Archive for March 2015
Why the Least Loved Basic Tax Return could have a Silver Lining
Why the Least Loved Basic Tax Return could have a Silver Lining The basic ‘I’ return is probably one of the least loved compliance requirements of the current tax system. Most firms endeavour to avoid attracting such clients or having to complete such work unless of course they are part of a larger family group…
Read MoreThe Impact on Client Retention when Selling to an Unfavourable Firm
The Impact on Client Retention when Selling to an Unfavourable Firm When selling a firm, most vendors say to us that they want to find a new home that will look after their clients and staff well. In essence, most parties want a transaction to be successful. We want the clients to be happy and…
Read MoreWhen 70 is NOT the new 60
When 70 is NOT the new 60 Whilst the latest intergenerational report may be suggesting a longer working life for the younger generations of Australians, current clients of professional firms and advisers don’t seem quite ready to stay on with our senior practitioners. Conversely however, despite all that has been written and anticipated over the…
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