BlueRock
More than an entrepreneurial advisory firm helping businesses grow & succeed - we're a community.
BlueRock is more than a multi-disciplinary entrepreneurial advisory firm, we're a community. Our teams of experts help entrepreneurs and business owners to transform ideas into โwowโ businesses and support individuals and families to protect and grow their wealth. Spanning accounting, bookkeeping, law, insurance and digital (plus more) services that protects, amplifies and grows your little corner of the universe.
It's finally been announced! The Export Market Development Grants (EMDG) program's Round 4 opens to Australian businesses in November! This is your opportunity to receive support for developing and expanding your export markets. Mark your calendars!
๐ธ Representative bodies: Applications open AEDT 10am on 6 November
๐ธ Tier 1 (Ready to Export): Applications open AEDT 10am on 12 November
๐ธ Tier 2 (Exporting Within Existing Markets): Applications open AEDT 10am on 12 November
๐ธ Tier 3 (Exporting to New Key Markets): Applications open AEDT 10am on 12 November
Successful applicants will receive grant agreements for up to two financial years, covering planned expenditure from 2025โ26 to 2026โ27. Stay tuned for updates and get ready to boost your export potential! ๐
https://www.austrade.gov.au/en/how-we-can-help-you/grants/export-market-development-grants
Is your business riding the AI wave? Lead Consultant, Harrison Douveas, explores how SMEs can leverage AI to create efficiencies and drive growth. Itโs certainly an exciting time to be alive in the tech world...learn more here โ https://www.bluerock.com.au/resources/harnessing-ai-for-sme-growth/
What Every Aussie Business with Employees Needs to Know ๐จ
Misclassifying employees as independent contractors can spell disaster for your business, affecting tax, superannuation, and workers' compensation obligations. With recent changes like the Closing Loopholes acts and updates to the Fair Work Act - it's crucial to stay informed.
Our employment lawyers help you understand these developments ๐ https://hubs.la/Q02NgLBD0
Unreal scenes, steep climbs and beautiful local communities. Catch a glimpse into what our trekkers experienced along the Kokoda Track.
It is true, at BlueRock you really do get to do things you couldn't do elsewhere!
We're thrilled to announce the recruitment of two experienced directors in our R&D and Government Incentives team!
Jason Crawford joins BlueRock after seven successful years running his leading advisory firm, Incentive Advisory, and working with businesses to identify and access broad-based tax incentives and government grants. Prior to launching Incentive Advisory, Jason was a partner at Deloitte. He has also worked as a partner at mid-tier firms, more recently SWA and Moore Stephens, where he led R&D and Tax Incentive teams and advised some of Australiaโs largest ASX-listed, privately owned companies, SMEs and startups.
Rachel van Ketwich also joins us as a Director in R&D and Government Incentives, bringing Big 4 experience of her own to our growing firm. Rachel spent over five years consulting on R&D Tax and Government Incentives at EY and KPMG, where she also provided strategic trade and investment advice to companies looking to expand globally.
Learn more about our new recruits and the work our incredible R&D and Government Incentives team does with clients at our website. https://www.bluerock.com.au/resources/experienced-r-d-directors-join-bluerock-to-bolster-grants-incentives-team/
Financial advisor and Director of Wealth Daniel Zaffino recently facilitated a 'Making Dollars Into Sense' workshop with the Carlton AFLW team. ๐๐ก
During the session, players dived into crucial modules on Financial Goal Setting, Investing, and Property. This workshop equipped them with essential tools to make informed financial decisions.
The workshop was a hit, with players actively engaged and eager to learn. As proud partners of Carlton Football Club and the AFLW team, we're thrilled to have the opportunity to share our expertise!
To the players, we hope you gained some useful knowledge and are excited about your financial journey ahead! Here's to a future of smart decisions, financial empowerment and a winning season. ๐
We had a Good Talk with Amanda Niu, Co-Founder of Eva Home, on everything business growth and innovation. Amanda took us through her entrepreneurial journey as a founder, and how BlueRock worked with Eva to apply for the R&D Tax Incentive and manage cash flow.
Let us ease the stress of probate administration through our quick and easy Online Probate Application process. One simple form streamlines the steps to receive a Grant of Probate or Letters of Administration.
Whenever you need us, our team of probate experts is here to guide you every step of the way, ensuring your application is smooth and stress-free. If you or anyone you know needs help with a probate application, check it out here. ๐ https://hubs.ly/Q02MtgnT0
๐ Calling all accountants! We're hiring! ๐
We're on the lookout for passionate people to join our vibrant teams, with a variety of positions waiting for the right candidates. Here are 2 awesome opportunities...
๐ Senior Accountant: We're seeking someone with at least 4 years' experience in accounting, with a passion for client relationships. Let's talk!
๐ Intermediate Accountant: We are seeking an accountants to join our Business Advisory team and work alongside other entrepreneurial and commercially-minded professionals.
Apply here โ https://hubs.la/Q02L_sx10
Not quite the right fit or looking for something different? Our doors are always open. Explore other exciting roles we're offering or stay tuned; your perfect match might just be around the corner ๐
Connect with our Talent Acquisition Specialist, Lee Kelly, at [email protected] for more information about any of our open roles.
We love seeing our clients do amazing things and right now, we're seeing Ahmed Kellyeverywhere! Ahmed is about to compete in Paris at what will be his 4th Paralympics (epic achievement) and we spotted him in this nationwide Qantas campaign. Good luck in the pool Ahmed!
Sorting out business insurance might not be the most glamorous item on your to-do list, but it's essential for protecting your company. The right coverage can make all the difference in bouncing back from bumps in the road. Curious about what insurance you need to get started? Learn more here: https://hubs.ly/Q02LFRKy0
Our BlueRockers share some proud moments and career highlights. Their journeys are full of passion, progress, and purpose ๐๐ง If you'd like to explore a career at BlueRock, head to our website to learn more: https://www.bluerock.com.au/careers/
Look who got featured in this ANZ marketing campaign! Anton Zaidan and the BlueRock Finance team have been getting some great outcomes for clients with ANZ GoBiz. Itโs a fast way for us to help clients navigate cash flow challenges, saving everyone precious time. If you need help securing business or personal finance of any kind, reach out to Anton today. https://hubs.la/Q02LnWrq0
Tax can be a complex beast, and SMEs would be forgiven for having no idea if their company can utilise past tax losses. If you're in that boat, read the latest article from our Tax Advisory team on the Continuity of Ownership Test (COT). โ https://hubs.la/Q02JRh8j0
When you're in a job interview, did you know there's a certain framework you can use to make sure you give strong answers and show your value? Lee Kelly, Talent Acquisition Specialist, talks us through the STAR method and how to best apply it!
Have you reached the 4-5 year mark in your business journey and find yourself...
โจ Experiencing upwards of 20% revenue growth, OR
๐ Facing slowing revenue growth after rapid initial expansion?
Either way, you might be entering scale-up territory, which brings a new set of business challenges. This guide focuses on 4 key factors to help your business achieve profitable growth. Download it now โ https://hubs.la/Q02JRf0M0
Hey American pop culture, Australian family lawyers would like a word...high-profile celebrity divorces from the likes of Tiger Woods and Kim K have all made โprenupsโ part of mainstream culture.
But what's Australia's version of a prenup? Find out in this article where we break down the benefits, use-cases and legal enforceability into bite-sized pieces. โ https://hubs.la/Q02JRhCH0
๐จ Last call to register for our "AI for SMEs" webinar. Join us on Tuesday 13 August at midday and discover how AI can transform your business. https://hubs.la/Q02JRglJ0
THE ADVENTURE STARTS HERE!
While our Kokoda Trekkers have been clocking up the steps in preparation for Saturday's trip, we're inviting you to show your support!
How you can help...
โญ Donate and support their trek if you're in a position to do so. It's as simple as sacrificing your daily coffee for each of the 8 days they'll be trekking
โญ Spread the word and share their story
https://bluerock-kokoda.raisely.com/
Your support towards Lyle Meaney, Gemma Wu, Leigh Fernando CFPยฎ, Jason Hugo, Adam Morse & Gareth Tawton doesn't stop there. It will also go towards Life Ed Vic, KTF, and Carry On.
Last week the Australasian Society of Lifestyle Medicine joined forces with the APNA - Australian Primary Health Care Nurses Association to deliver the Essential Health Summit, bringing together a multidisciplinary group of delegates from across the country to discuss the future of primary health care in Australia.
As a proud partner of ASLM, BlueRockโs Health & Medical Industry Group had the opportunity to connect with over 1000 delegates from various other industry-leading innovative business groups and associations.
Over the conference, great conversations were had with ASLM members, GPs, dieticians and industry professionals. The team also had a great dinner with the ASLM board and we're excited to strengthen our partnership with the organisation and support members in growing their businesses and private wealth.
Highlights included meeting the teams behind these innovative healthcare businesses...
MediDrink are creating nutritional drinks for specific health conditions.
Blue Mirror AI use innovative tech to conduct virtual PPE and Hand Hygiene training for hospitals and organisations.
HealthcareLink - Australia's largest healthcare and medical career marketplace and network.
Body Buddies - An award-winning young businesses founded by Aayushi Khillan as a med student during the pandemic. Body Buddies is a social enterprise that makes organ-shaped plush toys to raise health awareness and spread joy. The business contributes 50% of all profits to Transplant Australia.
Pen CS - We enjoyed meeting Edweana Wenkart, CEO of PenCS, Australiaโs market leader in health informatics technology. They were promoting their exciting new digital health intelligence platform, Practice Cloud.
Congratulations to the ASLM management team led by Roni Beauchamp for delivering an inspiring few days for your members. The culinary medicine masterclass was certainly a hit, combining science and clinical practice! And a big thank you to the ASLM board for sharing your afternoon and evening time with our group as the conference kicked off. It was great to connect and see your leadership teamโs passion for holistic patient care and engagement.
Every business has busy and quiet periods to navigate. Many need to pay extra staff for the holiday seasons, buy extra stock before an event, or even close their doors during an off-season. All of the above can cause cash flow challenges.
This is where planning goes beyond stock and sales. Investing in a solid cash flow forecast can help you avoid seasonal impacts and keep cash flowing. Here are a few tips to get you thinking about it...and download our full Guide to Keep Cash Flowing to learn more.
โญ Prepare in advance to have enough stock to capitalise on seasonal perks.
โญ Keep your collections up to ensure you've got cash flowing in when the payment needs to be made after holidays or lulls.
โญ Plan in advance of the peak period and know what other peaks are in the pipeline for the remainder of the financial year, as well as when you need working capital in the banks to make those payments.
https://www.bluerock.com.au/resources/bluerocks-guide-to-cash-flow-the-key-to-business-growth/
Research suggests that over 50% of wills are being contested in Australia. Whether you're considering contesting a will or looking to minimise the risk of your own will being contested, this article has got you covered โ https://hubs.la/Q02Jl9qG0
This one's for all you Kiwi innovators! Did you know you may be eligible to cash out R&D losses and secure valuable tax credits? Many companies in New Zealand are leaving this cash incentive untouched. Are you missing out on yours?
In this article from our NZ-based grant consultants, you'll learn...
๐ก What the R&D Loss Tax Credit is
๐ก Who can get the credits
๐ก How much could you get
๐ก How to apply
https://hubs.la/Q02J1cRK0
As interest in private credit investing grows, it's crucial to stay informed about the risks and rewards. Our Chief Investment Officer, Jon Holroyd, explains everything you need to know about investing in private debt. https://hubs.la/Q02HVrY_0
BLUEROCK CLIENTS DOING AMAZING THINGS! ๐
We spotted BlueRock client Nornie Bero (head chef and owner of Mabu Mabu) in this cool campaign for OPSM, and we just had to share! But that's not all...for NAIDOC Week, Nornie also guest hosted 5 episodes of The Cook Up on SBS Australia (it's must-watch TV).
We love seeing our clients doing good things. If you'd like to learn more about how we've helped Nornie grow her businesses, check out this Good Talks episode: https://hubs.la/Q02HVj510
Join BlueRock founder and CEO Peter Lalor, A-P Director Zelman Ainsworth, and HungryHungry Co-Founder Mark Calabro for an evening of networking, insights, and fun at our Winter Retail & Hospo Industry Mixer.
Whether you're a business owner, a property, retail or eCommerce industry insider, BlueRock client, or you just want to come and hang at our cool HQ...we'd love to see you there.
Win A Prize For Two!
Bring along a colleague or friend from the hospitality, tourism, retail, or eCommerce industry for a chance to win a $200 voucher to Mamasita!
What to expect?
๐ A casual networking event with business owners and advisors specialising in hospitality, retail and eCommerce.
๐ A short Q&A with Zelman Ainsworth, Peter Lalor, and Mark Calabro to discuss the current industry climate for SMEs.
๐ An opportunity to swap ideas, support each other, and expand your professional network.
๐ Food provided by Mad Mex and drinks provided by BlueRock.
Register Now >>> https://hubs.la/Q02HKYT-0
๐ Calling all SMEs! Ready to unlock the power of AI for your business?
Join us on 13 August at 12:00PM to learn practical tips and future trends that will prepare your business for an AI-driven future.
You'll learn how to...
๐ค Maximise the potential of AI tools you already use
โ๏ธ Understand AI's strengths and limitations
๐ Prepare for the future
๐ป Learn when to go DIY and when to call in the experts
Whether you're just starting with AI or looking to deepen your knowledge, this session is perfect for you! Donโt miss outโreserve your spot now! https://hubs.la/Q02HyylX0
A passionate group of BlueRockers are gearing up for an exciting experience over in Papua New Guinea...we're talking about the famous Kokoda Trail!
The group will be tackling the physical challenge while learning about the ANZAC spirit, but it doesn't stop there. This trek is a charity experience, with the trekkers raising funds for our Be BlueRock Foundationto be allocated to Life Ed Vic, KTF and Carry On.
If you're in a position to, we kindly ask you to read what our amazing Rockers are doing and to get behind them in support of their efforts. You can do so here https://hubs.ly/Q02Hm_rY0
Estate planning isn't just about tying up loose ends. It's an opportunity to leave a lasting impact. Our estate planning and philanthropy experts are here to guide you through the process of incorporating Direct or Structured Giving into your will.
Check out this article to learn more about making a meaningful contribution to the causes you care about. https://hubs.la/Q02H1LjX0
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