?

The RBA lifted the cash rate to 1.85% in early August 2022. The increase comes a few weeks after Reserve Bank Governor Philip Lowe told the […]
August 29, 2022

FBT-free electric cars

New legislation before Parliament, if enacted, will make zero or low emission vehicles FBT-free. We explore who can access the concession and how. Electric vehicles (EVs) […]
August 29, 2022

It’s Not Easy Being Green

Climate change featured heavily during the election and now the Albanese Government is putting into place some of the promises it made. We look at the […]
July 28, 2022

Tax and the family home

Everyone knows you don’t pay tax on your family home when you sell it… right? We take a closer look at the main residence exemption that […]
July 28, 2022

Tax Time Targets

The ATO has flagged four priority areas this tax season where people are making mistakes. The Australian Taxation Office (ATO) has revealed its four areas of […]
July 28, 2022

Annus Horribilis: Investing Year in Review

By Mark Copsey, Director at Allworths Wealth Management As the Queen celebrates her Platinum Jubilee I feel compelled to use part of her famous speech given […]
June 29, 2022

Tips for having a smooth tax return experience

By David Downie and Mark Copsey   Happy New Financial Year! Last month we focused on year-end tax planning tips. Now, with the financial year coming to a close, […]
May 25, 2022

Tax Time Tips FY2022

By David Downie and Mark Copsey   Welcome to our special Tax Time edition. With 30 June looming, we would like to share some tax tips […]
April 28, 2022

Update on ATO changes to discretionary trusts

By David Downie, Partner Back in February we wrote about the recent change in the ATO’s approach to discretionary trusts, in particular where distributions of trust […]
April 28, 2022

FBT deadline approaching

With many businesses looking at ways to incentivise and retain employees in the wake of the pandemic and the ‘great resignation’, fringe benefits have become topical […]
April 28, 2022

Who wears the CFO hat in a small business?

The short answer is: maybe no one. But it’s an easy fix. A startup or small business is challenging enough in the core work that’s being […]
April 28, 2022

The debate over ‘finfluencers’ amidst ASIC crackdown

The rise of finfluencers Over the last couple of years, the rise of financial influencers, or ‘finfluencers’, as they have been nicknamed, has continued unabated. Found […]
December 19, 2021

Investing year in review by Mark Copsey

By Mark Copsey, Partner In this final article of the year I thought it would be interesting to share with you some of the investments I […]
November 29, 2021

Announcing our new free resource: the Small Business Playbook 2021

Have you recently launched a new business or started thinking about it? Running a business can be a hugely rewarding and fulfilling experience, but it comes […]
November 29, 2021

Action required: Apply for your Director Identification Number

What is required? As part of a new director requirement, all directors must verify their identity by applying for a unique director identification number. This includes […]
November 29, 2021

A beginner’s guide to investing [Part 4]

If I’d known at 25 what I know now By Mark Copsey, Partner The past three articles in this series have hopefully provided the theory behind investing, […]
October 28, 2021

Louise Gould: A reflection on the past 20 years with Allworths

This month Louise celebrated her 20 year anniversary with Allworths and we congratulated her on this monumental milestone! Feel free to send her a message of […]
October 28, 2021

Online panel video: Thinking like a bigger business with 3 inspiring guest founders

In October Mark Copsey had the opportunity to interview three brilliant young founders of up-and-coming Aussie technology companies: Share with Oscar, a car space sharing marketplace […]
October 28, 2021

A beginner’s guide to investing [Part 3]

The psychology of investing By Mark Copsey, Partner In this third installment of my ‘beginner’s guide to investing’ series, we explore the psychology of making investment […]
October 7, 2021

Anyone can manage their business finances better: attend our upcoming Spark Fest event for “DiY CFOs”

We’re excited to be hosting an upcoming event on October 21 for Spark Festival on “CFO thinking” for startup founders and small business owners. We’ll hear […]
September 28, 2021

A beginner’s guide to investing [Part 2]

By Mark Copsey, Director at Allworths Wealth Management   If you missed Part 1 last month, it’s worth starting there by clicking here. Last time, I […]