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Federal Budget 2012: Back in the black?

The 2012/13 federal budget delivered on the government's pledge to return to surplus forecasting a $1.5bn surplus in 2012/13 following a higher than forecast deficit in 2011/12.  The question perhaps is whether the forecast surplus will ever eventuate, as evidenced by the 2011 budget … Read full story

Wishing you a safe and happy Christmas …

When business owners wish upon a star ... Cinderella lands the idea for her unique sized footwear franchise chain ... Snow White gets the right advice on a mining investment ... Goldilocks launches her successful bed and breakfast chain after exhaustive market research … Read full story

Federal Budget: All hands on deck

In a budget framed around buoyant economic growth and an economy pushing against its capacity restraints ... ... the Treasurer declared that there is "not a person to spare" in his latest Federal Budget delivered last night. Unemployment is forecast to drop … Read full story

Seasons greetings!

Fordham have been performing exclusively for business owners for five decades ... The 60's 1961 Bruce Fordham commences practice in South Yarra 1969 John Clark joins as a graduate 1969 Man lands on the moon   The 70's Read full story

What is Trust Income?

By Brendan Henderson This may seem like a basic question but in reality, it is an issue that the Commissioner and the profession have been arguing about for decades without any resolution!  The reason why it is important is because … Read full story

How can a market downturn help raise your tax free component?

By Aileen Fulton The global economy has provided most superannuation funds with some significant falls in asset values and returns over the last few years. Whilst this unfortunately presents most members with cause for concern, it also provides some limited … Read full story

Borrowing in super funds … complex, but achievable

By Michael Sutherland Gearing restrictions within a superannuation environment have been relaxed since September 2007. Importantly, under the new rules, the borrowings can only be undertaken in limited circumstances. That being, where: the borrowed funds are employed towards the acquisition of … Read full story

Australian Taxation Office reviews, audits and investigations … are you prepared?

By Brendan Henderson Random audits, reviews and investigations are conducted by the ATO and other Federal and State Government agencies to ensure compliance with various tax requirements. This is an inevitable part of our tax system and in the 2009/10 Compliance … Read full story

Linking key employees to business value

By Brett Marshall Around two years ago, many business owners were bracing themselves for a downturn in market conditions from the impact of the GFC. As a result, businesses became focussed on profit improvement initiatives such as cutting overheads and revisiting their pricing methodologies in order … Read full story

Perpetual - The first half year reflection!

By Mark Cummings In December last year, the financial services industry looked on with interest when it was announced that the Fordham Group was to join Perpetual Ltd as at January 5 2010. Now, six months later, the Perpetual teams have joined … Read full story

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