jon-smith started the topic I’m drowning in receipts — how do I keep my bookkeeping under control? in the forum Legal & Accounting 27 minutes ago
We totally understand — receipts can feel like they’re taking over your life! For many small business owners and freelancers, keeping up with all the invoices, bills, and receipts is overwhelming, especially when you’re trying to focus on running your business. The good news is, it doesn’t have to be stressful if you put a few simple systems…[Read more]
jon-smith started the topic How did you decide on the right professional advisor for your SMSF? in the forum Legal & Accounting 3 weeks ago
Choosing the right professional advisor for your SMSF can make a huge difference in how smoothly your fund runs. In this discussion, we’d love to hear how you selected your advisor and which quality or qualification ended up mattering most in your ongoing relationship. Your insights can help others make more confident, informed decisions when b…[Read more]
jon-smith replied to the topic How much should it cost to have an accountant do your taxes? in the forum Legal & Accounting 3 weeks ago
As a tax accountant Melbourne, I can confirm that fees vary depending on your situation and the complexity of your return. If you’d like an accurate quote, feel free to contact us — we’re happy to help clarify what you should expect.
jon-smith started the topic Can you share one specific investment strategy within your SMSF that has perform in the forum Legal & Accounting 1 month, 1 week ago
Many SMSF trustees are exploring different ways to grow and diversify their retirement savings, but what actually works in practice can vary widely from one fund to another. This discussion aims to uncover real experiences from SMSF investors — not generic advice.
Whether you’ve focused on property, shares, ETFs, fixed income, or alternative ass…[Read more]
jon-smith replied to the topic What's one unexpected challenge you faced when setting up your SMSF that others in the forum Legal & Accounting 1 month, 1 week ago
Great discussion point — many new trustees underestimate just how detailed SMSF compliance can be beyond the initial setup. One of the most common challenges I see clients face is ensuring their fund’s investment strategy and documentation are not only prepared but regularly reviewed to reflect changing circumstances. The ATO expects the inv…[Read more]
jon-smith replied to the topic Accountants- I feel somewhat ripped off in the forum Legal & Accounting 3 months, 2 weeks ago
Hey mate,
Yeah, it’s pretty normal for accountants to charge for phone calls or quick advice – most of them bill in little 6-minute blocks, kind of like lawyers. That said, just because it’s “normal” doesn’t mean you should feel short-changed. If you’re not happy with the level of service, trust your gut.
A good accountant should make you feel…[Read more]
jon-smith replied to the topic Accountants- I feel somewhat ripped off in the forum Legal & Accounting 3 months, 4 weeks ago
It’s not unusual for accountants to charge for advice, but clear communication upfront is key. If you’re not feeling heard or valued, it’s totally fair to look elsewhere—there are great CPAs out there who focus on client relationships and transparent pricing. Trust your gut and shop around next time. There are firms out there who won’t charge yo…[Read more]
jon-smith replied to the topic Had a conversation with my tax accountant about Melbourne property in the forum Help Needed! 4 months, 2 weeks ago
Thanks for sharing this. Personally, I’d be cautious about CBD student apartments. Yes, cash flow can look good, but capital growth is usually poor, finance is harder, and resale demand is limited. Also, always question if the referral is really in your best interest or mainly benefiting the person recommending it. It’s worth comparing these dea…[Read more]
jon-smith replied to the topic Melbourne – Need Good Property Accountant in the forum Legal & Accounting 6 months, 1 week ago
Hey mate – try Nitin at KPG Taxation. Absolute legend with property tax – saved me thousands on my IPs. Knows his stuff inside out.
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