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Folder Business Planning

Business Planning

Specifically written for your business clients, covering succession planning, tax management, superannuation, and much more.

Documents

SFA032 Employee or contractor? There is a difference. (705 words)

Description

This article explains the differences between employees and contractors and warns your clients that there are strict laws protecting employees against employers who may try to reduce their costs by engaging workers under the wrong employment category. A handy reminder for both employers and employees. Written in the adviser's voice.

EST031 Estate planning for your business (472 words)

Description

A more specific article focused on business owners having a written succession plan to ensure their personal wishes will be met if they die or are incapable of working. It addresses 4 important aspects – structure, agreements, insurances and Powers of Attorney.

BUS043 Protecting Your Business from the Unexpected (746 words)

Description

Small businesses often depend on key individuals, making them vulnerable if one suffers a serious illness, injury, or death. This article discusses effective planning and insurance options that can mitigate financial risks and ensure business continuity. Includes two real-life case studies.

BUS042 Fostering wellbeing in the workplace (684 words)

Tagged in Featured

Description

This article uses a case study to highlight the importance of workplace support for mental health. It underscores the significant cost of mental ill-health to businesses, the rising awareness of mental health issues, and the positive impact of organisational support.

BUS041 Tips for preventing and detecting fraud in your business (463 words)

Description

This article provides tips for preventing and detecting fraud in Australian businesses, including red flags to look out for and procedures to implement. The article also encourages readers to contact their accountant for assistance with scam and fraud prevention and detection.

BUS040 Don’t bank your retirement on your business (540 words)

Description

This article discusses the risks business owners face if they focus solely on the sale of their business to fund their retirement dreams. It provides steps to take to prepare for the sale or succession of your business, including building superannuation.

BUS039 Is your inner entrepreneur calling? (520 words)

Description

With a shift towards working from home and a boom in new small businesses starting up, this article discusses valuable points that new entrepreneurs need to consider before rushing into their new venture. We cover everything from business plans and funding support, to registering your business and acquiring insurance.

BUS038 Small business insurance - why you need it (534 words)

Description

Every business is unique, and the requirements of suitable business insurance are just as unique as each business. Using a case study, this article analyses the many insurances available and highlights the importance of seeking professional advice when acquiring cover for your business.

BUS036 5 tips for starting your own successful business (561 words)

Description

The dream of starting your own business often stays just that, a dream. Many people have a great start up idea but get overwhelmed when they start looking into everything that is required to take their idea and turn it into a thriving business. This article outlines 5 tips for translating your dream into reality.

BUS032 A guide for selling or closing your business (632 words)

Description

Selling or closing down a business can be a very emotional time. There is an excellent checklist on the ATO website – this article helps to explain some of the more confusing points that need to be addressed whilst selling/closing a business in Australia.

BUS021 The unique needs of small business owners (509 words)

Description

This detailed article is excellent for your business clients – it addresses their unique wealth management needs highlighting the importance of insurance, superannuation, succession planning and seeking professional advice.

BUS014 10 important tips for business owners (363 words)

Description

This is a handy reminder consisting of 10 areas that need regular review when running a successful business.

BUS013 Six steps to protect the future of the family business (361 words)

Description

This article lists and explains six important steps to help ensure the success of family businesses through generations. An excellent reminder for your business clients.

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