Findex in Melbourne, Victoria, Australia | Financial service

Findex

Locality: Melbourne, Victoria, Australia

Phone: +61 3 9292 0101

Address: Level 17, 181 William Street 3000 Melbourne, VIC, Australia

Website: http://www.findex.com.au

Likes: 1134

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• Accountant
• Financial service
• Financial planner

25.01.2022 During the COVID-19 pandemic, banks and lenders have become the sole conduit for access to government support measures. So, regardless of whether it is one of the government initiatives or a traditional product offering from a bank, small business owners need to go through a bank credit process to access capital and/or funding. Corporate Finance Partner Tony Krohn has outlined three important rules to follow before meeting with your bank or lender, to assist you in achieving ...the best possible outcome. https://bit.ly/32hQdgu #Covid19 #Covid19au #Covid19recovery #corporatefinance #lending

25.01.2022 "We are not a transactional business; our relationships are really long term, and we want to work with our clients over that journey to make sure that they're covered." Findex's General Insurance advisers will work with you to ensure you understand that not all insurance policies are the same. Our advisers are committed to finding the right insurance solutions that best fit our clients' needs. Visit our website now to learn more or speak to the team about your General Insurance needs: https://bit.ly/34Wdrtq

23.01.2022 Happy Earth Day 2021! During the last 8 months, we've adopted digital tools and rapidly changed the way we work in order to keep our staff and clients safe. Our aim is to continually reduce the amount of paper we print through education of our staff and clients, which is saving around 14,000 kgs of CO2 per month from entering the atmosphere, which hangs around for between 300 and 1,000 years. ... #earthday2021 #earthday #Findex #environment

23.01.2022 On 7 August 2020, the Government announced some further changes to their previous announcement regarding the extension of the JobKeeper scheme from 28 September 2020 to 28 March 2021. National Tax Director Roelof van der Merwe has outlined the main changes that have been announced here: https://bit.ly/3almqpo

22.01.2022 As a form of protection for lending institutions, business owners can be held personally liable for loans and expenses incurred by their business when a business loan is secured with personal assets, such as the family home. Debt Protection insurance can help reduce the risk of your personal assets or home being sold to pay for business debts and expenses, especially if you are a guarantor. https://bit.ly/2UgEhGN

22.01.2022 "Having future planning front and centre whenever youre considering your superannuation balances is really important." Business Advisory Partner Pip Conn provides some sage and timely advice about taking a forward-looking approach with your SMSF to protect yourself against uncontrollable factors like a global pandemic. Watch the full webinar Why an SMSF? 16 factors to consider on the Findex Australia website: https://bit.ly/2FhgzGd

20.01.2022 With the current JobKeeper assistance package of $1,500 a fortnight due to end on 27 September 2020, the Government announced on 21 July 2020 the JobKeeper assistance package will be extended in a scaled-back version for another six months. National Tax Director Roelof van der Merwe has outlined the details of the new JobKeeper package below, including payment rates and the extension periods. https://bit.ly/2ZM2JTU... #Jobkeeper #covid19 #covid19au

20.01.2022 The 2nd Armidale Scout Group's fundraising activities have been hampered by our current COVID-19 restrictions, and a donation from our #FindexCommunityFund's Community Donating Program has funded the required materials to allow them to continue to inspire their kids to Be Respectful, Do What is Right and Believe in Themselves. Recently our Findex Armidale team welcomed into the office one of the local leaders, Cameron Cowley, together with two Armidale scouts in uniform. #FCF #community #fundraising

19.01.2022 On 13 September, the Victorian Government announced a $3 billion Business Survival and Adaptation Package to help Victorian businesses survive the ongoing COVID-19 restrictions and adapt to the new way of doing business as restrictions ease. Our tax experts have summarised the cash grants, additional funding and tax relief measures available to Victorian businesses. #covid19 #vicgov #taxrelief #survivalandadaptation #covidnormal... https://bit.ly/3hvWQ2R

19.01.2022 Join us on Wednesday 16 September for our SMSF webinar and learn how to take control of your superannuation. Our SMSF experts will discuss the key benefits of an SMSF and how to maximise the structure for your circumstances. Topics covered will include: Benefits of an SMSF SMSF structures... Superannuation Health Check tool Live Q & A Looking forward to you joining us! #SMSF #Webinar #superannuation https://bit.ly/33oHPuF

19.01.2022 In this fortnight's edition of Thinking Tax, our experts discuss some important tax considerations of the Federal Budget 2020-21. #federalbudget2020 #taxadvisory https://bit.ly/3e6EFR9

19.01.2022 What are the long-term ramifications of COVID-19 for businesses in Australia and New Zealand? In May to June 2020, Findex conducted a survey to understand how well Australian and New Zealand businesses were adapting to the accelerated levels of digital transformation being forced upon by them by COVID-19. Will business owners use the disruption caused by COVID-19 as an opportunity to rethink their business models and reshape the future of their operations and workforce fore...ver? Read the report here: #COVID19 #digitaltransformation https://bit.ly/3j0cHrp

18.01.2022 Considering property investment through your SMSF? Join us for our next SMSF webinar on Thursday 19 November for a discussion on the potential benefits of this strategy as well as key considerations including: Business Real Property ... Lending considerations Insurance considerations Legislative considerations Live Q & A Register now: https://bit.ly/3n5cjdp

18.01.2022 Through the Findex Community Funds matched giving program, weve seen over $365,000 in employee and company matched donations supporting charities focused on Health, Education and Entrepreneurship! Learn more here: https://bit.ly/2CbPR0l

17.01.2022 Our Tax Advisory specialists are here to assist with all your taxation needs including; compliance, advisory and transactional. At Findex, we are passionate about providing vast expertise and robust financial solutions resulting in the best possible outcomes for individuals and businesses. Learn more now about how our specialist tax offerings can help you reach your business goals: https://bit.ly/35I99qF

17.01.2022 "What I felt in reading those articles was that it wasnt a balanced view around what SMSFs could offer." SMSF Senior Partner Kathy Evans put her frustrations aside earlier this year to pen thought leadership dispelling the misnomers around what Self Managed Superannuation Funds can offer consumers. In our latest webinar, shes joined by newly appointed Business Advisory Partner Pip Conn to discuss the benefits of an SMSF, and the overarching factors you should be aware of when deciding if its the right thing for you and your financial circumstance. Watch the full webinar via the Findex Australia Insights page: https://bit.ly/3fxRjHX

16.01.2022 The ATO has recently finalised the Taxation Ruling (TR 2020/4) and the Practical Compliance Guideline (PCG 2020/7) on the Arms Length Debt Test and withdrawn the earlier Taxation Ruling (TR 2003/1). Tax Advisory Manager Keerthiga Sharma has summarised the guidance here: https://bit.ly/2ExyAzt #ATO #ALDT #Taxadvisory

16.01.2022 Meet our new Australian Findex Partners! Against a particularly challenging backdrop given the impacts of COVID-19, our leadership appointments this year are a testament to the extraordinary work these leaders have been doing in their local communities, helping businesses adapt, respond and reset. Congratulations!... Find out more about our latest Partner appointments here: https://bit.ly/3ih7485

16.01.2022 In this webinar, one of Australias leading economic thinkers, Stephen Koukoulas joins Findex Partner Matthew Parrella for a discussion on the impact to the Australian economy of Victorias second wave of COVID-19 cases and restrictions. https://bit.ly/2EhUq9W #COVID19 #secondwave #victoria #webinar #economicupdate

16.01.2022 "Opportunities emerge for businesses that are agile, flexible and dare I say it opportunistic." One of Australias leading economic visionaries Stephen Koukoulas joined Findex Chief People Officer Jane Betts, Chief Digital, Technology and Marketing Officer Thomas Paule and Consulting Managing Partner Jeremy Curragh to discuss how the change in technology adoption, consumer behaviour and habits have been drastically accelerated by COVID-19, and businesses will need to adapt and respond accordingly if they are going to succeed. Watch our latest webinar Standing still is not an option: preparing your business for the Fourth Industrial Revolution via the Findex Australia website: https://bit.ly/32hFqBj

15.01.2022 On 19 June 2020, the ATO issued guidance on the analysis of changes to transfer pricing policies due to COVID-19 and documentation the ATO recommends taxpayers prepare to support these changes. Tax Advisory Manager Keerthiga Sharma has summarised what you need to know in the article below, in relation to transfer pricing policies and the ATOs guidance: #transferpricing #ATO #covid19 #covid19au... https://bit.ly/3iepZkq

15.01.2022 Same Day Tax Refunds powered by Findex: Take the burden out of Tax Time and maximise your refund with the support of our advisers. Book your appointment today!

15.01.2022 In honour of Jersey Day, Friday 4 September, our Findex staff members across Australia and New Zealand have come together to raise awareness for Organ Donation. Jersey Day was inspired by the story of Nathan Gremmo, who tragically lost his life at age 13 in an accident and became an organ donor, saving the lives of six people. At Findex today we wear our jerseys with pride for a great cause!... #jerseyday #organdonation

15.01.2022 In a period of crisis its difficult to see the forest for the trees, but theres much to be gained if you do. Chief Digital, Technology and Marketing Officer Thomas Paule discusses the opportunity for businesses to leverage off the advantages handed to them and, where possible, avoid reverting back to old ways of operating for the benefit of customers and employees. Watch our latest digital transformation webinar: https://bit.ly/3lEq7eU

15.01.2022 Were looking for the next generation of accountants and auditors to join our 2021 graduate intake. If youre ready to embark on a career journey that transforms and grows as your ambitions do, wed love to hear from you. Applications are now open until 28 August 2020. To learn more and apply, click here: https://bit.ly/32WjRbu #graduate #careers #lovewhereyouwork #findexfamily #croweaustralasia

14.01.2022 "The best way that we could react to this was to get our people home safely, so that they were in a position to better serve our clients." Findex Chief People Officer Jane Betts reflects on the approach taken by our business earlier this year in response to the coronavirus pandemic, and how it has held us in good stead to focus on whats most important: people. Watch our new digital transformation webinar: https://bit.ly/3gFAD1D

14.01.2022 In this fortnight's edition of #ThinkingTax, our experts discuss the focus areas for JobKeeper reviews as well as the new payment times reporting regime for large businesses as of 1 January 2021. https://bit.ly/2IN6sua

14.01.2022 On 14 August 2020, the Government registered rules and provided more details about a previous JobKeeper announcement made on 7 August 2020 to extend the JobKeeper employment test date (and subsequent employee eligibility conditions) to 1 July 2020 for JobKeeper fortnights beginning on, or after 3 August 2020. National Tax Director Roelof van der Merwe has outlined these changes below: #jobkeeper #covid19 #australiangovernment #covid19support... https://bit.ly/320LsWV

14.01.2022 The recent Australian bushfires illustrated how well the average Australian looks after their own insurances. The Insurance Council of Australias statistics show, on average, households insure up to 40% of their possessions and some households decline to insure at all. In this article, Central West Financial Adviser Michelle Collett discusses the importance of creating a financial safety net with adequate insurance cover. #insurance #financialplanning... https://bit.ly/3c1dCpk

13.01.2022 When it comes to investing for your future and your retirement, there is no question it is a long-term game. The life expectancy for someone aged 65 is 84.9 for men and 87.6 for women, so as our lifespan increases, it’s important to plan for that. Here are some benefits you can expect to see when you invest for the long term and start your investment plan sooner rather than later. #investing #longterminvesting #wealthmanagement #retirement... https://bit.ly/32MAtRF See more

13.01.2022 In May to June 2020, Findex conducted a survey to understand how well Australian and New Zealand businesses were adapting to the accelerated levels of digital transformation being forced upon by them by COVID-19. Here are some of our key business insights on COVID-19s impact on technology adoption, distributed working and Business Continuity Planning. View the full report here: https://bit.ly/3gkRWFn

13.01.2022 Applications close this Friday, 28 August, for our 2021 graduate program. The possibilities are endless as you gain the technical skills, experience and opportunity to carve your own career path - no matter where that may take you! To learn more and apply, click here: https://bit.ly/3lq2PJM... #graduate #careers #lovewhereyouwork #findexfamily #croweaustralasia

13.01.2022 As a result of COVID-19s strain on businesses, the banking and credit landscape is undeniably changing. "Approaching your bank or lender with a strong qualitative narrative combined with a complete quantitative three-way cashflow assessment is extremely powerful," says Tony Krohn, Corporate Finance Partner. Its important to communicate your business narrative correctly and effectively to give your bank or lender the confidence that you have a clear business roadmap for th...e challenges that lie ahead. #corporatefinance #lending #banks #credit #businessnarrative #jobkeeper https://bit.ly/3hfRBUF

12.01.2022 Take a look at our first annual Findex Community Fund Impact Report, which details our charitable journey over the past three years and just how far our support has gone in our focus areas of Health, Education and Entrepreneurship. #findexcommunityfund #charity https://bit.ly/3w8DJnX

12.01.2022 Can you recover from being a zombie business? Findex Managing Partner for Consulting Jeremy Curragh discusses the steps required to understand your situation, and how to put the right plan in place to give you the best chance of recovery. Watch the full webinar via the Insights section of the Findex New Zealand website: https://bit.ly/3ibsAvE

11.01.2022 Do you or a close family member have experience exiting a Queensland retirement village? The Queensland Government has appointed an independent review panel to determine the impact of exit entitlements on residents, former residents, families and operators. Findex is supporting the panel in their project and we are now seeking expressions of interest to take part in this review. We are looking to connect with people who have experienced exiting a retirement village and are wi...lling to share their stories and experiences. To take part in this important review, you can provide your responses in our online survey or get in touch to find out more. Take the survey here: https://bit.ly/38YzvnC and if you are interested please get in touch at [email protected] or by phoning (07) 3233 3520 we are also taking written submissions and hosting interviews and consultations sessions.

10.01.2022 Same Day Tax Refunds powered by Findex: Ease the burden of tax time, complete your tax return in minutes and receive up to $1000 of your refund deposited the same day. Book now: https://bit.ly/321sEII

08.01.2022 Now that Fringe Benefits Tax (FBT) year-end is upon us, it’s time to start thinking about the #FBT considerations where employees were provided with benefits to support working from home arrangements during the COVID-19 pandemic. Here is a high-level overview of items you may have supplied your employees to consider. https://bit.ly/3cBEyhj

07.01.2022 Same Day Tax Refunds powered by Findex: Tax laws are constantly changing, and this year more than ever. While the ATO has made changes impacting the way deductions are calculated, were here to help you navigate the complexities. Book your appointment now: https://bit.ly/38UxoBh

07.01.2022 As a result of recent changes to superannuation rules which mean those retiring at 65 have an extra window to contribute to their superannuation funds, women in their 60s, who are less likely to have had the opportunity to build as much retirement savings as their spouse, stand to benefit. Central West SMSF Associate Partner Belinda Murphy discusses the recent changes and the opportunities they present here: https://bit.ly/2YWmHdR... #Superannuation #SMSF #wealthmanagement

06.01.2022 How has your workplace culture adapted since COVID-19? With many businesses forced to adapt to distributed working environments, Findex Consulting Associate Partner Eddy Moh discusses the impact on culture and interpersonal relationships, and areas for consideration when integrating new team members. Watch the full webinar via the Insights section of the Findex Australia website: https://bit.ly/2WlYdt3

06.01.2022 Our Risk Insurance team is here to support you through the difficult times and ensure you and your family are taken care of in the event of an accident or illness. Our advisers work closely with your key relationship manager to provide quick and accurate guidance on life insurance, total and permanent disability, income protections and trauma or critical illness cover. Get in touch to learn how we can help you become safely insured and financially protected today: https://bit.ly/3m3CTEa

05.01.2022 Now more than ever, having the necessary support in place to minimise import duty, reduce trade risks and non-compliance and increase stability among the supply chain is crucial to improve a companys strength in the market. To help you improve your global trade compliance, Matthew Morgan, Senior Manager, Global Trade and Customs - Tax Advisory, has outlined some advantages of Valuation Advice and Transfer Pricing documentation here: #transferpricing #covid19 #valuationadvice... #globaltrade https://bit.ly/3k27mRL

05.01.2022 In the final instalment of her three-part article series, our Valuations Lead Partner Nicole Vignaroli unpacks the key areas that are often overlooked and/or misunderstood when considering your business value. https://bit.ly/2EcuL2K

04.01.2022 The grant and scholarship I received thanks to the Country Education Foundation of Orange & Districts and the Findex Community Fund were extremely helpful. They allowed me to live on campus and provided a host of opportunities to make friends, find my feet and settle into uni life. Ben Blanch is one of almost 50 students in 44 rural and regional communities that the Findex Community Fund has helped to access education, via its partnership with the Country Education Foundation since 2018. Read Bens story here: https://bit.ly/38C5dH4

04.01.2022 "Think about it in terms of: what business are you in?" Findex Consulting Senior Manager Jeff Broughton asks a simple but important question for business owners, and shares a cautionary tale from the global entertainment sector, about ensuring customers are looking to engage with you and your value proposition. Watch the road back from COVID-19 webinar via the Insights section of the Findex Australia website: https://bit.ly/2OzTSym

02.01.2022 As businesses around the globe look to rapidly pivot their organisations to digital models in the wake of COVID-19, the focus on cloud accounting and reporting options is increasing. Central West Business Services Managing Partner Rachelle Nowland discusses the importance of implementing cloud solutions and increasing your business level of data accuracy. #cloudaccounting #businessadvisory #cloudsolutions #dataquality

01.01.2022 Does your business recognise the importance of data? Findex Lead Data Scientist Dr. Behrang ZadJabbari (PhD) discusses the mass digitalisation that has taken place for businesses through COVID-19, and the opportunities available to create smart solutions that solve client pain points. Watch the road back from COVID-19 webinar on the Findex Australia website: https://bit.ly/3f4z4cR

01.01.2022 To help reinvigorate the Australian economy and stimulate business activity, Federal and State Governments have invested billions of dollars towards grant funding programs that support an enormous range of activities. But with such an array of grants on offer, it’s a challenge for business owners to be across what’s available to them, let alone find the grants that are the best fit for their business. Here's a summary of what you need to know. #grantfunding... https://bit.ly/2Q3ZxRk