How to Maximise & Protect Your SMSF 

Person putting coins in a jar for retirement

Are you looking to maximise and protect your SMSF assets for the long-term?

Read our latest blog and see what our specialists have to say about the importance of having a well-diversified portfolio, a clear investment strategy, adequate insurance coverage, a robust estate plan, and a clear succession plan when it comes to maximising and protecting your SMSF.

How do you make your Business Decisions?

Instinct is not always the answer…   Do you make business decisions based on hard facts or gut feel? If yours is an established business, in an industry with which you’re very familiar, there’s a fair chance you answered ‘yes’ to the latter. That’s unlikely to happen in a startup. Typically, startups are obsessed with […]

How Will You Decide on Your Financial Planner?

Decision making can be hard. As humans, we often suffer from mental biases that hinder our ability to make ideal choices. Or we simply leave things in the ‘too hard basket ’knowing we will get around to sorting it out one day. As a financial adviser, I often find myself helping clients navigate this process, […]

Understanding Your Business Finances

What Is Business Finance? Business finance is a term that revolves around the tasks and activities that are carried by the authorities regarding the administration of cash and other significant resources. Entrepreneurs must have a strong comprehension of the standards of business finances to keep their organizations gainful. Since business finance is the management of […]

Why Cash Flow Forecasting Is Important?

The cash flow can be simply defined as the estimate of the time and amounts of cash inflows and outflows over a specific period (usually monthly or yearly). A cash flow forecast helps an organisation manage all liquid or cash resources – including the timing and availability of funding options to manage the immediate operational […]

How A Succession Plan Can Help You And Your Family

No matter how smooth things appear, every field of life faces obstacles, challenges and tasks that must be dealt with according to the best possible solution. Succession planning is an integral part of doing any business, no matter how certain and promising your future appears. With the modern contemporary business market evolving every second it […]

Does Your Business Have A Clear Direction?

Are you thinking in the right direction? Is your vision shiny and clear about how you need your business to run and flourish in the future? Am I taking the right step? Is it going to be a profit deal or a loss one? All these questions along with numerous others come into the minds […]

8 Reasons Why You Should Know the Value of Your Business

Since the beginning of time, man has thrived for a prosperous lifestyle, making sure all his needs and necessities are fulfilled accordingly. In this race of improvement and betterment, he has looked for opportunities in all walks of life and in all dimensions. This struggle ultimately led him to the realisation point where he understood […]

Is an SMSF right for you?

There is no one correct answer as to whether a self-managed superannuation fund (SMSF) is the right structure for your retirement savings – to a certain extent it does come down to personal choice. There are, however, certain broad issues that you should consider before setting up a SMSF. In 2012, the Australian Securities and […]

Build your financial wealth with Agilis

You’re far too busy running your business, doing your job, or managing your household, to hunt down a better interest rate, investigate new investment opportunities or review your personal insurance to ensure you’re adequately covered… that’s our job. We see our role as more than just your accountant / financial planner / mortgage broker; think […]