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For many small business owners, the business they’ve built is more than a livelihood, it’s a legacy. Building a successful business takes years of hard work and dedication and when you're ready to retire or move on to the next chapter of your life, the path isn’t always clear. That's where succession planning comes in.

AI is everywhere these days, and honestly, it can feel a bit overwhelming. There’s a flood of apps, tools, and buzzwords available. With so many options, it’s hard to know where to start or even if it’s worth your time investigating. But here’s the good news; when used thoughtfully, AI can be a total game changer, saving you precious hours every week.

The best time to start planning for retirement is yesterday.

With more than 947,000 trusts operating across Australia, it’s no surprise the ATO continues to keep a close eye on how these structures are managed. Trusts remain central to many wealth and succession plans, but their complexity means they also attract compliance scrutiny. i

Investing isn’t just a numbers game. It’s an activity that stirs various emotions from hope and optimism to fear and anxiety.

Spring cleaning isn’t just for closets.

Self-managed superannuation funds (SMSFs) have long been associated with older Australians and small business owners looking for greater control over their retirement savings.

When you’ve poured your energy into building a business from the ground up - celebrating milestones, weathering challenges, and investing personal time and money - it’s easy to feel like the company is an extension of yourself. After all, it probably reflects your values, your efforts, and your long-term goals.

How to determine whether your worker is an employee or independent contractor, and forms for new employees to complete.

Do you have a plan for who will receive your super if something happens to you?

Australians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent in a decade, according to a JBWere report. i