Shows
2022-11-1819 min2022-11-1817 min2022-11-1815 minThe Rural RoundupThe Rural Roundup FINDEX FRIDAY – The government's decision to levy farmers on Agri emissions
2022-11-1811 min2022-11-1816 min2022-11-1816 min2022-11-1816 min
The Rural RoundupThe Rural Roundup FINDEX FRIDAY – Viticulture!This week on The Rural Roundup’s Findex Friday Alistair King, Partner in Accounting and Business Advisory, talks about the 2022 vintage, from export market dynamics to labour pains! Alistair talks through: -How the wine industry is currently looking for NZ coming out of the pandemic -How the wine industry is growing across the country -How the increased cost of living might affect the industry
2022-10-1813 minThe Rural RoundupThe Rural Roundup FINDEX FRIDAY – Budgeting amid market volatilityThis week on The Rural Roundup’s Findex Friday Michelle Turfrey, Partner in Accounting and Business Advisory, talks about running a budget when faced with varying costs amid market volatility. Michelle talks through: -Ongoing issues with farmers right now, particularly with compliance -How to set a budget when costs are constantly changing -Budgeting advice for leading in to 2023
2022-10-1819 minThe Rural RoundupThe Rural Roundup FINDEX FRIDAY – struggles in the labour market for agribusinessesThis week on The Rural Roundup’s Findex Friday Melissa Vinning discusses the hard labour market agribusiness is currently facing and how it’s shifting to an “employee’s world” with a lot of jobs available and limited labour coming from overseas. Melissa discusses: -Ways that businesses can think outside the box to ensure employees are -Consequences of not having enough labour -What businesses are doing to cope with the shortages advice Melissa gives to agribusinesses struggling with labour shortages
2022-10-1815 minThe Rural RoundupThe Rural Roundup FINDEX FRIDAY - GST changes for farmhousesOn this episode of The Rural Roundup’s Findex Friday Senior Tax Partner Craig Macalister talks through the rollercoaster treatment of the farmhouse for GST over the last few years, he shares the current position for farmers and what it means for GST in relation to their farm homestead. Chris talks through: -Where the GST cost on the sale of the farm house came from -The changes over the many years, going back to 1995 -The most recent changes in the GST law regarding farm dwellings -The good ladder out of the hole on GS...
2022-09-1615 minThe Rural RoundupThe Rural Roundup FINDEX FRIDAY – Reporting, predicting, and budgeting for 2023This week of Findex Friday on The Rural Roundup podcast is with Jarrod Godfrey, Findex Associate Partner for Accounting and Business Advisory who discusses how, through the current times, we can learn from our past experiences and get on top of the income fluctuations before it is too late. Jarrod also chats through: -The importance of getting your 2023 budget in order -Why getting your 2022 accounts done early will improve your options for next year -The value in cloud-based accounting tools for reporting and predicting
2022-08-2616 minThe Rural RoundupThe Rural Roundup FINDEX FRIDAY - Lending and financeThis week of Findex Friday on The Rural Roundup podcast is with Brendan Hearle, Findex Associate Partner of Lending & Finance. Brendan chats about how over time we have been getting used to low interest rates and many people are unaware of the consequences of an ever-increasing official cash rate. Also covering: -How ignoring or setting and forgetting your interest rate is no longer an option -What’s causing the rate increases and how to manage it -How using financial services can benefit your farm with the increasing compliance requirements for banks -What we...
2022-08-2613 minThe Rural RoundupThe Rural Roundup FINDEX FRIDAY – Employer requirements, especially in the busy seasonThis week of Findex Friday on The Rural Roundup we are mid-calving season and Associate Partner for Accounting and Business Advisory, Rachel Fraser, talks about the importance of farmers being mindful of the minimum wage and employment requirements. Rachel covers: -The importance of getting documentation in order -Technology can assist with keeping track of staff hours and requirements -How technology and expert financial help can be essential to meeting your employer requirements and set you up for the rest of the year.
2022-08-2613 minThe Rural RoundupThe Rural Roundup FINDEX FRIDAY – Succession planningThis week of Findex Friday on The Rural Roundup podcast is with Doug Davidson, Findex Associate Partner for Wealth Management. Although some farmers believe they are going to continue farming their entire life, and leaving the farm is not an idea they entertain, addressing the planning early allows for more clarity and options moving forward. Doug goes into: -The most important thing when starting the succession planning process -What farmers commonly want in a succession plan -The importance of considering a future lifestyle as well as living costs -Why starting early with...
2022-08-2615 minThe Rural RoundupThe Rural Roundup FINDEX FRIDAY – why having a plan for the unforeseen is so vitally importantThis week of Findex Friday on The Rural Roundup podcast is with Francesca Wilkin, a Findex Risk Advisor who shares her own personal story of how and why she got into Risk Insurance and her first-hand experience of the importance of having a clear risk strategy. Francesca talks through: -The differences between an injury and an illness in terms of insurance -How often these incidents occur -What risk insurance farmers should be considering for them and their family
2022-08-2614 minThe Rural RoundupThe Rural Roundup FINDEX FRIDAY - Agribusiness costs, challenges, and succession planning.The first episode of FINDEX FRIDAY on The Rural Roundup podcast is with Southland's Managing Partner, Neil McAra. Neil discusses the importance of clear succession planning in agribusiness to safeguard family relationships and protect the future ownership of assets. Neil also chats through his take on:-How farmers are managing costs and maintaining profits-Benefits of having an expert team to tap into-Hot topic of increasing labour costs-Currency depreciation and what farmers are looking at to provide a bit more certainty
2022-08-1812 min
Young Money New ZealandS1 E10. The Future of Financial Literacy | Nigel SmellieIn the final episode of the Young Money series, Emma sits down with Nigel Smellie to discuss what to expect when you move from completing your education to full-time work:- What are some important habits to remember as I move into the future? - How will my priorities change as I gain more financial independence and freedom? - Why is continuing my financial education so important? Young Money is the one stop reference for young Kiwi's seeking information on making money, spending money and planning for the future. Visit findex.co.nz...
2022-07-0316 minYoung Money New ZealandS1 E9. Uni debt & borrowing money | Brendan HearleIn this episode, Emma is joined by Brendan Hearle to discuss all things debt:- What are the different types of personal debt? - What are debt traps, and how do you look out for them? - What is a student loan, and how does it work? Young Money is the one stop reference for young Kiwi's seeking information on making money, spending money and planning for the future. Visit findex.co.nz/young-money to access the full library of resources. The information contained is of a general nature only and...
2022-06-2618 minYoung Money New ZealandS1 E8. Insurance Essentials | Alexandra PaulIn this episode, Emma is joined by Alexandra Paul to break down and explain insurance:- What is insurance? - What are the different types of insurance? - Why do I need insurance? Young Money is the one stop reference for young Kiwi's seeking information on making money, spending money and planning for the future. Visit findex.co.nz/young-money to access the full library of resources. The information contained is of a general nature only and does not take into account your objectives, financial situation or needs. You should consider...
2022-06-1910 minYoung Money New ZealandS1 E7. All Things Budgeting | Doug DavidsonIn this episode, Emma sits down with Doug Davidson to talk about the essentials of budgeting:- How do we track our expenses? - What are some common expenses to consider? - How do we start budgeting? Young Money is the one stop reference for young Kiwi's seeking information on making money, spending money and planning for the future. Visit findex.co.nz/young-money to access the full library of resources. The information contained is of a general nature only and does not take into account your objectives, financial situation or...
2022-06-1211 minYoung Money New ZealandS1 E6. Saving money: Tips, tricks & setting goals | Jovan Pavlicevic & Jamie JermainIn this episode, Emma is joined by Jovan Pavlicevic and Jamie Jermain from the SquareOne app, who gives us some hints on how to save money and why it’s so important to save:- Why is it important to save? - Why is a savings goal so vital? - How do we reach our goals? Young Money is the one stop reference for young Kiwi's seeking information on making money, spending money and planning for the future. Visit findex.co.nz/young-money to access the full library of resources. The in...
2022-06-0618 minYoung Money New ZealandS1 E5. What is Kiwisaver? | Craig SmithIn this episode, Emma is joined by Craig Smith to discuss the fundamentals of Kiwisaver:- What is Kiwisaver? - Who are where does the money come from? - Where can I check how much balance I have? Young Money is the one stop reference for young Kiwis seeking information on making money, spending money and planning for the future. Visit findex.co.nz/young-money to access the full library of resources. The information contained is of a general nature only and does not take into account your objectives, financial...
2022-05-2916 minYoung Money New ZealandS1 E4. Starting Casual Work | Jen RileyIn this episode, we are joined by Jen Riley from Outward Bound to help prepare you for entering casual work:- How will I get paid? - How much should you expect to get paid? - What are the things to remember on my first day? Young Money is the one stop reference for young Kiwi's seeking information on making money, spending money and planning for the future. Visit findex.co.nz/young-money to access the full library of resources. The information contained is of a general nature only and does...
2022-05-2314 minYoung Money New ZealandS1 E3. Tax Simplified | Alex DavidsonIn this episode, Emma is joined by Alex Davidson to discuss the fundamentals of tax:- What is tax? - Where do my taxes go? - How does tax impact me? Young Money is the one stop reference for young Kiwis seeking information on making money, spending money and planning for the future. Visit findex.co.nz/young-money to access the full library of resources. The information contained is of a general nature only and does not take into account your objectives, financial situation or needs. You should consider whether the...
2022-05-1617 minYoung Money New ZealandS1 E2. The Truth About 'Buy Now, Pay Later' | Michael LeeIn this episode, Michael Lee covers the topic of ‘buy-now, pay later’ services:- What is buy now, pay later? - How does it work? - What are the advantages and disadvantages? Young Money is the one stop reference for young Kiwis seeking information on making money, spending money and planning for the future. Visit findex.co.nz/young-money to access the full library of resources. The information contained is of a general nature only and does not take into account your objectives, financial situation or needs. You should consider whet...
2022-05-0910 minYoung Money New ZealandS1 E1. What is Financial Literacy? | Matt TodIn the first episode of Young Money, Emma Blom sits down with financial adviser Matt Tod to discuss all things financial literacy:- What is it? - Where does money come from?- And how do we make money?Matt is an authorised financial adviser at Findex. Matt has worked in the financial services industry for over 20 years. Matt always places his clients' interests first and follows a strict code of ethics in how he does business. He’s passionate about helping clients achieve their lifestyle and financial goals.Young Money is the on...
2022-04-2914 min
Young Money AustraliaS2 E9. Q&A with an inspiring guest | Rosemary ConnIn a special episode of Young Money, Sophie sits down with Rosemary Conn to hear her inspiring story. Rosemary is the inaugural CEO of Schools Plus, a national charity that helps children facing disadvantage succeed at school. She has worked closely with schools, corporations, and the community to bring about positive change in previous roles with Beacon Foundation, Good2Give Australia, and Deloitte. Young Money is the one stop reference for young Aussies seeking information on making money, spending money and planning for the future. Visit findex.com.au/young-money to access the full...
2022-03-2824 minYoung Money AustraliaS2 E8. Tips and tricks for working from home | Farai MasiyakurimaIn this episode, Sophie is joined by Farai Masiyakurima to discuss all things related to working from home and working life post-COVID. - How do you stay motivated when working from home? - How do you maintain social interactions with your colleagues? - How do you stay disciplined when working from home? Farai is a Zimbabwean based in regional New South Wales. She is currently working as an external auditor in the audit and assurance division of Findex. In her free time, Farai loves indulging herself in a bit of visual art and playing volleyball.
2022-03-2023 minYoung Money AustraliaS2 E7. Managing a side-hustle | Rachel ClarkeIn this episode, Sophie is joined by Rachel Clarke to break down what to expect when venturing into a side-hustle. - How do you run a side business with other commitments? - What are the risks to starting up a side-hustle? - How do you grow your side business? Rachel has worked in both private and public practice across Sydney, the North Central Coast, and the Central West. During her almost 20-year career she has worked closely with small business owners in the Department of Infrastructure and Regional Development as well as with major sporting...
2022-03-1524 minYoung Money AustraliaS2 E6. Job interview tips | Shaunagh MuirIn this episode, Sophie is joined by Shaunagh Muir, who gives us some hints on how to get through a job interview. - How do you prepare for an interview? - What are some common questions that you might be asked? - How do you ask about salary or wage expectations? Shaunagh studied a Bachelor of Business majoring in Human Resource Management at QUT, graduating in November 2016. Shaunagh’s first professional role out of uni was in the Talent Acquisition team at Findex where she worked across a diverse portfolio of end-to-end recruitment. Yo...
2022-03-0718 minYoung Money AustraliaS2 E5. Buying a house | Sam BatsonIn this episode, Sophie is joined by Sam Batson to debunk some of the myths around buying a house. - What are mortgages and how do they work? - How does an auction work? - How does it compare to renting? Sam is a broker based in Warragul, after starting off as an accountant. He has completed a Bachelor of Business and a diploma of mortgage broking. Young Money is the one stop reference for young Aussies seeking information on making money, spending money and planning for the future. Visit findex...
2022-02-2819 minYoung Money AustraliaS2 E4. What is micro-investing? | Jessica BrizuelaIn this episode, we are joined by Jessica Brizuela to help us understand micro-investing. - What is micro-investing? - How does it actually work? - What are the pros and cons of micro-investing? Jessica is a certified financial planner who has been working in the financial services industry for over a decade. Jessica believes in understanding each of her client’s unique goals and developing long-term relationships with them. She has experience in advising both retirees and wealth accumulators including executives, small business owners and high net-worth individuals. Young Money is the one st...
2022-02-2015 minYoung Money AustraliaS2 E3. Moving out of home for the first time | Ben BlanchIn this episode, Sophie is joined by Ben Blanch to discuss what to expect when you move out for the first time. - What do you need to consider before you leave? - What should you be looking out for at a house inspection? - What is a bond and how does it work? Ben is a current student at the ANU and works in Canberra doing learning support. He made the move to Canberra from Orange in 2019 and is a recipient of a scholarship from the Country Education Foundation. After moving out of home...
2022-02-1324 minYoung Money AustraliaS2 E2. Avoiding Scams: Red flags to look out for | Kate BrowneIn this episode, Kate Browne covers the topic of scams in 2022, and how to avoid them. - How prevalent are scams today? - What are the biggest red flags to watch out for? - What do I do if I think I’ve been scammed? Kate is Finder’s editor-at-large and media spokesperson. Kate has over a decade of experience in the media as a consumer affairs journalist and broadcaster. She worked as an investigative journalist and lifestyle editor at CHOICE and has written for dozens of national publications. You might also recognise her as one...
2022-02-0723 minYoung Money AustraliaS2 E1. What is Crypto-Currency? | Nicolas D’EmdenIn this episode of Young Money, Sophie sits down with Nicolas D’Emden to discuss all things crypto currency. - What is it? - Where does it get its value? - What are the risks involved? Nic joined Findex in 2015 after spending nine years with an ASX listed financial advisory firm in Launceston. He holds the internationally recognised certified financial planner practitioner qualification – the highest certification for financial advisers in the profession. Nic is also a life risk specialist, and specialises in superannuation, investment portfolio and advice and direct equities. Young Money is the...
2022-01-3127 min
Voice of Findex45. Individuals & SMEs | NZ controversial property tax changesAfter much anticipation, proposed legislation has been released on the controversial property tax changes which were first announced on March 23 2021 in New Zealand. Join our expert panel led by Tax Advisory Partners Daniel Gibbons and Ryan Watt as they discuss the practical implications of: - How the interest deductibility rules will apply in practice.- What properties will be affected by the loss of interest deduction and when.- What exemptions will apply, including what is a “new build”.- How the new 5-year brightline test will apply.- How the brightline roll-over rule...
2021-10-1456 minVoice of Findex44. Individuals | Controversial property tax changes - interest deductibility and new build updateFollowing on from March 23 property tax changes in New Zealand, the IRD has recently released their consultation documentation on how the design of the interest deductibility limitation rule might apply and some proposed changes to the bright-line rules. This session is hosted by Tax Advisory Partners, Daniel Gibbons and Ryan Watt. What will be covered:Interest Deductibility:- An overview of how the limitation on interest deductibility is proposed to apply- Outline who would be subject to the limitation, including what kind of properties and entities- How the “developer” and “new build”...
2021-07-291h 00Voice of Findex43. SMEs | New Zealand Rural XcelerateIn this episode, Findex Accounting & Business Advisory Partner, Colin Tasker, will take us through the Emissions Trading Scheme and financial and tax impacts in New Zealand. Colin is joined by Madeline Hall, Environmental Policy Analyst from Beef + Lamb New Zealand who will be presenting on the current environmental policy context that the Emissions Trading Scheme sits within.For more information please visit the Findex New Zealand website: www.findex.co.nz
2021-07-2053 minVoice of Findex42. NZ Trust Law | The Final CountdownThe new Trust legislation came into effect in New Zealand in January 2021. This signalled the first major change in Trust Law since 1956. The new act lifts the expectations on trustees. It also puts the emphasis on the role and responsibility to look after the interests of the beneficiaries. With deadlines for action, this is an important update for all trustees. This session is hosted by Paul Moodie, Senior Partner in Performance Consulting, and Daniel Gibbons, Partner in Tax Advisory. What will be covered:- What hasn't changed: mandatory duties, timelines, and responsibility to contact beneficiaries...
2021-07-1558 minYoung Money AustraliaS1 E10. Financial literacy for the future | Matt GamesIn the final episode of the Young Money series, Sophie sits down with Matt Games to discuss what to expect when you move from completing your education to full-time work:- What are some important habits to remember as I move into the future? - How will my priorities change as I gain more financial independence and freedom? - Why is continuing my financial education so important? Matt Games is the Chair of the Board of the Findex Community Fund and Findex’s Chief Financial Officer. Young Money is the one stop reference fo...
2021-07-1222 minYoung Money AustraliaS1 E9. Uni debt & borrowing money | Jessica Pelham-Webb & Nicole WrightIn this episode, Sophie is joined by Jessica Pelham-Webb and Nicole Wright to discuss all things debt:- What are the different types of personal debt? - What are debt traps, and how do you look out for them? - What is a student loan, and how does it work? Jessica has worked in the financial services industry for nearly twenty years, and holds a Bachelor of Business (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning). Jessica has extensive experience in superannuation, investments and several other areas of financial planning including lending.
2021-07-1215 minYoung Money AustraliaS1 E8. Insurance essentials | Paul MilbourneIn this episode, Sophie is joined by Paul Milbourne to break down and explain insurance:- What is insurance? - What are the different types of insurance? - Why do I need insurance? Paul has over 18 years' experience in the financial services industry, and his clients include a variety of professionals including accountants, business owners, lawyers, medical professionals and executives. Young Money is the one stop reference for young Aussies seeking information on making money, spending money and planning for the future. Visit findex.com.au/young-money to access the full...
2021-07-1218 min
Your Story is Our Business7. Kim Morton and Susan McNarn | Hawksbury Community Living TrustWhen CEO Kim Morton needed to navigate the complexity in her organisation’s story, Findex helped her do it. In this episode, Kim Morton and Susan McNarn of the Hawksbury Community Living Trust, along with Crowe Australasia Audit Senior Manager Matt Dent, share their experiences, including: - What differentiates businesses within the health industry - Operating a people-first business - Growth strategy for the Hawksbury Community Living Trust Hawksbury Community Living Trust provides community residential support services to assist adults with intellectual disabilities to live in their community. With houses in Christchurch and Du...
2021-07-0752 minYour Story is Our Business8. Matt Dent | Hawksbury Community Living TrustIn this episode, our host and Audit Senior Manager Matt Dent reflect upon the discussion from episode 5. Matt discusses what makes Hawksbury special and the passion so clearly demonstrated from Kim and Susan. He also delves further into how a Trust operates and why it is so beneficial and effective for an organisation like Hawksbury Community Living Trust. The information contained is of a general nature only and does not take into account your objectives, financial situation or needs. You should consider whether the information is suitable for you and your personal circumstances. Before you make...
2021-07-0713 minYour Story is Our Business5. Ross and Dimity Thompson | Millah Murrah Angus StudWhen Ross and Dimity needed to write the next chapter in Millah Murrah Angus Stud’s story, Findex helped them do it. Millah Murrah Angus is a seedstock beef cattle organisation near Bathurst in Central West New South Wales. Their mission is to produce leading genetics for the commercial beef industry in harmony with sympathetic land use practices. In this episode of Your story is our business, our host and Wealth Management Partner, Daniel Roberts, discuss: - The Millah Murrah annual bull sale - Environment sustainability and regenerative farming - Ongoing business improvements - Gr...
2021-07-071h 03Your Story is Our Business6. Daniel Roberts | Millah Murrah Angus StudOur host and Findex Wealth Management Partner, Daniel Roberts reflect on the discussion with the co-owners of Millah Murrah Angus Stud. Including how farmers can forward plan to prepare for uncontrollable variables and what issues and sensitivities can arise during the success planning process. The information contained is of a general nature only and does not take into account your objectives, financial situation or needs. You should consider whether the information is suitable for you and your personal circumstances. Before you make any decisions in relation to a financial product, you should obtain and read the relevant Product...
2021-07-0711 minYour Story is Our Business4. Jarod Chisholm | BISON GroupIn episode 3 of Your story is our business, we were joined by CEO of BISON Group in Dunedin, Greg Fahey. In this episode, Findex Tax Advisory Senior Partner Jarod Chisholm reflects with our host on the start-up scene in Dunedin and wider New Zealand and what makes it a special location for entrepreneurs? They also discuss how to continue growth and develop and what it takes to start a successful business. The information contained is of a general nature only and does not take into account your objectives, financial situation or needs. You should consider whether...
2021-07-0721 minYour Story is Our Business3. Greg Fahey | BISON GroupWhen Greg and Mark needed to write the next chapter in BISON Group’s story, Findex helped them do it. BISON Group Limited is a New Zealand-based technology company established in 2015 by the Fahey brothers. BISON was one of the few companies globally with a tailor-made solution to validate the verified gross mass (VGM) requirements under the new Safety of Life at Sea (SOLAS) regulations developed in 2016. Since then, the company has grown rapidly – with customers in 60 countries globally – through providing a range of hardware and software solutions that empower shippers to lift and weigh containers – anywhere, anytime, at lower...
2021-07-0753 minYour Story is Our Business2. Chris Richardson | Aussie Broadband*Episode note: since the recording of this interview in May 2020, Aussie Broadband has successfully listed on the Australian Stock Exchange with the assistance of Findex, and currently enjoys a market capitalisation of $713 million (as of 26 August 2021).* In this episode Findex Business Advisory Partner Chris Richardson joins our host to reflect on our last episode with Aussie Broadband’s Managing Director, Phil Britt. Chris reflects on the tumultuous year of 2020, and some of the major challenges businesses faced throughout 2020. Chris also discussed the opportunities that came about for Aussie Broadband from the sudden shift of working from ho...
2021-07-0709 minYour Story is Our Business1. Phil Britt | Aussie Broadband*Episode note: since the recording of this interview in May 2020, Aussie Broadband has successfully listed on the Australian Stock Exchange with the assistance of Findex, and currently enjoys a market capitalisation of $713 million (as of 26 August 2021).* When Phil needed to write the next chapter in Aussie Broadband’s story, Findex helped him do it. Aussie Broadband was founded in 2003 and is now the fifth largest Internet Service Provider (ISP) in the country, providing award-winning and Australian-run NBN to businesses and private individuals. Under the mantra ‘we change the game’, Aussie Broadband employs a refreshing approach to market...
2021-07-0744 minYoung Money AustraliaS1 E6. Saving money: Tips, tricks & setting goals | Nicole Pedersen-McKinnonIn this episode, Sophie is joined by Nicole Pedersen-McKinnon, who gives us some hints on how to save money and why it’s so important to save:- Why is it important to save? - Why is a savings goal so vital? - How do we reach our goals? Nicole is a well-known financial literacy campaigner, having appeared on a number of programs including Sunrise, The Morning Show, Daily Edition, 7 News and The Project. She is an ambassador for ASIC’s money smart, and she also spends time educating high school students through her ‘S.M.A.R...
2021-07-0513 minYoung Money AustraliaS1 E7. All things budgeting | Nicole Pedersen-McKinnonIn this episode, Nicole Pedersen-McKinnon returns to talk to Sophie about the essentials of budgeting:- How do we track our expenses? - What are some common expenses to consider? - How do we start budgeting? Nicole is a well-known financial literacy campaigner, having appeared on a number of programs including Sunrise, The Morning Show, Daily Edition, 7 News and The Project. She is an ambassador for ASIC’s money smart, and she also spends time educating high school students through her ‘S.M.A.R.T. Money Start’ program. Young Money is the one st...
2021-07-0511 min
Your Story is Our BusinessSeries trailerYour Story is Our Business tells the stories behind some of Australia and New Zealand's most successful and entrepreneurial small and medium sized businesses. We interview the people behind these companies, and in their own words move through the key pillars of the organisational lifecycle that have come to define where they’ve come from, what they are today, and where they hope to go in the future. Your Story is Our Business is presented by Findex. For more information, please visit the Findex website: www.findex.com.au/your-story-is-our-businessThe information contained is of a ge...
2021-07-0501 minYoung Money AustraliaS1 E4. Starting casual work | Sophie AddertonIn this episode, we are joined by Sophie Adderton from the Beacon Foundation to help prepare you for entering casual work:- How will I get paid? - What is a Tax File number declaration form? - What are the things to remember on my first day? Sophie Adderton is Delivery Manager at the Beacon Foundation. Sophie has a background in psychology and is passionate about helping young people to identify and achieve their goals. The Beacon Foundation is an organisation supporting young people to successfully transition from education to employment. To learn...
2021-06-2811 minYoung Money AustraliaS1 E5. What is Superannuation? | Sally McPhersonIn this episode, Sophie is joined by Sally McPherson to discuss the fundamentals of Superannuation:- What is Superannuation? - Who are beneficiaries? - Where can I check how much Super I have? Sally has been working in the financial services industry for over 13 years. Based in Albury, Sally takes care of clients across regional and metro NSW assisting them to manage their own self-managed super funds. Young Money is the one stop reference for young Aussies seeking information on making money, spending money and planning for the future. Visit...
2021-06-2813 minYoung Money AustraliaS1 E3. Tax simplified | Pip ConnIn this episode, Sophie is joined by Pip Conn to discuss the fundamentals of tax:- What is tax? - Where do my taxes go? - How does tax impact me? Pip is a business adviser and practices in the accounting and tax advisory space with a speciality in agriculture, health and retail trade. Young Money is the one stop reference for young Aussies seeking information on making money, spending money and planning for the future. Visit findex.com.au/young-money to access the full library of resources. The...
2021-06-2112 minYoung Money AustraliaS1 E2. The truth about ‘buy-now, pay later’ | Alex KerryIn this episode, Alex Kerry covers the topic of ‘buy-now, pay later’ services:- What is buy now, pay later? - How does it work? - What are the advantages and disadvantages? Alex is a financial adviser, based in Albury-Wodonga. She has experience in a number of different areas of financial services and works with local groups to deliver educational financial seminars to young people in her local community. Young Money is the one stop reference for young Aussies seeking information on making money, spending money and planning for the future.
2021-06-2111 minYoung Money AustraliaS1 E1. What is financial literacy? | Aleks NikolicIn this episode of Young Money, Sophie sits down with Aleks Nikolic from @BrokeGirlWealth to discuss all things financial literacy:- What is it? - Where does money come from? - And how do we make money? Aleks uses her platform to educate her followers on the ins-and-outs of investing, and how to take control of their money in a way that is relevant and accessible. Look for @BrokeGirlWealth on Instagram and Tik Tok. Young Money is the one stop reference for young Aussies seeking information on making money, spending money and planning...
2021-06-2118 minYoung Money AustraliaSeries trailerYoung Money explores essential skills around common money experiences and helps empower young people to take control of their finances. Our host Sophie Gay and a variety of guests cover a range of financial topics impacting the day-to-day lives of Gen Z including: budgeting, buy-now pay-later, taxes and superannuation, and aims to lessen the financial knowledge gap for young people.Listen and subscribe now on your favourite streaming platform.Visit findex.com.au/young-money to access the full library of resources. Brought to you by the Findex Community Fund. The...
2021-06-1701 minVoice of Findex39. Australian Financial Reporting and Tax Updates 2021Our Crowe Australasia team of experts led by Accounting & Advisory Partner Mark Seddon, Senior Tax Partner Phil London and National Tax Director Roelof van der Merwe share insights on current and future financial reporting and tax trends. For more information, please visit:Findex Australia: www.findex.com.auCrowe Australasia: www.crowe.com/au
2021-06-101h 07Voice of Findex38. Economic analysis | New Zealand Government Budget 2021After one of the most turbulent periods in our economic history, all eyes are on this year’s New Zealand Government Budget, which will be announced on Thursday 20 May by Finance Minister Grant Robertson.To assist our clients to unpack these announcements, Findex Managing Partner Jeremy Curragh is joined by Kiwibank Economist Jarrod Kerr, Findex Wealth Adviser Matt Tod and Findex Tax Partner Daniel Gibbons to share their insights on the potential impacts of the 2021 Government Budget on the New Zealand economy.We will analyse the critical issues and dissect the important announcements, including:- Th...
2021-05-2558 minVoice of Findex37. Individuals & SMEs | GST for education 2021Join us for our GST for Education 2021 podcast. Crowe Australasia Audit Partner Wicus Wessels and Findex Tax Advisory Partner Mark Reynolds will ensure you are informed on the recent developments and provide an in-depth analysis of the GST issues applicable to schools. Our Findex GST team will take you through:- Recent GST changes- Recap on GST and education supplies - Benefits of using GST charity provisionsFor more information, please visit the Findex Australia website: www.findex.com.au
2021-05-201h 01Voice of Findex36. Economic analysis | Australian Federal Budget 2021-22After one of the most turbulent periods in our economic history, all eyes are on this year’s Australian Federal Budget, handed down by Treasurer Josh Frydenberg on Tuesday 11 May 2021.Findex Chief Investment Officer Kieran Canavan is joined by Findex economic expert Stephen Koukoulas to share their insights on the potential impacts of the 2021-22 Federal Budget on the Australian economy, including:- Treasury economic forecasts - The outlook for unemployment- The budget deficit and returning to surplus- Government’s plans for stimulus and reform- Superannuation changes- Live...
2021-05-1355 minVoice of Findex35. Individuals | Controversial tax changes - does residential property still make dollars & sense?Findex New Zealand Tax Advisory Partners Daniel Gibbons and Ryan Watt, and Wealth Partner Craig Smith, present our webinar 'Controversial tax changes - does residential property still make dollars and sense?' They'll discuss the recent controversial tax changes announced by the NZ government that took effect on 27 March 2021. Given the extension to the Bright-line rule to 10 years and the removal of interest deductibility from residential rental income, many residential property owners are left wondering what their options are. For more information please visit our websites:Findex NZ - www.findex.co.nzCrowe...
2021-04-131h 15Voice of Findex34. Individuals & SMEs | New Zealand Xcelerate tax updateJoin us for our NZ tax update with our tax expert Jarod Chisholm who will discuss the key issues surrounding the end of financial year (EOFY) income tax and GST. Both income tax and GST have various actions and adjustments that are required on or by 31 March 2021. What will be covered?- Writing off bad debts- Treatment of prepayments- Accrued employee entitlements- Provisional tax considerations- Dividends and imputation credits accounts- GST adjustments for assets used for both business and privately - Q & AFor...
2021-03-281h 03Voice of Findex33. SMEs & Corporates | Fringe Benefit Tax updateAre you prepared for your 2021 Fringe Benefit Tax (FBT) return? Do you want to learn more about the current COVID 19 landscape and how it directly affects your business?Hosted by Tax Advisory Partner Anthony Patrk and Associate Partner Chris Heyes, this webinar will help ensure you are up to date with the latest developments (including any COVID 19 considerations) to assist you in preparing your 2021 return.The team will take you through:- Recent developments in the FBT provisions- ATO FBT focus areas- Measures to consider implementing to minimise your FBT liability...
2021-03-2555 minVoice of Findex32. Individuals | Capital gains tax on property, does it exist?While the government has ruled out introducing a “Capital Gains Tax” in New Zealand it is still common for every day “capital gains” to be subject to tax (Capital Gains Tax by stealth you might say).In this webinar hosted by Tax Advisory Partners Daniel Gibbons and Ryan Watt we will go through common situations that you may find yourself in, and how these can be inadvertently taxed. We will cover:- The Bright-line Rule – what is it and how does it apply? Can I still be taxed if my situation changes?- Small subdivisions – if I subdivide...
2021-03-211h 03Voice of Findex31. SMEs & corporates | R&D tax incentivesPresented by our R&D tax specialists Naida Beltrame and Emily Chase, this webinar will help you understand and prepare your 2020 R&D tax incentive application. Topics covered include: - Program benefits- Key eligibility requirements- Tips and strategies for substantiating your claim- Current compliance environmentFor more information please visit the Findex Australia website: www.findex.com.au
2021-03-1553 minVoice of Findex30. Individuals | Property investment through your SMSFPresented by the Findex Self-Managed Superannuation Fund (SMSF) team, this episode will help you to understand the potential benefits of property investment through your SMSF and key considerations including:- Business Real Property- Lending considerations- Legislative considerationsFor more information, please visit the Findex Australia website: http://www.findex.com.au
2020-11-2328 minVoice of Findex29. Individuals & SMEs | New Zealand Xcelerate tax updateNew Zealand tax update for November 2020 with our tax experts Stephen Richards & Jarod Chisholm. What will be covered?- New 39% tax rate- Things to think about- Potential avoidance measure to buttress the new high rate and how these may affect those earning less than $NZ180,000- IRD audit activity- Tax treatment of buying and selling crypto-assets- Upcoming tax changes- Q & AFor more information, please visit the Findex New Zealand website: http://www.findex.co.nz
2020-11-171h 05Voice of Findex28. All | New Zealand post-election analysisOur panel of experts discuss the potential outcomes and results of the 2020 New Zealand general election held on Saturday 17 October, 2020. They cover the economy, investments, employment law and tax legislation.For more information, please visit the Findex New Zealand website: http://www.findex.co.nz
2020-10-2258 minVoice of Findex27. Individuals | New Zealand trust law updateThe 'NZ trust law update' webinar is hosted by Findex Tax Advisory Partner Daniel Gibbons and Consulting Senior Partner Paul Moodie. In this webinar they cover:- Highlight the trust law changes - Outline the responsibilities for trustees going forward- Key decision considerations when assessing to retain a trust- An overview of the key tax considerations when amending or winding up a trust, including the tax considerations for beneficiariesFor more information please visit the Findex NZ website: http://www.findex.co.nz
2020-10-131h 12
Voice of Findex26. Federal budget 2020-21 | Panel discussionListen to Findex's panel discussion 'From surplus to stability' on the 2020-21 Australian federal budget reviewing and analysing the budget announcement, and the implications it has for private individuals and households, small and medium sized businesses and large enterprises. Spokespeople involved:- Stephen Koukoulas (Australian economist)- Mark Azzopardi (Managing Partner, Tax Advisory)- Sarah Eltakchi (Associate Partner, Accounting & Business Advisory)- Ross Patane (Senior Partner, Corporate Finance)For more information, please visit the Findex Australia website:http://www.findex.com.au
2020-10-0900 minVoice of Findex25. Federal budget 2020-21 | AnalysisAustralian economist Stephen Koukoulas and Findex Chief Investment Officer Kieran Canavan discuss the effects that the 2020-21 federal budget will have on the Australian economy and the forecast for recovery.
2020-10-0900 minVoice of FindexSeries prologue | Voice of FindexIn this series, we’ll be covering the width and breadth of integrated financial and advisory issues affecting Australian and New Zealand businesses and the individuals within them. The content will be blend of original podcast and simulcast webinar productions, featuring subject matter experts from Findex, Crowe Australasia and the broader marketplace to help you understand and implement ongoing improvements to your professional and personal circumstances. Whether it’s understanding end-of-year tax, building a wealth portfolio, Business Continuity Planning or protecting against factors beyond your control, Voice of Findex is the ideal accompaniment to providing uniquely tailored, integrated solu...
2020-10-0501 minVoice of Findex24. Individuals & SMEs | New Zealand Xcelerate tax updateThis webinar is presented by Findex Tax Advisory Partner Greg Neill for local professionals, and is intended to provide a brief update on topical New Zealand tax issues, and the latest IRD views and publications.
2020-09-2148 minVoice of Findex23. SMEs | New Zealand employment law and agribusiness updateFindex and Copeland Ashcroft Law discuss topical employee accommodation and employment law issues being faced in New Zealand.For more information please visit the Insights section of the Findex New Zealand website: https://www.findex.co.nz/insights/article/agribusiness-webinar-employee-accommodation-and-employment-law
2020-09-1454 minVoice of Findex22. Individuals & SMEs | New Zealand Xcelerate tax updateWatch our latest New Zealand tax update webinar with our Findex tax experts Stephen Richards & Jarod Chisholm. What will be covered? Hear about the latest changes to NZ taxation and the issues that have arisen from the government's COVID–19 support package including:- Provisional tax payments for 2021- Wage subsidy audits (COVID-19)- COVID-19 wrap up of ongoing tax issues- GST and Airbnb- Changes to the taxation of land rulesFor more information please visit the Insights section of the Findex New Zealand website: https://www.findex.co.nz/in...
2020-08-281h 03Voice of Findex21. SMEs | Preparing your business for the Fourth Industrial RevolutionIn this COVID-19 webinar, we'll analyse changes to the adoption of technology, consumer behaviour and habits that have been drastically accelerated by the coronavirus pandemic, help business owners understand that standing still is not an option if they want to survive this period and provide solutions to adapt and respond accordingly in order to succeed. Our four subject matter experts in the webinar are Stephen Koukoulas - Economist, Jane Betts - Findex Chief People Officer, Thomas Paule - Findex Chief Digital, Technology and Marketing Officer, and Jeremy Curragh - Findex Managing Partner for Consulting.For more...
2020-08-2446 minVoice of Findex20. COVID-19 | Australian economic update with Stephen KoukoulasOne of Australia's leading economic thinkers Stephen Koukoulas joins Findex Partner Matthew Parrella for a discussion on the broader impact to the Australian economy of Victoria's second wave of COVID-19 cases and restrictions.
2020-08-1454 minVoice of Findex19. Individuals | Why an SMSF? 16 factors to considerFindex SMSF Senior Partner Kathy Evans and Business Advisory Partner Pip Conn come together for the 'Why an SMSF? 16 factors to consider' webinar discussing the benefits of a Self-Managed Superannuation Fund, and the overarching factors you should be aware of when deciding if it’s the right thing for you and your financial circumstance. For more information please visit the Findex Australia website: http://www.findex.com.au
2020-08-0920 minVoice of Findex18. Individuals | Estate planning for superannuation and SMSFsFindex SMSF Senior Partner Kathy Evans, Tax Advisory Partner Marcus Davis and Wealth Management Managing Partner Jonathan Scholes are co-hosts in a webinar focusing on estate planning for superannuation and SMSFs; to understand what happens to your super when you die. For more information please visit the Findex Australia website: http://www.findex.com.au
2020-07-1417 minVoice of Findex17. Individuals | Understanding property investment through SMSFsFindex SMSF Senior Partner Kathy Evans and Tax Advisory Partner Marcus Davis collaborate in a new webinar to understand property investment through Self Managed Superannuation Funds. For more information please visit the Findex Australia website: http://www.findex.com.au
2020-07-1419 minVoice of Findex16. SMEs | New Zealand retail e-commerce solutionsLearn more about recent developments in online shopping and e-commerce solutions. The Findex NZ Business Advisory team - Nigel Smellie (Associate Partner), Michael Alexander (Senior Manager) and Melissa Berkers (Software Consultant) - have done the research to create some comprehensive digital packages using leading technology platforms.For more information please contact your Findex adviser or visit our website: www.findex.com.au
2020-07-1434 minVoice of Findex15. COVID-19 | The road back from COVID-19In this webinar, we'll aim to understand how the coronavirus pandemic has impacted our perception of the workplace, what the ‘new normal’ looks like for SMEs, planning to navigate the post-COVID economic downturn, and the challenges and opportunities it presents to organisations in Australia and New Zealand. Our four subject matter experts in the webinar are Jeff Broughton – Senior Manager in Consulting, Behrang ZadJabarri - Lead Data Scientist, Michelle Malcolm – Partner in Business Advisory, and Eddy Moh – Associate Partner in Consulting.For more information please visit the Insights section of the Findex Australia and New Zealand websites:
2020-07-1439 minVoice of Findex14. COVID-19 | New Zealand investment property tax updateThe economic impact of COVID-19 has been significant with New Zealand property investors experiencing reduced property rentals and vacancies. Recent changes in legislation will affect property owners so it is essential to understand these implications and integrate them into the overall investment and ownership strategy. In this webinar, Tax Advisory Associate Partner Daniel Gibbons will discuss the property tax issues arising from COVID-19 relevant to investors and owners of New Zealand property including residential landlords, short-term accommodation owners/providers, and commercial landlords.For more information please visit the Findex New Zealand website: www.findex.co.nz
2020-07-071h 01Voice of Findex13. COVID-19 | Post-COVID: how best to deal with your lendersIn this webinar, our Debt Advisory team will provide an insight into the current financial landscape, the importance of understanding the cashflows of your business, and how best to prepare for a post COVID-19 environment - particularly when dealing with your bank.Presenters include Findex Managing Partner for Consulting Jeremy Curragh, Partner in Corporate Finance Tony Krohn, Partner in Corporate Finance Chris Dorn and Associate Partner in Lending & Finance Brendan Hearle. Topics to be discussed:- The current state of play and the impact of COVID-19- COVID-19 from a bank’s perspective: to lend or no...
2020-07-0140 minVoice of Findex12. COVID-19 | The walking dead: identifying and dealing with a zombie businessFindex New Zealand Managing Partner Scott Mason (Tax Advisory), Partner Craig Macalister (Tax Advisory) and Managing Partner Jeremy Curragh (Consulting) come together for a webinar discussing how to identify and deal with zombie businesses; particularly important to acknowledge during COVID-19.For more information please head to our Findex New Zealand website: www.findex.co.nz
2020-06-2930 minVoice of Findex11. COVID-19 | Keeping on top of your KiwisaverFindex NZ Wealth Management experts David van Schaardenburg and Craig Smith discuss how to keep on top of your KiwiSaver in stressful times. They will cover topics such as:- COVID-19’s effect on the financial markets- KiwiSaver success strategies- KiwiSaver in a longer term contextFor more information please visit the following websites: Findex New Zealand - www.findex.co.nzCOVID-19 Resource Centre - http://insights.findex.co.nz/covid19/
2020-06-1753 minVoice of Findex10. COVID-19 | Is your business financially equipped post COVID-19?On Tuesday 2nd June, Partner Tony Krohn and Associate Partner Anthony Bell of the Findex Debt Advisory team presented a webinar on how to prepare your business financially with funding assistance from the banks post COVID-19. The presentation highlighted:- The banks’ perspective;- Risk factors still on the horizon;- Understanding and acknowledging stress factors in cashflows;- How best to approach your bankFor more information please head to the Funding Support for Business campaign page: http://insights.findex.com.au/covid19-funding/
2020-06-0332 minVoice of Findex9. COVID-19 | New Zealand economic updateFindex Consulting Managing Partner Jeremy Curragh hosts our latest COVID-19 webinar providing New Zealand economic update presented by Chief Economist Jarrod Kerr, Kiwibank.Jarrod will bring us through the current climate and what may occur in the coming months with a focus on:1. COVID-19 Overview – Curve flattening, government response, how did we get to this position and a comparison with previous pandemics e.g. SARS.2. Economic impact – Consequences and recovery.3. Market outlook – Speed of recovery / ease of restrictions.For more information please visit out COVID-19 Resource Centre: insights.findex.co.nz/covid19
2020-05-2857 minVoice of Findex8. COVID-19 | A refresh on stimulus measures affecting superannuation and SMSFsA special Findex COVID-19 webinar featuring SMSF Senior Partner Kathy Evans to provide a refresh on stimulus measures affecting superannuation and Self Managed Superannuation Funds. For more information please visit the COVID-19 Resource Centre: http://insights.findex.com.au/covid19And the Findex Australia website: http://www.findex.com.au
2020-05-2111 minVoice of Findex7. COVID-19 | New Zealand Xcelerate tax updateTax Advisory Senior Partner Jarod Chisholm and Technical Director Stephen Richards provide the latest on potential tax issues and other considerations that arise from the New Zealand government’s COVID-19 support package, including:- Wage subsidy- Recent tax changes- Managing tax payments- Audience Q&AFor more information please visit our COVID-19 Resource Centre: insights.findex.co.nz/covid19
2020-05-0557 minVoice of Findex6. COVID-19 | New Zealand economic updateOn Wednesday 22 April 2020, Findex Managing Partner Jeremy Curragh and Kiwibank Chief Economist Jarrod Kerr presented our COVID-19 economic update webinar to New Zealand clients.For more information please visit out COVID-19 Resource Centre: insights.findex.co.nz/covid19
2020-04-2454 minVoice of Findex5. COVID-19 | Australian economic updateOn Wednesday 22 April 2020, Findex Managing Partner Jim Softsis and Betashares Chief Economist David Bassanese presented a COVID-19 economic update webinar to Australian clients.For more information please visit out COVID-19 Resource Centre: insights.findex.com.au/covid19
2020-04-2458 minVoice of Findex4. COVID-19 | JobKeeper wage subsidy schemeFindex & Crowe's COVID-19 webinar discussing the Australian JobKeeper wage subsidy scheme; including a full overview of the measures, and an understanding of the eligibility criteria for employers and employees. The webinar features three subject matter experts in the Tax Advisory space:- Roelof van der Merwe (National Tax Director)- Trevor Pascall (Senior Partner)- Chris Heyes (Associate Partner)For more information please visit our Australian COVID-19 Resource Centre: insights.findex.com.au/covid19
2020-04-2339 minVoice of Findex3. COVID-19 | Impacts and opportunities for New Zealand businesses, individuals & householdsFindex & Crowe's COVID-19 webinar for New Zealand businesses, individuals & households; providing an in-depth discussion on the impact and opportunities through the Coronavirus pandemic.The webinar features four subject matter experts:- Michelle Malcolm (Partner, Business Advisory)- Stephen Richards (Technical Director, Tax Advisory)- Paul Moodie (Senior Partner, Performance Consulting)- David van Schaardenburg (Senior Partner, Wealth Management)For more information please visit our New Zealand COVID-19 Resource Centre: insights.findex.co.nz/covid19
2020-04-0928 minVoice of Findex2. COVID-19 | Impacts and opportunities for Australian individuals & householdsFindex & Crowe's COVID-19 webinar for Australian individuals & households; providing an in-depth discussion on the impact and opportunities for people through the Coronavirus pandemic.The webinar features three subject matter experts:- Leon Caulfield (Associate Partner, Business Advisory)- Kathy Evans (Senior Partner, SMSF)- Jonathan Scholes (Managing Partner, Wealth Management)For more information please visit our Australian COVID-19 Resource Centre: insights.findex.com.au/covid19
2020-04-0138 minVoice of Findex1. COVID-19 | Impacts and opportunities for Australian SMEsFindex & Crowe's COVID-19 webinar for Australian SMEs; providing an in-depth discussion on the impact and opportunities for small and medium-sized businesses through the Coronavirus pandemic.The webinar features three subject matter experts:- Jacqueline Carmont (Partner, Business Advisory)- John Baillie (Senior Partner, Tax Advisory)- Tony Krohn (Partner, Corporate Finance)For more information please visit our Australian COVID-19 Resource Centre: insights.findex.com.au/covid19
2020-03-2724 min