Advivo Business Advisors and Accountants provide insight on the benefits of strategic long-term giving A Private Ancillary Fund (PAF) is a form of charitable trust that can be used for strategic long-term giving. This is a very special type of trust and it offers donors tax deductibility and flexibility in their charitable giving. Private…
Movember—Charity of the Month Recipient for November 2020 Movember is our Charity of the Month Recipient for November 2020. It is a leading charity changing the face of men’s health. Since 2003, Movember has funded more than 1,250 men’s health projects around the world, challenging the status quo, shaking up men’s health research and transforming…
Innovation in Accounting and Business Planning – Event Highlights Thank you to everyone for tuning in with our experts, Trevor Holmes, Managing Director, Advivo Commercialisation Partners; Linda Ginger, Market Strategist; Leon Stephan, Managing Partner, Advivo Accountants and Advisors, at our Lunch & Learn online event, ‘Accelerating Innovation in a New World Economy”. The discussion highlighted…
Ensuring Your Superannuation Is Set up Correctly as Part of Your Estate Planning Superannuation is your money and you have worked hard for it, it’s a key investment for your future. Many people don’t realise that super doesn’t automatically form part of your estate and is not automatically included in your will. What you…
Advivo shares what to consider when insuring for your estate. Thorough estate planning involves putting in place strategies that address all aspects of your situation. Estate planning documents (including Wills, Powers of Attorney and insurance and superannuation nominations) are the tools that are used to implement these strategies that are developed as part of…
Advivo explains which entity is best to pay for your life insurance. When it comes to estate planning, life insurance is something to consider and furthermore, what the benefits and drawbacks are of having insurance within your SMSF. Types of insurance SMSFs are allowed to provide: Life cover Total and Permanent Disability Insurance (TPD);…
Advivo Business Advisors and Accountants advise the importance of having an estate plan in place. All too often when we talk to people about estate planning, we hear responses such as: “I don’t have kids” “I set one up years ago” “I don’t have enough assets to create one” “I used a kit I…
Why a Board Is One of the Most Powerful Tools to Ensure the Longevity of a Family Business We have seen more family businesses interested in corporate governance and setting up boards today than we did a decade ago. If you or your family owns such a business, you understand how important the business’s…
Outsource2Us: Why Marketing Is More Important Than Ever With the current status of the world, changes in job-keeper and Government support and the closing down of some businesses (hence potentially some of your customers), now is the most important time to drive your marketing and get your brand out there. Whilst the way your…
Working With a Family Business and Striking the Right Balance Family-owned businesses make up a large percentage of small businesses in the world. It can be risky working with family members, the hard part is learning how to put family emotions aside and leave work at work and home at home. When you are…
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