Resources

The Bottom Line Podcast Debres Grace Rosal The Bottom Line Podcast Debres Grace Rosal

Aggressive or defensive? Choosing an investment strategy

Investing isn’t one-size-fits-all.

In this episode of The Bottom Line, David Posterino and Sevan Tuna from Alexander Spencer, explore the key differences between defensive and aggressive investment strategies and how they impact long-term growth.

David also shares the Rule of 72, a simple formula to calculate how long it takes to double your investment using compound interest..

Read More
The Bottom Line Podcast Debres Grace Rosal The Bottom Line Podcast Debres Grace Rosal

A legal guide to selling your business

Selling your business is one of the biggest decisions you’ll ever make—and getting the legal side right is critical. In this episode of The Bottom Line, Legal Guide to Selling Your Business, Craig Sanford of Sierra Legal walks us through the legal must-knows for any business owner thinking of selling. One of the most common pitfalls? Going to market unprepared. Don’t let legal blind spots cost you the deal.

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

Download
CHECKLIST

2025 Year End Business Checklist

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

Download
BUSINESS STRATEGY

Price Reduction

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

Download
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.

Download
CHECKLIST

2024 Rental Property Schedule

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

Download
CHECKLIST

2025 Self-Managed Super Fund Checklist

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

Download