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 • 135 episodes
The Holistic Accountant
Latest Episodes
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
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