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 • 134 episodes
The Holistic Accountant
Latest Episodes
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
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