Why the Small Business 15-Year Exemption May Become the Most Valuable Exit Planning Tool

Why the Small Business 15-Year Exemption May Become the Most Valuable Exit Planning Tool | Advivo

For many business owners, the prospect of selling a business after decades of hard work has traditionally been supported by a range of generous capital gains tax (CGT) concessions. However, as the tax landscape continues to evolve, the small business 15-year exemption is increasingly likely to become one of the most powerful, and potentially one […]

Estate Planning and the 2026 Budget Changes: Is It Time for a Review?

Estate Planning and the 2026 Budget Changes: Is It Time for a Review? | Advivo

Estate planning is often treated as something to complete once and revisit only when there is a major life event. But changes to tax settings, asset values, family circumstances and business structures can all affect whether an estate plan still works the way it was intended. Following the 2026-27 Federal Budget, this is a timely […]

Voice for Victims: From Launch to Action

Voice for Victims from launch to action | Advivo

Since officially launching at Tangalooma Island Resort on 6 March, Voice for Victims Foundation has made significant progress in establishing its new victim support service. Its first priority was building a qualified, trauma-informed support team, including a full-time social worker. With that team now in place, victims can call (07) 3497 0819 between 8am and […]

Costs Keep Going Up – Is It Time to Review Your Pricing?

Costs Keep Going Up – Is It Time to Review Your Pricing? | Advivo

Many Australian businesses are continuing to feel the pressure of rising operating costs. Fuel, energy, wages, rent, insurance, materials, finance and supplier costs have all placed pressure on business margins. In many cases, these increases do not happen all at once. They creep in gradually, one invoice or supplier notice at a time. That is […]

Business Health Check

Business Health Check | Advivo

Is Your Business Ready for FY2026–27? The start of the new financial year is a practical time to check the overall health of your business. Rather than waiting until issues appear, a simple review in July can help you identify risks, opportunities and areas that need attention before they affect profitability or cash flow. 1. […]

EOFY Follow-Up

EOFY Follow-Up | Advivo

Post-30 June Business Checklist EOFY may be over, but there are still important follow-up tasks that should not be left until later in the year. After 30 June, business owners should take time to review records, finalise payroll obligations, reconcile accounts and prepare for the year ahead. Getting these tasks completed early can help reduce […]

New Financial Year, New Goals: Resetting Your Business Budget

New Financial Year, New Goals: Resetting Your Business Budget | Advivo

A new financial year is the perfect time to step back and review where your business is heading. After a busy EOFY period, it can be tempting to move straight into the next set of deadlines. There are BAS dates to manage, payroll obligations to stay across, tax returns to prepare and new compliance requirements […]

Don’t Be an AI Beta-Crash-Test Dummy

Don’t Be an AI Beta-Crash-Test Dummy | Advivo

Artificial intelligence is becoming part of everyday business systems, including accounting software, reporting tools and data analysis platforms. Used well, AI can create real efficiencies. It can help business owners ask better questions, identify trends more quickly and reduce the time spent pulling information together. For many businesses, this will be valuable. However, there is […]

A Message from Our Managing Partner: Your Patent Is Worthless Without This

Your Patent Is Worthless Without This | Advivo

Given the impacts of the Budget, valuations may be worth much more at the moment – and are worth having a look at. A patent can be a valuable asset, but on its own it does not create a successful commercial outcome. Many businesses and inventors focus heavily on protecting the idea, and rightly so. […]

Division 296 and Superannuation – What High-Balance Members Should Consider

Division 296 and Superannuation – What High-Balance Members Should Consider | Advivo

From 1 July 2026, Division 296 introduces an additional tax for individuals with total superannuation balances above certain thresholds. This measure is commonly referred to as the “$3 million super tax”. While it will not affect most Australians, it is important for those with larger superannuation balances to understand their position and consider whether any […]