In today's financial landscape, accountants play a crucial role in helping clients manage their finances, minimize tax liabilities, and plan for future wealth creation. However, one major financial transaction that clients undertake—securing a mortgage—is often left...
Financial Services
Financial advice including wealth creation, insurance and lending services
Who Are We?
by Steve Lake | Feb 3, 2025 | Financial Services
Well it’s the middle of February already and goodness knows how that happened! As Ferris Bueller said: “life moves pretty fast, if you don’t stop and look around once in a while you could miss it” Reflecting on this I thought it would be a good idea to let you know...
Audit Shield claims activity across Australia Jul – Dec 2024
by Rod Spicer | Jan 15, 2025 | Featured Articles, Financial Services, Practice Management
Audit activity by the Australian Taxation Office (ATO) and other government revenue authorities are frequently triggered by targeted crackdowns, driven using sophisticated data matching and advanced artificial intelligence tools. These technologies allow the ATO and...
Sustainability in Audit Reporting: Balancing Compliance and Value Creation
by Steven Watson | Jan 15, 2025 | Client Management, Featured Articles, Financial Services, Latest News
In recent years, audit reporting has shifted beyond its traditional boundaries. Financial accuracy is no longer the sole focus. Today’s stakeholders—investors, regulators, and the public—demand insights into environmental responsibility, social impact, and governance...
Export Market Development Grant
by Peter Towers | Nov 4, 2024 | Business Services, Financial Services
The Australian Government’s next round of the Export Market Development Grant opens on Tuesday 12 November 2024 at 10am AEDT. Funding is limited, so as accountants and business advisors, it is crucial that you communicate to your eligible clients, to encourage them...
A Day in the Life of an Auditor
by Ruby Shih | Oct 28, 2024 | Financial Services, Practice Management, Team Leadership
Hi, I’m Ruby Shih, Senior Auditor at National Audits Group. I’m often approached by colleagues and friends asking about my role as a senior auditor. There is a perception that the role of an auditor is dry and uninteresting. However, my job is anything but boring. I...
Equity Financing 101: Empowering Accountants and Advisors in SME Growth
by Peter Towers | Oct 21, 2024 | Business Services, Financial Services
Small and medium-sized enterprises (SMEs) are increasingly exploring equity financing to meet their growth requirements. Unlike traditional debt financing, which imposes a burden of ongoing repayments, equity financing provides capital without the need for regular...