2026–27 Federal Budget

2026–27 Federal Budget | Advivo

A Special Briefing for Business Owners What the 2026–27 Budget Means for Your Business, Your Structure, and Your Future The new Federal Budget contains some of the most significant tax changes for business owners in a generation. Whether you operate through a company, trust, or as a sole trader — and whether you are in […]

AML/CTF Tranche 2 Update

Notebook with anti-money laundering text on top of a numerical data information paper | Advivo

As we outlined last month in our newsletter from 1 July 2026 Advivo will need to comply with Tranche 2 of the Anti-Money Laundering and Counter-Terrorism legislation. Australia lags much of the rest of the world in terms of legislation designed to make it more difficult to launder money, engage in the financing of terrorist […]

Why Every FY2026 Strategy Needs a 3-Way Forecast

Why Every FY2026 Strategy Needs a 3-Way Forecast | Advivo

Advivo Partner Dale Edwards explains why your business needs a 3 way forecast to ensure you are headed for growth. As a business owner, maintaining a clear and comprehensive view of your company’s financial health is crucial for making informed decisions and ensuring long-term success. One of the most effective ways to achieve this is […]

How to Align Employee Benefits with Your Goals for the New Financial Year

How to Align Employee Benefits with Your Goals for the New Financial Year | Advivo

Advivo Partner, Dale Edwards, shares tips on how to align employee benefits with your goals for the new financial year Running a business comes with unique challenges and opportunities. One of the most impactful ways to boost your business’s success is by aligning employee benefits with your business goals. This isn’t about ticking boxes or […]

Should You Chase Overdue Invoices or Push Them into the Next Financial Year?

Should You Chase Overdue Invoices or Push Them into the Next Financial Year? | Advivo

Advivo Partner, Dale Edwards shares insights into whether it’s worth the effort of chasing overdue invoices before the EOFY. This question and variations around the timing of invoicing are ones that we get asked often. Commercially, our answer is always that you’d rather get paid sooner than later (or not at all), so yes, chase, […]

Practical Steps for Small Business Owners to Support Employee Financial Well-Being

Advivo partner, Dale Edwards, outlines practical steps that small business owners can undertake to support the financial well-being of their employees. As a small business owner, your employees’ financial well-being plays a huge role in the overall health of your business. A financially stressed employee is less focused, less productive, and more likely to seek [...]

Does Your Business Need a Board?

Advivo Partner, Dale Edwards, breaks down the benefits of setting up an advisory board, especially for family businesses. Nowadays, businesses are increasingly seeking to expand their leadership team with an external board or advisory board to grow and protect their business. We are particularly seeing this with family businesses, who may seek advice from an [...]

What if My Kids Don’t Want to Continue My Family Business?

Advivo Partner, Dale Edwards, explains how to navigate when your children aren’t interested in being part of your business’s succession plan. For many entrepreneurs, the dream isn't just about building a successful business; it's about creating a lasting legacy that can be passed down through generations. However, what happens when the next generation doesn't share [...]

How Can I Protect My Business’s Interests During a Merger?

Advivo Partner, Dale Edwards, explains how you can effectively protect your business’s interests during a merger. Mergers and acquisitions are a frequent strategy for companies looking to expand their market reach, drive growth, and gain a competitive edge. As we often say, a good way to achieve a 1+1 = 3, 4, 5 or more. [...]

How to Forecast Your Business Cashflow

Advivo Partner, Dale Edwards, outlines the basics of cash flow forecasting to ensure your business is set up for success. Cashflow is the lifeblood of every business. Without it, businesses fail. With it, businesses can plan and work towards their expansion goals. So, how do business owners ensure that they know their cashflow, and can [...]