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Ep 168: The key person discount & the sabbatical stress test: why your business is devaluing you

Season 5 Episode 56

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Here’s a confronting question: If you disappeared for 30 days, what actually breaks?

In this episode, Stuart and Mena unpack the Key P…

2 months, 1 week ago

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Ep 167: The Finance Function Evolution: bookkeeper → controller → virtual CFO

Season 5 Episode 55

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Many business owners feel stuck in the uncomfortable middle: too big for basic bookkeeping, but not ready or willing to pay for a ful…

2 months, 2 weeks ago

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Ep 166: Philanthropy at Scale: Private Ancillary Funds & Giving With Governance

Season 5 Episode 54

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Philanthropy changes when wealth reaches a certain scale. It stops being about one-off generosity and starts becoming a question of s…

2 months, 3 weeks ago

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Ep 165: When choosing an accountant on price may quietly cost you more

Season 5 Episode 53

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Most business owners believe accounting is a commodity. The tax return gets lodged, the ATO is paid, and everything looks fine, so wh…

3 months ago

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Ep 164: Financial Mistakes Entrepreneurs Make in Their First Three Years

Season 5 Episode 52

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In the early years of running a business, most financial mistakes aren’t dramatic; they’re subtle, common, and quietly destructive. A…

3 months, 1 week ago

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Ep 163 : Best of 2025 - How to read financial statements like a CFO

Season 5 Episode 51

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Most business owners glance at their financial statements and move on. CFOs do the opposite; they use them as a decision-making tool …

3 months, 2 weeks ago

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Ep 162: Best of 2025- How to tax effectively get money out of a company

Season 5 Episode 50

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In this episode, Stuart and Mena explore one of the most common and misunderstood questions business owners face: how to tax-effectiv…

3 months, 3 weeks ago

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Ep 161: Best of 2025- Navigating the main residence 6-year rule CGT exemption

Season 5 Episode 49

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In this episode, Mena and Stuart unpack the ins and outs of Australia’s often misunderstood 6-year CGT exemption rule for main reside…

3 months, 4 weeks ago

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Ep 160: Best of 2025- Strategies to minimise CGT

Season 5 Episode 48

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In this episode, Stuart and Mena take a deep dive into one of the biggest and often most misunderstood taxes investors face, Capital …

4 months ago

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Ep 159: Best of 2025- Tax changes for 2025-26 financial year

Season 5 Episode 47

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In this episode, Mena and Stuart unpack the latest tax updates for the 2025–26 financial year, helping listeners navigate changes tha…

4 months, 1 week ago

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