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.
Episodes
145 episodes
Making money with small-scale property development: Risks and opportunities
In this episode, Stuart and Mena take a deep dive into the world of small-scale property development, highlighting both the potential rewards and the very real risks involved. Off the back of recent episodes about property spruikers selling une...
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Season 5
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Episode 33
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19:22
Sale Succession Strategy – Selling to an External Buyer
In this follow-up episode on succession planning, Stuart and Mena explore the second path: selling your business to an external buyer. Unlike a transition strategy, this approach involves a clean break, often preferred by owners seeking speed, ...
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Season 5
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Episode 32
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10:49
Transition Succession Strategy – Selling to Key Staff
In this episode, Stuart and Mena kick off their new series on succession planning by exploring the transition pathway, where ownership and leadership of a business are progressively handed over to internal staff or family members. Stuart begins...
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Season 5
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Episode 31
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11:08
3 Pillars of Business: Profit margin, Distribution, and Demand
In this episode, Stuart and Mena unpack the three essential pillars of building a successful, scalable, and sustainable business: profit margin, distribution, and demand. They begin by breaking down profit margins, exploring what makes them sus...
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Season 5
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Episode 30
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18:54
Business Activity Statements 101
In this practical and info-packed episode, Stuart and Mena demystify Business Activity Statements (BAS) for business owners, sole traders, and anyone new to GST and tax reporting. They begin by explaining what a BAS is, who needs to lodge one, ...
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Season 5
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Episode 29
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13:11
How to tax effectively get money out of a company
In this episode, Stuart and Mena explore one of the most common and misunderstood questions business owners face: how to tax-effectively get money into and out of a company. Whether you’re starting a business, investing in one, or managing reta...
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Season 5
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Episode 28
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11:40
Strategies to minimise CGT
In this episode, Stuart and Mena take a deep dive into one of the biggest and often most misunderstood taxes investors face, Capital Gains Tax (CGT). Whether you're dealing with property, shares, or business assets, they explain why the smartes...
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Season 5
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Episode 27
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14:58
All you need to know about purchasing a franchise
In this episode, Mena and Stuart take a close look at the pros and cons of purchasing a franchise and whether it’s truly the right path for aspiring business owners. They break down why buying into an established brand can fast-track revenue, p...
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Season 5
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Episode 26
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14:03
Navigating the main residence 6-year rule CGT exemption.
In this episode, Mena and Stuart unpack the ins and outs of Australia’s often misunderstood 6-year CGT exemption rule for main residences. They explore how this powerful tax concession can help homeowners maximise profits when selling a propert...
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Season 5
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Episode 25
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12:21
Treasurer, Jim Chalmers calls for tax reform.
In this episode, Mena and Stuart dive into Australia’s complex tax system, using insights from a thought-provoking discussion paper by Matt Grudnoff of The Australia Institute. He examines how, when welfare and superannuation are factored in, A...
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Season 5
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Episode 24
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13:16
Digitising, streamlining and automating your tax affairs
In this episode, Mena and Stuart share practical strategies to streamline tax administration and reduce headaches for individuals and investors. They begin by discussing the value of using Xero, even for non-trading entities, as a powerful tool...
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Season 5
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Episode 23
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10:07
Tax changes for 2025-26 financial year
In this episode, Mena and Stuart unpack the latest tax updates for the 2025–26 financial year, helping listeners navigate changes that could impact their personal finances and business planning. They kick off with the Super Guarantee (SG) incre...
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Season 5
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Episode 22
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9:32
Should you be considering a super contribution strategy as a tax planning measure in your 30s and 40s?
In this episode, Mena and Stuart explore whether making additional super contributions in your 30s and 40s is a smart tax planning move or a potential limitation on your financial flexibility. They break down the compelling benefits of contribu...
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Season 5
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Episode 21
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10:19
Considerations for your business when creating your Will
In this episode, Mena and Stuart delve into the critical considerations for Australian business owners when creating a will. They unpack how your business structure, whether sole trader, partnership, company, or trust, determines what can be pa...
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Season 5
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Episode 20
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14:41
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...
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Season 5
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Episode 19
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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...
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Season 5
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Episode 18
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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...
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Season 5
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Episode 17
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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...
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Season 5
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Episode 16
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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.<...
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9:49
What Does a Labor Party Victory Mean for Small Business?
A Labor Party win brings a wave of policy changes—some offering opportunities, others increasing complexity for small businesses. In this timely episode, Stuart and Mena unpack the key reforms and proposals affecting entrepreneurs and business ...
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Season 5
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Episode 14
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10:15
What is the Biggest Profit Multiplier?
Want to dramatically grow your business profits? Stuart and Mena reveal that instead of focusing on dozens of small changes, most businesses should laser in on one to three profit multipliers.They break it down into four critica...
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Season 5
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Episode 13
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16:38
Navigating Decision Paralysis
Sudden wealth sounds like a dream—until it isn’t. In this deeply insightful episode, Stuart and Mena unpack financial decision paralysis, a common yet overlooked phenomenon that hits when wealth arrives through inheritance, a business ...
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Season 5
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Episode 12
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13:56
Small Business Tax Planning
Effective tax planning isn’t just for big corporations — it’s an essential lever for small business success. In this power-packed episode, Stuart and Mena walk through the ultimate small business tax planning checklist to help you preserve capi...
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Season 5
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Episode 11
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14:58
PAYG/Individual Tax Planning
As 30 June approaches, Stuart and Mena shift focus to PAYG employees and individual taxpayers, sharing key tax planning strategies that can help you save money and avoid surprises at tax time.From super contributions (including carry-for...
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Season 5
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Episode 10
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12:31
Beware! The ATO is on the Audit Warpath
Audit activity is ramping up fast. In this crucial episode, Stuart and Mena reveal the sharp rise in ATO audits they've seen in the past few months, with more cases than in their combined careers to date. If you're a business owner, investor, o...
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Season 5
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Episode 9
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16:04