Leading #charteredaccounting, #businessadvisory & strategic advisory firm supporting the growth & success of fast growing and entrepreneurial #startups & #SMEs.

Sydney & Shanghai
Joined April 2010
While some of us spent the weekend watching sport and admiring jacarandas here in Sydney, two of our best in GM Natalie Jones and Managing Partner Kelly Morgan were very much on the clock at XLNC’s 2026 Autumn Conference in London. Learn more on LinkedIn: ap1.hubs.ly/H01sXlg0
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Block out time between 2 and 3 pm tomorrow (24 September) and head on down to Clarence Workspaces on 133 Castlereagh Street in Sydney. The video below gives you 3 reasons to attend our R&D session tomorrow at Spark Festival. Register for free on Humantix. Link is in the comments!
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Snap up your free tickets for 'R&D Tax Incentive: The New Rules of the Game' here: ap1.hubs.ly/H01m_dV0 Don't miss your chance to ask our Senior R&D Manager Emily Chase all your questions about the R&D Tax incentive.
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On Day 4 of #SparkFestival head down to Clarence Workspaces on 133 Castlereagh Street (Level 21) where Senior R&D Manager Emily Chase will host her session on the R&D Tax Incentive, covering everything from the recent Budget changes to how company culture impacts R&D outcomes.
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We're delighted to continue our longstanding association with the Festival when we take the stage on Day 4 to break down the latest news around the #R&DTaxIncentive. Keep an eye out for session details 👀
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While the ATO is taking a compliance approach to #PayDaySuper in its first year, any unpaid super from before 1 July 2026 is attracting up to 200% of the SGC as per the Part 7 penalty. Read our 3-part advice to employers in our latest blog: ap1.hubs.ly/H01lB8w0
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We're thrilled to welcome Olivia Angsioco to #CFOAustralia. A CPA-qualified CFO, Olivia has worked for the NRL, WWF, and Tripadvisor’s The Fork and told us all about scalable infrastructure, resilient systems & aligning finance with commercial performance. Find the full QnA below
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With the ATO & DISR keeping a close eye on software development, 'on own behalf', and foreign owned R&D, our latest article is timely reading for organisations and includes insights from our very own R&D team. ap1.hubs.ly/H01hTmc0
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The July edition of our monthly newsletter just shipped. What's inside? All the happenings at our Sydney HQ, our trust tax submission to Treasury, R&D advice and the case for a second opinion, plus a must-read Q&A with CFO Australia's Olivia Angsioco. createsend.com/t/t-69613E5F7…
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Last week, we made a submission to Treasury on the proposed minimum tax on discretionary trusts. Our submission argues the changes risk undermining equity and tax neutrality through double taxation, restructuring barriers, and unequal treatment of small businesses. Read more. 👇
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We are thrilled to welcome Tom Galletta to our team of Fractional CFOs at CFO Australia. Tom has been driving financial and operational outcomes for businesses for over 2 decades and, very generously, shares some of his wisdom with us in this QnA. ap1.hubs.ly/H0153Kx0
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Under PayDay Super, super contributions are automatically allocated to outstanding obligations first, making it important for employers, especially in the month of July, to track super payments. #paydaysuper #latepaymentoffsets
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The national minimum wage and wages under modern awards are set to increase tomorrow. Ensure these changes reflect in your payroll system today. Getting qualified earnings (QE) right is key to paying the right super guarantee and ensuring PayDay Super compliance from Day 1.
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Friendly reminder that the ATO's free super clearing house #SBSCH is permanently closing today. Download your records and any saved data today and save them in clearly labelled folders in the cloud.
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In light of Division 296, the singular focus for SMSF trustees right now—regardless of the $3 million threshold—should be on getting their properties valued by 30 June 2026. Find out why below.
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