Bourke Private Wealth ‘A grade’ Compliance Rating

The media has recently been awash with stories of ‘rogue’ financial planners, dodgy stockbrokers and insider trading scandals.

Bourke Group is very proud to announce that ‘Bourke Private Wealth’ (our wealth management division) received an ‘A grade’ compliance rating as part of our annual compliance Audit.

Good compliance, governance and solid advice forms that backbone of our Wealth Management business, and we congratulate Director Kristen Quirk on the excellent culture she has built within this business division.

Kristen and her team are available to work hand in hand with clients on the following Wealth Management services including:

  • Investment
  • Superannuation Advice
  • Life and Income Protection Insurances
  • Financial Planning

*Kristen Quirk and Bourke Private Wealth Pty Ltd ABN 16 123 734 190 are Authorised Representatives of GWMAS Limited ABN 96 002 071 749, an Australian Financial Services Licensee with its Registered Office at 105-153 Miller Street, North Sydney NSW 2060. A member of the National Group of Companies.

ATO Benchmarking Small Businesses – Gateway to Full Scale Audit?

The ATO has for some time conducted benchmarking of certain industries to find out if a business sits outside of it’s peer group in relation to key income and expense ratios for different turnover ratios.You may receive a letter advising that you are in an industry that the ATO will be targeting.  In short, this is really trying to identify businesses which may not be recording all cash transactions correctly, or at all.A few hints for clients:

  • These letters need to be treated seriously. The response that is given needs to be well considered and structured to ensure tax payers do not prejudice themselves OR invite an Audit
  • If we receive such a letter as your tax agent, we will contact you to discuss the strategy, however if you are mailed directly, please engage with us to help you formulate a response
  • As part of our process and value add for clients, we will assist clients to identify relevant industry benchmarks and highlight any ‘alarm bells’ so a strategy can be formulated.

Bourke Group Sponsors Harvest Ball

Bourke Group was proud to be a major sponsor at the recent “Italian Social Club Harvest Ball” held in the home of our regional office, Cobram, on 10th May. The ball is an annual celebration of the end of the Fruit Harvest for growers, and was enjoyed by many clients and associates with a great night of Italian cuisine, music, and a special guest speaker: Andrew Morello, winner of Series 1 of the Channel 9 program, “The Apprentice”.  We would like to congratulate Angelina Orsida (Manager, who is the treasurer of the organising club) and her fellow committee on a fantastic evening and we hope to see the event grow and prosper along with the fortunes of the Fruit growers of the North East region.
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