11 03, 2020

Bookkeeper vs Accountant – Do I need one or both?

By | March 11th, 2020|Categories: Uncategorized|Comments Off on Bookkeeper vs Accountant – Do I need one or both?

Most business owners are not aware of the difference between a bookkeeper and an accountant and why they may need both. A bookkeeper’s role is to capture and report source information regarding the financial activities of a business. This includes transactions like payroll, accounts payable, accounts receivable, banking, cashflow and preparation of regular management reports. [...]

11 03, 2020

More Than Just Bookkeeping

By | March 11th, 2020|Categories: Uncategorized|Comments Off on More Than Just Bookkeeping

The fact is that staying on top of your books is not easy. At Navwealth Bookkeeping Resources we can provide you with the package and services to fit your business needs and budget. We offer the peace of mind that comes from knowing that a trained professional is looking after your business financials, and meeting [...]

9 03, 2020

Ask Yourself (or a Business Owner You Know)

By | March 9th, 2020|Categories: Uncategorized|Comments Off on Ask Yourself (or a Business Owner You Know)

  Do your accounts and financial deadlines keep you awake at night? Are your Financial Accounts up to date? Do you know who owes you money and know when you will collect that money? Do you monitor your business cashflow and have enough to pay your liabilities and bills? Are you meeting all your reporting [...]

10 12, 2019

Meet the Team

By | December 10th, 2019|Categories: Blog|Comments Off on Meet the Team

Meet the Team! Name: Daniel Duan Role: Associate Adviser Qualifications/Experience: Diploma of Financial Planning/ Implementation, Client Services. Why did you choose the finance industry? It has always been a passion of mine and I have always been interested in finance. What did you want to be when you grew up? A Financial Adviser! What do [...]

10 12, 2019

People and Culture

By | December 10th, 2019|Categories: Blog|Comments Off on People and Culture

A TEAM THAT PLAYS TOGETHER, STAYS TOGETHER! This year the Navwealth team retreat was in beautiful Bowral. As always it was a wonderful opportunity for the team to come together and have some fun, whilst sharing ideas and working collaboratively towards our goals for 2020. Highlights included fun games of tug of war & dodgeball, [...]

10 12, 2019

A beautiful TRANSFORMATION

By | December 10th, 2019|Categories: Blog|Comments Off on A beautiful TRANSFORMATION

Bendooley Estate is the beautiful, tranquil, unique (and successful) brain-child of Paul Berkelouw and his family. Located in the magnificent Southern Highlands Bendooley has earned an outstanding reputation as a wedding venue, cellar door, restaurant and destination for accommodation. Recently the Navwealth team visited Bendooley Estate and were fortunate enough to meet Paul Berkelouw, who [...]

10 12, 2019

Navwealth News 2019: An update from our CEO

By | December 10th, 2019|Categories: Blog|Comments Off on Navwealth News 2019: An update from our CEO

As we enter the final stretch of the 2019 calendar year, a look back and reflection shows that it certainly hasn't been dull. We regularly get feedback, especially from the clients who have been with us for many years, that they like to hear about what is going on at Navwealth. I have spent some [...]

11 04, 2019

A Night With Navwealth

By | April 11th, 2019|Categories: Uncategorized|Comments Off on A Night With Navwealth

Thank you to everyone who attended 'A Night With Navwealth' on Tuesday night at Macquarie Bank. We enjoyed a very informative economic update from Macquarie's Associate Director, Ben Forrester and were very entertained by Jackie Furey's presentation on Love & Money. It was also lovely to catch up with so many Navwealth clients. We received wonderful [...]

11 04, 2019

Quarter 1, 2019 – Financial Market Update

By | April 11th, 2019|Categories: Uncategorized|Comments Off on Quarter 1, 2019 – Financial Market Update

Key Points Following a dismal finish to 2018, share markets bounced out of their early January lows to record a strong start to the 2019 calendar year. Major highlights for the quarter included: A strong recovery in global and domestic equity markets Fixed interest markets rallied with Australian bonds hitting a new all-time low (as [...]

19 03, 2019

STP – We are ALL in

By | March 19th, 2019|Categories: Uncategorized|Comments Off on STP – We are ALL in

  What is STP? Single Touch Payroll is a new Australian Taxation office Initiative aimed to provide real time (or limited time) online payroll reporting. It is also being touted as a system or method for employers to lodge employee payroll details with the ATO. What payroll data do you need to know?          STP reports [...]