September 2020

Trusts and beneficiaries – what the new Act requires

We’re becoming aware that there is some misunderstanding among clients about what the new Trusts Act requires around trust beneficiaries and their rights. We outline some key facts to help clarify any confusion.  

Does your business have a CRM tool?

Having clean, up-to-date information and data about your customers is a vital part of running your business. But recording, tracking, and accessing this customer information can be tricky if you don’t have the right tools to get the job done.

Create a business plan in 10 steps

Your business plan is a roadmap for your business. Outline your vision, set goals, define funding and budget, forecast sales and cashflow, set timelines. Talk to us to create a watertight business plan.

Mentors are worth their weight in gold

Mentors can offer guidance, act as a sounding board, challenge thinking, and provide business owners with an independent and fresh perspective. Talk to us about finding a mentor for your business.

Common employment agreement mistakes

The employment agreement is the legal basis of the relationship between you and your employee, so you want to get it right and avoid some of the most common mistakes.

How NOT to manage working from home

How do you adapt the traditional working day to suit a remote workforce? The best place to start is to ask employees for their feedback. Here are some common practices that don't replicate to the home office.

How to run a better virtual meeting

Struggling with long virtual meetings? We all feel energised after an effective meeting, so keep your team productivity high by running better meetings.

Succession planning for small businesses

It’s a good idea to think about your succession plan long before you need to sell. With a plan in place, you can maximise the value of the business and achieve a better outcome.

Take some small steps to better wellbeing

Research shows that doing something (no matter how small) is the best way to manage anxiety. There is a lot we can’t control right now but there are also things you can. Here are some ideas.

Handling an employee complaint about another employee

Ignoring an employee’s complaint about a co-worker can harm your staff and your business, so you need to know how to handle it. We share thoughts to guide you through the complaint process.