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.
The Holistic Accountant
Latest Episodes
Ep 176: Div 7A liquidity without the tax blow-up
Most Division 7A problems don’t begin with strategy; they begin with behaviour.Money is taken out of the business without a clear plan, documentation falls behind, and by the time advice is sought, the structure is already under pressure...
Ep 175: Buy lease or finance: how to make the right call
“The tax deduction makes it worth it” is one of the most common and costly mistakes business owners make.In this episode, Stuart and Mena break down why taxes should never be the primary reason for acquiring an asset. A deduction can imp...
Ep 174: The delegation tax- saving money is costing you millions
Most business owners focus on hiring costs while completely missing what their own time costs the business.In this episode, Stuart and Mena unpack “The Delegation Tax,” the hidden cost of founders staying too involved in low-value work. ...
Ep 173: Most team problems are actually clarity problems
In this episode, Stuart and Mena challenge one of the most common assumptions in business: that underperformance is a people problem. Instead, he makes the case that most issues inside a team stem from a lack of clarity, unclear expectations, m...
Ep 172: Capital allocation policy: owner wage, buffers, reinvestment, investing, lifestyle
Random distributions create random wealth outcomes.In this episode, Stuart and Mena introduce the concept most business owners don’t have, but desperately need: a written capital allocation policy.They break down how surplus cash ...
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