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
1%ers in business that can benefit your personal lifestyle
In this episode, Stuart and Mena explore the lesser-known “1%ers” in business—small, smart strategies that can make a big difference to your personal lifestyle when implemented correctly. While most business owners focus solely on income, employees, and long-term value, Stuart challenges listeners to also think about how their business can improve everyday life, without crossing any lines.
Mena kicks things off by explaining how to maximise credit card reward programs through business expenses, turning points into luxury travel perks. Stuart dives into the electric vehicle (EV) Fringe Benefits Tax exemption and how owning an EV through your business can deliver both tax efficiency and personal enjoyment. Mena shares how combining work-related travel with leisure and leveraging loyalty programs can result in elite status benefits that flow through to your personal life.
They also touch on technology and education, how small businesses can supply multiple portable electronic devices tax-efficiently, and how conferences or leadership training can double as valuable personal development. Stuart wraps it all up by reminding business owners that with proper structuring and compliance, your business can support the lifestyle you want, not just your professional goals. A must-listen for business owners looking to get more value out of what they’ve built.
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Work with Mena & Stuart's team: At ProSolution Private Clients we encourage clients to adopt a holistic and evidence-based approach when making financial decisions. Visit our website.
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IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.
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