The Holistic Accountant
A holistic accountant goes beyond tax returns, aiming to offer proactive advice to maximise clients' wealth after all taxes. Stuart Wemyss and Mena Abraham explore multifaceted considerations weekly, highlighting the need for a holistic approach. Each episode is succinct and to the point with no fluff or sales pitches. For further details, check out www.prosolution.com.au.
Podcasting since 2021 • 131 episodes
The Holistic Accountant
Latest Episodes
What to consider when establishing a corporate beneficiary?
Using a corporate beneficiary, commonly called a bucket company, is a smart move for many trust structures, particularly when tax efficiency and asset protection are key goals. But as Stuart and Mena explain in this episode, setting on...
•
Season 5
•
Episode 19
•
12:33
Lessons from a quarter of a century in business
This week, the mic flips! Mena takes the lead and interviews Stuart about the biggest lessons he’s learned in nearly 25 years of running a business. From the importance of focusing on internal resilience rather than external noise, to the three...
•
Season 5
•
Episode 18
•
23:08
Non-Financial Considerations When Purchasing or Partnering With a Business
Buying or partnering with a business isn’t just a numbers game. In this comprehensive episode, Stuart and Mena unpack the often-overlooked non-financial considerations that can make or break a deal.From strategic alignment and c...
•
Season 5
•
Episode 17
•
10:13
Profit Distribution Strategy to Minimise Income Tax
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 an...
•
Season 5
•
Episode 16
•
15:26
What Does a Holistic Accountant Financial Health Check Include?
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.<...
•
9:49
Contributors
Podcasts we love
Check out these other fine podcasts recommended by us, not an algorithm.
