Principled Wealth Management, Practical Business Advisory, Proactive Accounting and Taxation
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Market Movements and Economic Review (July 2025)

Wars in Europe and the Middle East, volatile oil prices and shifting US policies are making headlines - but failing to dampen market optimism. The ASX closed the financial year with a near 10% return – its strongest since the COVID-19 crisis and despite US tariff threats. Despite tariff risks for the US economy, the S&P 500 index surged to a four-month high on hopes of future rate cuts and smooth trade negotiations.

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Ben Wieland
Trust funds: are they still worth the effort?

For decades, trust structures have been a cornerstone of the Australian tax and financial system, prized for their asset protection and flexibility when it comes to income distributions. However, with regulatory changes and mounting administrative complexity the shine has been wearing off lately, prompting some businesses and investors to rethink their use.

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Corinne Kirk
Finfluencers: bad tax advice could cost you thousands

They’re advising from your insta and TikTok feeds, they’ve got huge followings, they speak with conviction - financial influencers or ‘finfluencers’.  Please heed our caution, taking advice from unqualified sources can have serious consequences. We’re seeing examples of misleading claims, exaggerated deductions and outright misinformation.

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Corinne Kirk
Market Movements and Economic Review (June 2025)

There was a sigh of relief all round when the Reserve Bank lowered interest rates in May by 25 basis points to 3.85%. Markets largely recovered from April's losses during the month as US President Trump’s stance on trade softened. However, the legal and economic uncertainty of US tariffs remain a key concern for global and local markets.

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Ben Wieland
Volunteering in retirement: finding purpose, structure, and joy

Retirement might be just around the corner, or maybe you’ve recently crossed that exciting threshold. You’ve worked hard for decades, and now ready to trade in the alarm clock for leisurely mornings and to-do lists that are actually fun. But as you move into the next phase of your life; a thought might cross your mind: What now?

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Ben Wieland