Findex
Findex is Australasia's leading provider of integrated financial advisory and accounting services.
With a vision to ‘revolutionise wealth and empower ambition’, Findex delivers comprehensive advice across the full spectrum of financial services, facilitated through its Family Office approach. At the cornerstone of this approach are four prominent and embedded beliefs; relationships and technology, holistic advice, continuous evolution, and a one best way process. It is an amalgamation of these
Rewarding your employees can also benefit your tax situation. Learn how employee benefits and perks can help with tax minimisation, and other tax strategies for your small business: https://bit.ly/4cHUIlt
We're seeing many businesses struggle to attract and retain good staff, but simply paying your key staff a salary might not be enough, anymore.
Everyone wants to pay less tax.
To do that, you need to know what you can and can't claim.
This list is from our extensive "Is it tax deductible?" checklist available to download here: https://bit.ly/45J3rlj
Work with our Same Day Tax Refund team to get up to $1,000 back within hours (T&Cs apply): https://bit.ly/45OHilF
Is it too late for the Baby Boomer generation to prepare for the retirement they want?
Watch the full video on what this generation can do now to prepare for (and enjoy) the next chapter of their life. https://bit.ly/3z0sC6q
Generation Super | Is it too late for Baby Boomers to plan for retirement? How significant is superannuation in planning for retirement for Baby Boomers?Are Baby Boomers prepared for retirement?What should a Baby Boomer do if they f...
The Federal Budget was delivered last night with many of the announced measures targeting the Government's priority areas of housing, clean energy, health, and gender equality. Read our comprehensive summary for a breakdown of the initiatives announced for individuals and businesses. https://bit.ly/4biiaWe
Federal Budget 2024: Cost of living relief and inflation control on the Treasurer's agenda The focus has been on delivering cost-of-living relief to ordinary Australians and attracting sustainable investment in Australia, with a particular focus on the global push towards net zero.
What are the big changes needed for your business to succeed like never before?
Join us on 29 May at 12pm AEST to discuss common hurdles faced by businesses like yours, listen to real-life examples, and find actionable solutions for growth and efficiency.
Register here: https://bit.ly/44MVVW9
The cost of living continues to rise, and four in five Australians are recalibrating their investment and saving goals because of it. Yet, many are unaware of how to secure their financial future.
Join us to learn how to manage your finances effectively amid the escalating cost-of-living crisis. Register today: https://bit.ly/44wCuAA
Download our latest report and discover how the cost of living is impacting your financial future, and what you can do to stay on track! https://bit.ly/4drVowy
The key to navigating growth in your business is first knowing where you are.
Register for your complimentary business health check here: https://bit.ly/4abXPkc
The rising cost of living is impacting your financial future, but by how much? And what can you do about it?
Find out in our latest Superannuation and Retirement Insights report! https://bit.ly/3y4hbdm
The trials and tribulations of business growth: Each stage has a new set of them, and each stage requires a shift in focus to move through it.
Next week we are sharing the secrets to sustainable business growth with Business Bootcamp – a series of emails designed to guide you through every stage of business expansion.
From strategic planning to optimisation techniques, we're here to equip you with the knowledge and tools you need to propel your business forward.
Comment "growth" below to get Business Bootcamp in your inbox.
Join us for our upcoming webinar where we will explore the legal and practical implications of wage underpayment and how AI can help employers avoid jail time!
Dentons Managing Associate, Alexandra Terrill, Findex Client Success Executive, Jon Williams, and Findex Consulting Partner, Dr. Behrang ZadJabbari will provide insights into the root causes and showcase a live demonstration of our Payroll AI solution, specifically designed to address underpayment challenges directly. Register today:
Welcome! You are invited to join a webinar: IR Insights Webinar: Underpayment of wages and accessorial liability. After registering, you will receive a confirmation email about joining the webinar. Senior managers and officers in companies are likely to face imprisonment of up to 10 years for serious deliberate wage theft. Join Alexandra Terrill, Managing Associate at Dentons and Jon Williams, Client Success Executive & Dr Behrang ZadJabbari, Partner at Findex as they explore the legal and pra...
Did you know that a well-defined investment strategy can significantly impact your financial success? But choosing the right approach for you is a multifaceted process that requires careful consideration and strategic planning. Let's dive in. https://bit.ly/3PNZgxz
Choosing an investment strategy that balances risk and time Did you know that a well-defined investment strategy can significantly impact your financial success? Let's explore actionable steps and strategies to optimise your investments.
CLOSING SOON: Applications for our 2025 graduate roles are closing this Sunday 7 April at midnight. Apply here: https://bit.ly/4bZIncM
KPIs are considered the 'North Star' of business success. So, how do you use these strategic objectives to help your business? Let's dive in. https://bit.ly/3TZr2cZ
How do KPIs drive success amidst a shifting business landscape? When KPIs are linked to strategic objectives they serve as the North Star for businesses. Learn more about the strategic tool that empowers businesses to weather storms and sail towards new horizons with confidence.
“I can’t afford car insurance.” Can you afford a new car?
“I can't afford income insurance.” Can you afford to lose your job?
“We can’t afford life insurance.” ...
Life insurance couldn't stop Katrina's whole world collapsing when Scott suddenly passed away.
What did it allow? For their family to stay in their home, their kids to stay at their school, the time to grieve the unbearable loss of her husband and their father, together.
Watch her full story here:
The lifeline you're searching for when your whole world comes crashing down Life insurance is the lifeline you're searching for when your whole world comes crashing down.
To assist you in navigating the current FBT landscape and understanding recent developments, we invite you to join our tax experts for a lunchtime online session. Register today!
We don’t always get to choose our stories. Katrina knows this first hand.
When her husband Scott passed away suddenly from a heart attack, she turned her attention to doing what she could to prevent tragedy from striking so many other families. Watch the full story of how Katrina is working to make this happen: https://bit.ly/3VcOaFX
Kick-start your career in finance in 2025 with us!
With Findex you can:
💭 Pursue your dreams unrestrained from geography or hierarchy
🤝 Surround yourself with people who inspire and challenge you
🌏 Contribute to a greater purpose
Apply for our graduate roles now 👉 https://bit.ly/4bZIncM
Huge news! We are excited to announce the expansion of our Digital Consulting services with the acquisition of the leading Microsoft Business Applications (MBA) practice from FiveP.
This puts Findex at the forefront of digital transformation, offering better digital services and unlocking the potential of data for our clients.
With careful retirement planning and strategic decision-making, you can position yourself to retire richer and enjoy your golden years. So, what does it mean to retire richer?
How to retire richer: 7 strategies for pre-retirement Many people who seek financial advice want to know how to retire richer. Explore strategies aimed at helping you balance financial security and personal happiness.
For Michelle Sinclar, starting and expanding several businesses for over 16 years has been a life-changing experience. As a business owner, she has accumulated invaluable lessons along the way. This article unveils the seven key business lessons she learned throughout that journey.
From entrepreneur to virtual CFO: 7 key business lessons As an entrepreneur and virtual CFO, I've weathered the storms and celebrated the successes, accumulating invaluable lessons along the way.
We are proud to announce our new partnership with Agtuary - a leader in Agribusiness Land Analysis and Environment services.
This partnership will equip Findex with the necessary tools to measure, report and provide actionable insights for clients who are committed to their sustainability journey.
Your 50s are a pivotal decade. Whether you're envisioning a comfortable retirement, pursuing long-held dreams, or simply seeking financial security for yourself and your loved ones, your wealth building journey is far from over! Read on to learn more about how to build wealth in your 50s.
How to build wealth in your 50s Welcome to the pivotal decade of your 50s - where decades of experience meet the promise of exciting new ventures. If you're keen to build wealth in your 50s, it's not too late. Here's why (and how).
Learn how the recent changes in employee relations legislation could impact your business on Thursday, February 29th at 12:30 AEDT (online).
Findex has partnered with Employee Matters to bring you valuable insights on how to protect your employees, ensure compliance, mitigate risk, and optimize financial management. Don't miss out on this opportunity to stay informed and prepared. Register for your spot today!
The short answer: Yes, it is possible to buy an investment property with your super, but it's not that simple.
Find out more, including the benefits, but also drawbacks, and who you need on your team to purchase property within an SMSF:
Can I use my super to buy an investment property? "Explore the intricacies of self-managed super fund (SMSFs) and discover how you can purchase property in within your super. Discover how you can maximise your investment opportunities within your superannuation."
How will the proposed DIV296 tax impact your super?
Find out more about calculating the tax, evaluating effective tax rates, and developing strategies for your total superannuation balance.
How will DIV296 (15% additional tax on super) impact you? Explore the implications of the proposed DIV296 tax, a 15% additional tax on total superannuation balances exceeding $3 million. Learn how to calculate the tax, consider effective tax rates, and strategize for optimal financial outcomes.
What is the true cost of payroll errors in your business, beyond dollars and cents? https://bit.ly/3TY6Zfp
Is running your own payroll management worth the risk? Avoid the risks of in-house payroll management: Mistakes can cost you more than money, learn how to avoid errors, ensure compliance and protect your reputation.
Will you head into retirement with confidence, knowing you've planned a financially secure future? Don't leave it to chance - discover the real cost of inaction here:
Preparing for retirement: two in three Australians fear they don’t have enough Are you preparing for retirement? Findex research reveals Australians' concerns and need for financial advice
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Level 42/600 Bourke Street
Melbourne, VIC
3000
Ground Floor, 35 Cotham Road
Melbourne, 3101
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