coffee & chat
20 August 2024
Protecting yourself as a business owner — by bongiorno group
If you’re a business owner and one of your team members suddenly becomes ill or worse, how prepared are you? The Bongiorno Group’s risk advisers Yanish Geerdharry and Tom Will discuss the importance of business insurance and succession planning. Some key issues include asset protection, buy-out options, and the business’s ability to handle financial commitments […]
13 August 2024
Including investment property for tax purposes — by bongiorno group
Tax returns can be complicated enough, but throw a rental property into the mix and things can get just that more complex. Mitch McKeown and Ricky Caldow, Directors at the Bongiorno Group, explores the essentials of preparing tax returns for rental properties, with an emphasis on the accurate reporting of ownership percentages, rental income, and […]
6 August 2024
Financial planning 101 — by bongiorno group
If you’re concerned where your money is going each month, it’s important to create a detailed budget. That’s according to the Bongiorno Group’s Director Vanessa Smith and Financial Consultant, Matt Homewood. . That’s one of the essentials of financial planning, a process in which you should spend considerable time on determining your short and long-term […]
30 July 2024
Tax lodgement dates and extensions — by bongiorno group
There’s no one-size-fits-all lodgement date for tax returns for individuals and businesses. The Bongiorno Group’s Director Nick Fennessy Director and Tax Manager Chantelle Turner explain the different rules and tax deadlines, as well as quarterly PAYG instalments which are based on the previous year’s tax payable. Failure to prepay can result in a catch-up payment […]
23 July 2024
International Medical Graduates – what’s the right visa? — by bongiorno group
International medical students studying in Australia typically hold a 500 visa, which allows them to complete their medical course. For those who want to apply for permanent residency, there are a number of hoops to jump through. Immigration lawyer David Bongiorno of David Bongiorno & Associates discusses the different visas necessary for medical graduates […]
16 July 2024
Beware the financial misdiagnosis! — by bongiorno group
A do-it-yourself approach to managing your financial matters is tempting. But, for the uninitiated, you don’t know what you don’t know, and financial decisions, such as choosing home loans and insurance policies, are more intricate than they appear on the surface. Doing it yourself could lead to a misdiagnosis, according to Ricky Caldow and Mitch […]
9 July 2024
Digital bookkeeping: from shoeboxes to the cloud — by bongiorno group
Some people still collect paper receipts, which can be hard to systemise and maintain over several years. Digital bookkeeping, on the other hand, enables real-time access to financial data, allowing you to collaborate more effectively with your accountant. The Bongiorno Group’s Tax Manager David Lay and Director Nick Fennessy discuss the benefits of digital […]
2 July 2024
Trauma insurance: financial protection in times of crisis — by bongiorno group
High incidences of serious illness in Australia highlights the need for trauma insurance which offers critical financial support during severe illnesses, providing peace of mind and stability for affected individuals and their families. Steven Jurcec at ClearView Wealth Limited joins the Bongiorno Group’s Tom Will and Yanish Geerdharry to discuss the important features of […]
25 June 2024
Don’t go it alone with your tax or financial planning — by bongiorno group
If you want to avoid costly mistakes and ensure optimal financial management, it’s essential that you get the proper professional support. Evidence from the Australian Tax Office indicates that clients of professional firms — like the Bongiorno Group — claim two and a half times more than those who file their taxes independently. The […]
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