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Short, sharp, plain-English tips, delivered directly to your email. If you can afford 5 minutes to save thousands of dollars and hours of time – this is for you.

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Simple Steps, Delivered Weekly

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Rest assured, we don't use our mailing lists as shameless promotion and advertising. We believe in educating our clients (and our subscribers) to help them make better decisions on their own.

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What You Get

What's In

Each week we cover a tax / business topic and give you:

The common mistake or issue that we see;
One practical idea you can action in 5-10 minutes;
Checklists, templates, calculators to help you; and
A “next step” if you want additional help.

What's Out

Promises of help with the solution hidden behind a paywall. Each email will contain something you can do to help yourself.

Who Is This For

Who's In

Are you any of the following?

A business owner looking to stay compliant and spend more time at home instead of inside their books?
An investor looking to structure assets correctly to save tax and plan for the future?
An employee looking supercharge their tax refund?
A retiree looking for ways to help their money go further?

If so, then these tips are for you.

Who's Out

If you want long emails that feel like you are being sold something, this isn’t for you.

Examples

Examples of topics we cover:

Paying yourself bonuses from a company (avoiding the dreaded “Division 7A”);
Avoiding the massive traps with paying subbies;
The importance of getting your investment structure right from day 1;
How to vary your PAYG Instalments while staying out of the ATO’s crosshairs

FAQ

How often are emails sent?

Weekly

Will you spam me?

No.

You won’t receive any marketing emails from us – just weekly tips.

Will you give my details to anyone else?

No.

Your information will be safe. We will never give our (or worse, sell) your contact details to anyone. We hate it when it’s done to us, we will never do it to you.

Do I have to be a client?

No.

In fact, you can subscribe, receive our tips for the next 5 years (and get the benefits coming from said tips), and never use our services. We see so many people making basic mistakes with their tax returns, business lives, and investments – we just want to help everyone avoid these pitfalls.

Do the emails give personal advice?

No.

We provide general information only and you should always consider your personal situation in relation to our tips (and seek professional advice) before acting on anything in our emails.