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Getting profit out of your trading entity isn’t as simple as it seems—and doing it wrong could cost you. In this strategy-focused episode, Stuart and Mena dive into how to distribute profits in a way that aligns with your financial goals and keeps your tax bill as low as legally possible.

They explore thresholds for personal income when to use corporate beneficiaries or trusts, navigating Division 293, and avoiding Div 7A traps. Whether you need cash now or want to retain profits for future use, this episode equips you with the strategic insight to make the smartest move.

If this episode resonated with you, please leave a rating on your favourite podcast platform. It helps us reach more incredible listeners like you. Thank you for being a part of the journey!

Click here to subscribe to our weekly email.

SPECIAL OFFER: Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog here.

Work with Mena & Stuart's team: At ProSolution Private Clients we encourage clients to adopt a holistic and evidence-based approach when making financial decisions. Visit our website.

Follow us: Stuart: Twitter/X and LinkedIn. Mena: LinkedIn

IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.

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An accountant’s job is more than ticking boxes—it’s about taking a 360° view of your finances. In this episode, Stuart and Mena outline what a true financial health check should include when your accountant prepares your year-end tax work.

They cover business health ratios, structural reviews, profit distribution planning, personal asset and liability audits, and key insurance and investment considerations. Whether you're a business owner or a PAYG client, this episode reveals the deeper layers of accounting that support long-term success.

📌 Referenced episodes:

• Business Structuring (S05E03)
• Financial Ratios & Health (S03E32)
• Asset Protection (S04E24)

If this episode resonated with you, please leave a rating on your favourite podcast platform. It helps us reach more incredible listeners like you. Thank you for being a part of the journey!

Click here to subscribe to our weekly email.

SPECIAL OFFER: Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog here.

Work with Mena & Stuart's team: At ProSolution Private Clients we encourage clients to adopt a holistic and evidence-based approach when making financial decisions. Visit our website.

Follow us: Stuart: Twitter/X and LinkedIn. Mena: LinkedIn

IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.

Send us a text

A Labor Party win brings a wave of policy changes—some offering opportunities, others increasing complexity for small businesses. In this timely episode, Stuart and Mena unpack the key reforms and proposals affecting entrepreneurs and business owners.

From tighter labour market conditions and ATO crackdowns on trusts to the $3 million super tax and incentives like the extended instant asset write-off and energy grants—this episode breaks down what’s real, what’s likely, and what you should prepare for.

They also discuss housing market impacts, fee-free TAFE expansions, IR reforms, and the looming SG rate increase. If you're a small business owner navigating policy shifts under Labor, this episode is your essential briefing.

If this episode resonated with you, please leave a rating on your favourite podcast platform. It helps us reach more incredible listeners like you. Thank you for being a part of the journey!

Click here to subscribe to our weekly email.

SPECIAL OFFER: Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog here.

Work with Mena & Stuart's team: At ProSolution Private Clients we encourage clients to adopt a holistic and evidence-based approach when making financial decisions. Visit our website.

Follow us: Stuart: Twitter/X and LinkedIn. Mena: LinkedIn

IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.