Insights & News

In today’s rapidly evolving business environment, the roles of Virtual CFOs and Fractional CFOs are becoming increasingly recognized as essential for companies that require high-level financial expertise without the commitment of a full-time execu...

Our firm was engaged by a small-cap ASX listed client during a transitional phase as they wound down their current activities and explored alternative investment opportunities. The client required a turnkey solution to support the wind-down proces...

Our client, a pre-revenue early-stage start-up, sought to raise capital from multiple sources and list on the main board of the London Stock Exchange (LSE) via a reverse takeover transaction. We were engaged during a critical transition period fol...

Are you looking for the perfect space for your next workshop, strategy day, or off-site meeting? Our fully-equipped meeting room in tranquil Mosman/Middle Head is now available for rent. Features:Spacious and Comfortable: Ample seating and a pro...

Celebrating Kim Stewart-Smith: Finalist in the NSW Business Awards & CEO of Stewart & Smith Advisory. We celebrate as we congratulate our CEO and Founder, Kim Stewart-Smith, on being named a finalist in the NSW Business Awards as Outstandi...

The Federal Budget was handed down on the 9th May and our Tax Expert Vanessa Falconer has prepared an outline of the key measures that impact our clients. In summary the budget shows an improved picture of Government finances. However, the challen...

Assuming that the extra tax on super balances over $3 million draft legislation makes it through Parliament, here are a few strategies to consider if you are affected; 1. Look at alternative structures If your balance in super is well over $3 mill...

What’s the proposed change? This is a proposal only and has yet to go through the usual parliamentary process. If it does succeed, the start date will be from 1 July 2025 (ie. after the next Federal Election). In essence, the Government’s announce...

To quote Alan Miltz “revenue is vanity, profit is sanity and cash is king”. When we work with business owners and managers, we find that they do not understand the true financial position of their business.   Whilst some owners look at their...

Just as our summer holidays are coming to an end and we are wistfully dreaming of ‘what if’ regarding the purchase of a holiday home, there are a few things to keep in mind when dealing with your slice of paradise and the tax man. Here are four sc...