Category Succession Planning

Xmas Party Closure – Facebook Post

OUR OFFICE IS CLOSED – 6th December 2019

Our Poole Group office will be closed the 6th December 2019, to allow all our staff to participate in our Christmas Activities.  We will have an answering service which will be able to take messages which we will respond to when we return to our usual working hours on the 9th December 2019. 

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ATO Text Messages

Australian Taxation Office Text Messages Over the last week we have been contacted by some concerned clients who have received  ATO text messages.  The ATO recently advised they will contact taxpayers via text message for overdue form lodgements or overdue payments of GST or Income Tax. However, the ATO will never ask you to respond via

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Planning for Aged Care is more than moving into an Aged Care Facility

Our chances of living longer are increasing as life expectancy continue to increase. At age 65 a person’s chance of needing aged care during their remaining lifetime is 68% for females and 48% for males. Old age can be associated with declining cognitive abilities, resulting in problems when managing personal finances.

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