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Insights & News

  • Taxation

May

2

2025

Proactive Tax Advice – Part 4: Primary Producers

As we edge closer to 30 June, we’re continuing our proactive tax planning series — this time focusing on strategies relevant to Australian primary producers. Farming and agricultural enterprises face unique income fluctuations, operational needs, ...

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  • Taxation

Apr

29

2025

Proactive Tax Advice – Part 3: Trusts Tax Planning – Pre 30 June 2025

Trusts—whether discretionary, unit, or hybrid—are a key consideration in year-end tax planning for many client groups. Each structure brings different opportunities and obligations, so early attention ahead of 30 June is essential. Trust Tax Plann...

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  • Taxation

Apr

29

2025

Proactive Tax Advice – Part 2: Business & Division 7A Loans – Tax Planning Before 30 June 2025

As we approach the end of the 2025 financial year, it’s the perfect time for business owners to review their tax position and implement strategies to legally minimise tax. One area that is often overlooked is Division 7A Loans, which can have sign...

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  • Taxation

Apr

10

2025

Proactive Tax Advice – Part 1: Individual Tax Planning

At Stewart & Smith Advisory, proactive tax planning is a key part of our annual service map — we kick things off after the close of Q3 results, ensuring our clients are informed and prepared well ahead of 30 June. If your accountant isn’t plan...

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  • Corporate Services

Apr

3

2025

The Power of Full-Service: Why It’s a Game Changer for Family Offices, Entrepreneurs, and Business Owners

At Stewart & Smith Advisory, we’re not just an accounting firm – we’re a full-service finance and advisory partner. Our approach is comprehensive, designed to deliver best-in-class services that go beyond ‘good’ – we aim for great....

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  • Virtual CFO

Mar

31

2025

From Uncertainty to Clarity: The Impact of a Fractional CFO

It’s always a bit bittersweet when we’ve done such a great job that our services are no longer needed—handing over to an internal Finance Manager is part of the value a Fractional CFO provides. Our role is to build a solid, compliant finance funct...

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  • Virtual CFO

Oct

29

2024

CFO Perspectives: Harnessing Long-Term Planning and Technology to Drive Growth

As fractional CFOs, our role increasingly focuses on longer-term planning and leveraging technology, including the potential of generative AI. This shift allows us to act as strategic thought partners to CEOs while helping businesses adapt to chan...

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  • Virtual CFO

Aug

29

2024

Understanding the Difference Between a Virtual CFO and a Fractional CFO

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...

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  • ASX Small Cap Advisory
  • Virtual CFO

Aug

29

2024

Case Study: Virtual CFO Engagement for ASX Listed Client

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...

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  • Virtual CFO

Aug

29

2024

Case Study: Supporting a Pre-Revenue Start-Up with Capital Raising and LSE Listing

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...

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