Perta Thomson Partners - PTP

From 1 July 2026, new anti-money laundering and counter terrorism financing laws mean that PTP has some extra legal obligations when it comes to things like company or trust transactions and managing client funds.

If this applies to you, we may need to verify your identity and keep a few extra records, as required by law. You might get a request directly from Ignition, our secure client platform, to help with this. And if that's not possible, don’t worry, we'll reach out directly to sort it out another way.

We've put in the work behind the scenes so it's as easy as possible on your end. Any questions, we’re always happy to help.

Just a reminder: Joe and Tam's session, Never Worry About Tax Again, is on Tuesday 11 August 2026 as part of the Greater Shepparton City Council Business Festival.

It’s free to attend and packed full of practical tax planning tips.

Register now: https://www.trybooking.com/events/landing/1606926

Reducing overheads can help your business to thrive. 📈

But cutting costs is not the be-all and end-all of business management.

Sustainable growth is usually achieved by increasing revenue, improving productivity, enhancing customer retention and refining pricing strategies. 💻

Overhead reduction is just one lever among several, but it can help.

👉 Find out how you can reduce your overheads without compromising your business here: https://www.ptps.com.au/reducing-overheads-to-boost-your-business/

Registrations are now open for the Greater Shepparton City Council's 2026 Business Festival, and our very own Joe and Tam are presenting on a topic they're genuinely passionate about: the zero tax mindset.

In their session, Never Worry About Tax Again, our award-winning advisors share practical, plan-ahead strategies so tax season never catches you by surprise again.

And did we mention it's completely free?

Joe and Tam's session is on Tuesday 11 August 2026 at 8:00 am.

Register now: https://www.trybooking.com/events/landing/1606926

When did you last check your business’s financial health? 🩺

Many of our clients are across the day-to-day, but find it harder to step back regularly to look at the bigger picture.

Each month you should track key financial indicators including cash flow, profitability, debt, pricing, tax obligations and business confidence. 📋

This way you can identify any pain points that need addressing, and what you’re doing well. ☑️

👉 Run our monthly financial health check in under 5 minutes: https://www.ptps.com.au/monthly-financial-health-check/

If you need it, we’re also here to help. 😊

When it comes to tax, you don’t need to spend to save. 💰

Many business owners think they must spend more to save their business tax, but this doesn’t necessarily work.

In our experience, setting your business up so that it can predict and pay what’s owed usually works best. 🥇

Read our article on how you can do this here: https://www.ptps.com.au/never-worry-about-tax-again/