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News, Advice & Information.

Press Release: Peters & Partners joins Azimut Group

Azimut’s Australian subsidiary, AZ Next Generation Advisory (“AZNGA”) today signed a binding sale and purchase agreement to acquire the entire capital of Peters & Partners (“P&P”). The agreement includes a share swap of 49% of P&P’s equity for AZ NGA shares and a progressive buy back of these shares over the next ten years. AZNGA has been focussed on investing in financial planning companies for the past two years and recently completed it’s 28th financial planning transaction. The acquisition of P&P is AZNGA’s first foray into the accounting market. AZNGA intends to inject capital into P&P with a view to...
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2017 Federal Budget Newsflash and Invitation

Budget projected to be in surplus by 2021, medicare levy hike, massive infrastructure spend to boost economy, negative gearing left as is, big 5 banks to be levied 6 points raising $6.2bn, small business $20k immediate write off extended, downsizing retirees given extra superannuation contribution cap, first home buyers given tax breaks to save for deposit. Newsflash provided courtesy of Eureka Whittaker Macnaught.   Michael was also at a budget dinner tonight with Brian Hartzer (Westpac CEO) and Bill Evans (Chief Economist Westpac) and interesting discussion around the drivers of the budget moving to surplus, forecast key assumptions, housing affordability,...
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What kinds of things can businesses do to use automation to free up more time for growing their business?

To grow any businesses today – it’s important to ensure the experience any client has with any business is extraordinary. Many businesses have settled with legacy practices because it is what they know best, however businesses that have accepted automating certain parts of their business have substantially re-invented themselves. Introducing a Customer Relationship Management system has transformed the way client servicing occurs. Information flowing from business websites, electronic direct mail campaigns as well as mobile applications in real-time provides snapshots on client behaviours and preferences. It allows business to reach out to clients and provide: Special offers New arrivals/product and...
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SMSF update – member declaration required by 30 June 2017

The ATO has released guidance for SMSF members and trustees effected by the 1.6 million balance cap with a member declaration required by 30 June. The member declaration is to give permission to the trustees to commute any balances over $1.6 million into accumulation account. A pension computation request form and trustee minute is required. The ATO release is below for information.   To make it valid; Must be completed before July 1, 2017; Must be in writing; Must be accepted and acknowledged by the Trustees of the Super Fund before July 1 this year; Does not have to...
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Have You Prepared Next Year’s Financial Forecast?

With the 2017/18 financial year only a couple of months away, many SME businesses will start the year without a well built 3-way financial forecast.   Why Prepare A Financial Forecast? As we go into the new Australian financial year for FY18, are you equipped with a robust financial forecast for your business? A financial forecast or budget is the essential pathway between the goals and objectives in the business plan and the ultimate business goals of management and the business owner. …But this task is often neglected, only addressed from a profit & loss perspective or not subsequently used effectively...
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Peters & Partners

Change brings great opportunity, it’s something we’ve all had to embrace recently and we are excited to let you know of the changes we have made to continue to grow and develop our services to you, our valued clients, and provide opportunities for our team members.

WE’VE MOVED – to Level 10, Aurora Place 88 Phillip St, Sydney

WE’VE MERGED – Parallel Financial Planning and Henderson Edelstein Accounting have joined us, bringing together a vast array of subject matter experts, and therefore providing you a greater service offering and more knowledge in house.

WE’VE CHANGED OUR NAME – to better reflect the combined business and our business focus, we have rebranded to People and Partners, because we firmly believe people and partnerships produce the greatest success

We thank you for your continued support and look forward to providing you a great experience.