Insights

or filter to a category:

Select a category

What Financial Planning Really Does for Families, with Damian Care

Financial planning touches more than your investments. Damian Care from AS Wealth Advisors joins The Bottom Line to discuss protecting your family, building wealth and preparing for retirement with a clear plan.

Read More

When is it Time to Rethink Your Finance Strategy, with Josh Steen

Lion Financial Group founder Josh Steen shares how businesses can approach asset finance with greater confidence, choose suitable lenders and manage risk, along with his insights on AI, sustainable growth, team-building and the habits that support stronger leadership.

Read More

How Pay.com.au is Rethinking Business Payments and Rewards

In this episode of The Bottom Line, Sevan Tuna speaks with Ed Alder, Group CEO and co-founder of pay.com.au, about building one of Australia's fastest-growing fintech businesses. They discuss the lessons learned from accounting, banking and M&A, the decision to create a proprietary rewards ecosystem, scaling a platform now processing billions of dollars in transactions each quarter, and why disciplined execution matters more than rapid expansion.

Read More

How Jim Penman built Jim's Mowing into a franchise empire

Jim Penman, founder of Jim’s Group, joins The Bottom Line to share the lessons behind building one of Australia’s most recognised franchise brands, from customer service and systems to leadership, pricing, and supporting franchisees.

Read More

Our Resources

A library of downloadable documents and checklists.

CHECKLIST

2025 Private Client Tax Checklist

Make sure you don’t miss out on any deductions this tax time, with this helpful checklist

CHECKLIST

2025 Year End Business Checklist

Make sure you don’t miss out on any deductions this tax time, with this helpful checklist

BUSINESS STRATEGY

Price Reduction

A calculation to show the increase in sales that is required to compensate for a price discounting policy.

BUSINESS STRATEGY

Price Increase

If you adopt a premium pricing strategy, the table in this resource shows the amount by which your sales would have to decline following a price increase, before the gross profit is reduced below its present level.

CHECKLIST

2024 Rental Property Schedule

Ensure you have all of your documentation in order with this Rental Property Schedule.

CHECKLIST

2025 Self-Managed Super Fund Checklist

Use this checklist to help you manage your fund and meet your SMSF obligations.