Guest Blog: Tax time! The Taxman after the sharing economy and more!

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Guest Blogger: David Jepsen, Jack Lawrence Accountants & Advisors

FB Guest Blog Tax TimeDo you receive income from Uber or AIR BNB? If so, you should be declaring it as income in your tax return! Uber does not pay tax on behalf of their drivers and AIR BNB does not pay tax on behalf of their hosts. Therefore, tax on ...

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What happens when you get that call?

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TW CallA couple of weeks ago I received a call that made my heart beat really fast. It was Friday evening, and I’d just put my feet up and was enjoying a glass of wine with Rob when my mobile began to buzz.

I looked at the screen and saw the call was from one of my clients. My stomach ...

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What I’ve learnt after five years in business…

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I got chatting to one of my girlfriends the other day about starting a business. She wondered what I thought was the best thing about working for myself. My answer? Work-life balance. Funnily enough, it’s probably also the worst thing, too!

When I started Monarch Advisory Group, I was really looking forward to being able to take time off when I wanted to and setting my own hours. But in reality, when you’re starting a business work-life balance goes out the ...

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Life insurance is not wasted on the young…

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YouthI thought today I’d share a couple of interesting client experiences that got me thinking about one of the most common reasons people have for not getting life insurance – the ‘I’m too young to need cover’ excuse.

Last month I met with a professional couple in their forties who were looking at ...

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Before life gets too busy…

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Harbour ViewWelcome to 2017! As you can see, we were lucky enough to celebrate New Year’s Eve with a prime view of Sydney’s spectacular fireworks display! How did you ring in the New Year? Make any New Year’s resolutions?

Did you know that the concept of making a New Year’s resolution actually began back with the ancient Babylonians, who made promises ...

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Merry Christmas from Monarch

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Christmas PedroMake sure you’re sitting down before you read this… it’s December! Another year is almost gone! The team at Monarch and HM Finance have already found themselves inundated with invitations to festive lunches, dinners and drinks. And my family is also about to descend on the Ritz-Coulter for Christmas. Poor Pedro won’t know what’s hit him!

Even if Christmas isn’t really your thing, ...

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If it seems too good to be true…

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While watching the Australian Survivor finale the other night (Lee was robbed) I came across the following ad for Real Insurance…

Real Commercial

In the ad we see David, who has just received a call from his doctor. We can infer, from his conversation with his wife, that he had a medical scare. But he’s just received the great ...

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Why I chose to sponsor the GWS Giants

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Two weeks ago I was privileged to attend the Greater Western Sydney Giants Grand Final luncheon, at the Dockside Pavilion in Darling Harbour. The event paid tribute to the players and the coaching staff, but also the supporters who have contributed both financially and emotionally to the team. It was a bittersweet celebration, with the Giants having been knocked out of the Premiership race that weekend by the Western Bulldogs. But surrounded by so many passionate sports people (and fans) ...

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Six years of wedded bliss… and I still feel like a teenager

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This weekend Rob and I celebrated our 6th Wedding Anniversary! The time has absolutely flown by (in a good way), but when I reflect on that September day back in 2010 I remember feeling a bit anxious about what was to come.

Don’t get me wrong, I couldn’t wait to marry Rob. But I also remember thinking that getting married was such a grown-up step. It’s the moment where you really become an adult and have to think about adult things, ...

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Did you know that today is Dying to Know Day…

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As a Financial Adviser, I have difficult conversations with my clients every day. Talking to a husband about what happens to his wife if he should pass away is just one example. But as uncomfortable as these conversations are, I can’t stress how important it is to have them now and not later. Because later might just be too late.

Which is why today is a great day to start thinking about your back up plan. You may not know, but ...

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