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If you are a small business owner, our first article considers 20 easy ways to be more eco-friendly this year.

For parents, explore five ways to give your kids a helping hand when they grow up. And, we put a spotlight on four financial reasons why you shouldn't try and keep with the Joneses, whether you're comparing yourself online or in real life.

There is our usual update from the ATO and for retirees please see the article that introduces some strategies that can limit the odds that investors will fall into the "downturn" trap.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on 02 9318 6400 or email

Kind regards,
Fred Tortora

20 easy eco-resolutions every business should make in 2020

No matter the size of your business, introducing greener work practices should be top of the new year agenda. By making moves to reduce, reuse and recycle, you’ll not only help save the planet, you’ll reduce your energy costs and appeal to likeminded customers.

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5 ways to give your kids a helping held when they grow up

We all know how expensive life is as a grown up and that’s why so many parents want to give their kids a helping hand financially down the track.

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Beware of trying to keep up with the Joneses

It’s human nature to compare ourselves with other people, at least to some extent. In the age of social media, we have more opportunity than ever before to do that. It can be a real trap on many levels.

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From the ATO

Please find below the latest from the Australian Tax Office.

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Retire on your own terms and not the market's

One of the biggest retirement challenges is ensuring that the savings accumulated during your working years lasts as long as you do.

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