Alan Miltz

Navigate your business future with confidence alongside Samuel & Sonz's expert advisory and valuation services. Let us guide you towards success with precision and clarity. 🚀💼 🌐 https://lnkd.in/gpP9qx4z 📧 [email protected] 📲 0435 861 489 #businessvaluations #cfoservices #familylawyers #accountants #dentists #money #smallbusinessowners #business #cashflow #tax #bookkeeping #accountants #business #valuers #sydney #businessvaluersnearme #familylaw

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If you are offering advisory services to your clients you may be interested in this guide I wrote for Capitalise https://lnkd.in/gqe4Pvu

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If you are offering advisory services to your clients you may be interested in this guide I wrote for Capitalise https://lnkd.in/gqe4Pvu

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Feeling the pinch of rising costs in your small business? 🧾💸📅 Join this FREE online webinar on June 4 to learn how you can benefit from maintaining profit margins and improving efficiency in sales, wages and expenses. We have partnered with the Australian Taxation Office to provide this free masterclass that will help you: ✔️ Build your cashflow management skills ✔️ Understand and analyse your cashflow position ✔️ Identify and test potential cash flow improvement strategies ✔️ Confidently track and monitor your business cash flow Don’t miss the chance to gain valuable insights to improve your cash flow. Secure your spot now 👉 https://lnkd.in/gVhZEVak Jacqueline Petersen

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Step-by-Step Guide: Applying Small Business CGT Concessions 🧮📊 Offshore accountants let's walk through a practical example of how to apply Small Business CGT Concessions. This step-by-step guide will help you maximize benefits for your clients. Scenario: Client: John, 60 years old Business: Melbourne bakery, owned for 20 years Action: Selling the bakery (business + property) Capital Gain: $800,000 Step 1: Check Basic Eligibility ✅ Aggregated turnover < $2 million OR net assets < $6 million ✅ Asset actively used in business Step 2: Identify Applicable Concessions 15-Year Exemption 50% Active Asset Reduction Retirement Exemption Small Business Rollover Step 3: Apply Concessions in Order 3.1 Check 15-Year Exemption: Owned asset for 15+ years? Yes Client 55+ years or permanently incapacitated? Yes Client retiring/permanently incapacitated? Yes ➡️ 15-Year Exemption applies! Entire $800,000 gain disregarded. 3.2 If 15-Year Exemption Didn't Apply: a) Apply 50% general CGT discount: $800,000 → $400,000 b) Apply 50% active asset reduction: $400,000 → $200,000 c) Apply retirement exemption (up to $500K lifetime limit): $200,000 → $0 Step 4: Advise on Superannuation Contributions Can contribute up to $1.78M to super (CGT cap amount) Must be done within specific timeframes Lifetime CGT cap election form required Step 5: Document and Report Ensure choices are declared in tax return Keep detailed records of calculations and exemptions applied 💡 Pro Tip: Always check for updates to thresholds and rules. The ATO website is your best resource for the latest information. What's your process for applying these concessions? Any challenges you've faced? Share your experiences below! 👇 #TaxPlanning #CGTConcessions #AccountingTips #AustralianTax

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Is poor record-keeping costing your Australian small business? 💸 Don't let financial penalties and higher taxes drag you down. 🚫 Visit Tax Store Gosford for expert advice on record-keeping best practices. 💡 Our team can help you streamline your processes, avoid costly mistakes, and protect your business's bottom line. 📲 0468 584 412 📩[email protected]  #AustralianSmallBusiness #TaxAdvice #RecordKeeping #gosford #smallbusiness

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𝗔𝗿𝗯𝗼𝗿 𝗣𝗲𝗿𝗺𝗮𝗻𝗲𝗻𝘁 𝗢𝘄𝗻𝗲𝗿𝘀 𝗶𝗻 𝗮 𝗻𝘂𝘁𝘀𝗵𝗲𝗹𝗹 Arbor Permanent Owners is a decentralised holding company that is following a well-trodden playbook: investing in smaller, asset-light companies with strong market positions and predictable cash flows that can be reinvested in further acquisitions. Our focus is acquiring “Great Australian SMEs”: market leaders in a niche, typically family owned , with EBITDA between A$3m and $6m. Unlike Private Equity, we differentiate ourselves through a multi-decade investment horizon. We view potential targets from an "owner" rather than an "exit-driven" shareholder perspective. Arbor Permanent Owners is targeting the investment theme of corporate succession - acquiring Great Australian family owned businesses from retiring owners. We acknowledge that this investment model is ”in vogue” across the pond in the American and European markets. There are yet to be any significant folks like us in Australia. We aspire to be the dominant player in our island nation. We believe that our edge lies in acquisitions that are too sub-scale, too operationally complex, or too long-term minded to be good bets for our private equity peers. As a result, we avoid intense competition from private equity firms, ultimately allowing for value accretive acquisition multiples between 3x and 5x EBITDA. Our playbook is simple: - Pay fair prices for great businesses; - Recruit and incentivise best in class leaders; and - Reinvest and compounding cash flows into more acquisitions. Guided by our north-star metric of ROIC > 20%, executed over a long-period of time (30 years), we will all end up with a fine result. Finally and most importantly, Arbor Permanent Owners is led by experienced founders and business operators. 𝗪𝗲 𝗲𝗮𝗿𝗻𝗲𝗱 𝘁𝗵𝗲 𝗿𝗶𝗴𝗵𝘁 𝘁𝗼 𝗮𝗰𝗾𝘂𝗶𝗿𝗲 𝗮𝗻𝗱 𝘀𝘁𝗲𝘄𝗮𝗿𝗱 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀𝗲𝘀. We have degrees, but we didn’t learn business from a textbook. We learned it from sleeping under the desk, the stress of unpaid invoices and the scramble to meet payroll. We've seen the impact of both good hires and bad ones. There’s no substitute for experience, and no faster way to gain it by building something from the ground up. Only those who have lived the journey of entrepreneurship will understand this. We can look fellow business owner in the eye and easily build mutual respect, a connection that’s difficult to describe; like a telepathy. It comes from shared experiences and mutual understanding that this game of business is not for the faint hearted, and that when it comes to pass the baton, it should be passed to the right set of hands. Arbor Permanent Owners are the custodians of Great Australian businesses.

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Arbor Permanent Owners is a decentralised holding company that is following a well-trodden playbook: investing in smaller, asset-light companies with strong market positions and predictable cash flows that can be reinvested in further acquisitions. Our focus is acquiring “Great Australian SMEs”: market leaders in a niche, typically family owned , with EBITDA between A$3m and $6m. Unlike Private Equity, we differentiate ourselves through a multi-decade investment horizon. We view potential targets from an "owner" rather than an "exit-driven" shareholder perspective. Arbor Permanent Owners is targeting the investment theme of corporate succession - acquiring Great Australian family owned businesses from retiring owners. We acknowledge that this investment model is ”in vogue” across the pond in the American and European markets. There are yet to be any significant folks like us in Australia. We aspire to be the dominant player in our island nation. We believe that our edge lies in acquisitions that are too sub-scale, too operationally unsophisticated, or too long-term minded to be good bets for our private equity peers. As a result, we avoid intense competition from private equity firms, ultimately allowing for value accretive acquisition multiples. Our playbook is simple: ✅Pay fair prices for great businesses; ✅Recruit, indoctrinate and incentivise best in class leaders; and ✅Reinvest and compound cash flows into more acquisitions with a modest use of leverage. By repeating this playbook, guided by our north-star metric of ROIC > 20% and executed over the long-term (30 years), we will all end up with a fine result. Finally and most importantly, Arbor Permanent Owners is led by experienced founders and business operators. We earned the right to acquire and steward businesses. We have degrees, but we didn’t learn business from a textbook. We learned it from sleeping under the desk, the stress of unpaid invoices and the scramble to meet payroll. We've seen the impact of both good hires and bad ones. There’s no substitute for experience, and no faster way to gain it by building something from the ground up. Only those who have lived the journey of entrepreneurship will understand this. We can see a fellow business owner eye-to-eye and immediately build a mutual respect, a connection that’s difficult to describe; like a telepathy. It comes from shared experiences and mutual understanding that this game of business is not for the faint hearted - and that when it comes to pass the baton, it should be to the right set of hands. At Arbor Permanent Owners, we are the custodians of Great Australian businesses.

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Your mindset determines your success. How successful are you? We’re in the business of financial transformation and our core purpose is to eradicate financial stress. We achieve that by combining our technical and accounting expertise with our dedicated and supportive team. If you need assistance with your accounts, contact Sarah on 0402 811 088 or book a complimentary meeting here. 👇 https://lnkd.in/g9_8V4Vn #bookkeeping #missefficiency #smallbusiness #technology #cloudaccounting #cloud #systems #businesssystems #success #businesssuccess #productivity #bookkeepingexperts #brisbanebookkeeping #workingmum #worklifebalance #xero #worksmarter #productivity #timemanagement

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We can customize Virtual CFO package to suit your specific needs and budget. Whether you need ongoing support or just project-based work, we're here to help you achieve your financial goals.. Give me a call at 0426 391 860 to get started... #vcfo #virtualcfo #budgeting #forecasting #cashflowmanagement

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💰💼 Need help managing your cash flow? Here's a simple tip that will make a BIG difference! Separate your business funds by setting up a savings account specifically for your tax obligations and superannuation. 💪📈 This way, you won't accidentally dip into it and fall behind on payments. Stay ahead of the game and avoid the stress of playing catch up! Take control of your finances and ensure your business runs smoothly. Don't let money worries hold you back - contact us today to find out how we can help! 📞📧 #bookkeeping #brisbanebookkeeping #cloudaccounting #missefficiency #xero #brisbanesmallbusiness #brisbane #cashflowmanagement #financialfreedom https://lnkd.in/gqvr9rHH

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Simplify Your Taxes & Maximize Your Refunds with TaxFox! 🦊📈 Download at link in bio. #TaxFox #TaxTips #ATO #TaxRefund #FinanceMadeEasy #AussieTax #TaxSavings

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As of recent reports, many SMEs in Victoria are struggling with tax debt. The Australian Taxation Office (ATO) has become increasingly proactive in recovering outstanding tax debts, with a significant focus on small businesses. SMEs in Victoria, along with the rest of Australia, owe a substantial portion of the $34.1 billion in small business tax debt nationwide​ (ASBFEO)​​ (Tax Assure)​. If you are an SME owner facing tax debt challenges, it is crucial to engage with the ATO and explore funding options to manage this debt effectively. Professional advice and tailored financial solutions can help you navigate this challenging period without risking the sustainability of your business. 💡 𝐅𝐮𝐧𝐝𝐢𝐧𝐠 𝐎𝐩𝐭𝐢𝐨𝐧𝐬: ♦ Banks: Lower interest rates and longer approval times. (They are a maybe at best) ♦ Fintech Lenders: Quick, unsecured loans. ♦ Innovative Lenders: APX Capital: Specializes in tax debt funding. Trailblaze: Focuses on businesses with recurring revenue. Debtor finance: could be your answer for B to B businesses 🏦 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬: ♦ Use business assets, not personal assets, for funding. ♦ Address tax liabilities to avoid severe consequences. The ATO is serious about debt recovery. Act now to manage your tax debt without crippling your business. Ready to tackle your tax debt challenges? Contact 𝐌𝐚𝐫𝐭𝐢𝐧 𝐂𝐚𝐭𝐭𝐚𝐜𝐡 today to learn more. 🌟📞 #Accounting #BusinessFinance #smallbusiness #businessownership #ILOVEWHATIDO

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What's driving confidence levels among Australia's middle market businesses? Our Business Radar report reveals a dip in overall confidence post-2023 highs, tempered by strong demand and rising costs. Explore how you can navigate these challenges and keep your business on track for success: https://lnkd.in/gTh-ApXv #PitcherPartners #MakingBusinessPersonal #BusinessRadar #Productivty 

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Tax Season is Here: Are You Ready? Ensure your business is fully prepared by following these essential tips:  1. Organise your financial records 2. Review recent tax law changes 3. Consult with a tax professional Our team at The Tax Shop Accountants Plattekloof is ready to assist you in navigating this tax season smoothly. Contact us today! #TaxSeason2024 #TaxReady #TaxTimeTips #TaxSeasonPrep #BusinessTax2024 #SABusinessTax #SARSCompliant #SouthAfricaTax #TaxAdviceSA #TaxShopPlattekloof #SmoothTaxSeason #TaxExpertsSA

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Use the government R&D scheme to fund your research & development expenses*. The Australian government will subsidise part of your R&D expenses, which can be injected back into the business, allowing you to fast-track your growth plan. *Only available to eligible entities with eligible R&D expenses . . . . . #Innovation #RandD #FreeMoney #BusinessGrowth #GovernmentGrant #ResearchAndDevelopment #Technology #StartupLife #Investment #EconomicDevelopment

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