Our Team

Donna Forbes Zlatic

Practice Manager

After 11 years of experience in events and learning and development for one of the Big 4 accounting firms, Donna joined Cordner Advisory in 2012. Since then, she has gained extensive experience in all areas of administration management, fostering client relationships and establishing best practices.

Donna is responsible for overseeing the firms daily operations, internal financial matters, compliance, and process as well as handling many HR-related accountabilities. Her strengths in process improvement and people skills support & compliment Cordner Advisory’s team, their vision and our clients.

 
Donna Forbes Zlatic a practice manager at Cordner Advisory Broadbeach, Gold Coast.

Need business advisory regarding tax and accounting for your small business? Speak to a Cordner Advisory expert today. Contact us here.

 

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Employer’s Tax Guide to Fringe Benefits, 2024
Employer’s Tax Guide to Fringe Benefits, 2024

As an employer in Australia, understanding Fringe Benefits Tax (FBT) is essential for managing your tax obligations. FBT applies to non-cash benefits you provide to employees, such as company cars or gym memberships. This guide will cover the basics of FBT, key changes in 2024, and the importance of proper compliance.

Your Guide to Understanding SMSF in 2024
Your Guide to Understanding SMSF in 2024

In 2024, Self-Managed Super Funds (SMSFs) continue to gain popularity among Australians looking for greater control over their retirement savings. With the ability to tailor your investment strategy, manage assets like property, and take advantage of tax benefits, an SMSF offers flexibility that retail and industry funds don’t. But with this freedom comes the responsibility of managing compliance and meeting strict regulatory requirements.

In this guide, we’ll explore everything you need to know about SMSFs in 2024, including the pros and cons, key responsibilities of trustees, and whether this retirement strategy is the right fit for your financial goals. Whether you're new to SMSFs or considering making the switch, our comprehensive overview will help you make an informed decision.

Maximising Your Tax Benefits 2024-25: Instant Asset Write-Offs
Maximising Your Tax Benefits 2024-25: Instant Asset Write-Offs

The 2024-25 financial year presents a significant opportunity for small businesses across Australia with the Instant Asset Write-Off. This incentive allows you to fully deduct the cost of eligible assets purchased during the 2024 income year, with the threshold set at $20,000. This write-off can reduce your taxable income, freeing up vital cash to reinvest in your business.

But don’t wait—this opportunity is time-sensitive. Initially set to benefit businesses in 2024, the threshold has been extended to June 30, 2025, as proposed in the Federal Budget. This extension provides more time to take advantage, but the window is still limited.

Our guide will help you navigate the steps needed to make the most of this tax incentive. From determining eligibility to claiming the write-off, we’ll walk you through how to maximise your tax benefits and position your business for growth.

At Cordner Advisory, we specialise in guiding businesses through the complexities of tax law, ensuring you seize every opportunity for financial gain. Don’t leave money on the table—take control of your financial future today. Contact us to learn more about how we can help you leverage the Instant Asset Write-Off and other tax benefits.

Essential Year-End Tax Planning with Cordner Advisory
Essential Year-End Tax Planning with Cordner Advisory

At the end of the financial year, the ATO intensifies its efforts to ensure businesses and individuals adhere to tax regulations. This period sees an increase in compliance checks, making it crucial for you to stay informed about the ATO's focus areas. Understanding these focus areas and implementing strategies to maximise your tax deductions while minimising risks is essential for maintaining financial health and avoiding penalties. In this blog, we delve into the ATO's primary targets and offer practical tips to enhance your tax strategy, ensuring you navigate the end-of-year checks with confidence and compliance.

Tax Time Terrors: How to Keep Your Business Safe
Tax Time Terrors: How to Keep Your Business Safe

At the end of the financial year, the ATO intensifies its efforts to ensure businesses and individuals adhere to tax regulations. This period sees an increase in compliance checks, making it crucial for you to stay informed about the ATO's focus areas. Understanding these focus areas and implementing strategies to maximise your tax deductions while minimising risks is essential for maintaining financial health and avoiding penalties. In this blog, we delve into the ATO's primary targets and offer practical tips to enhance your tax strategy, ensuring you navigate the end-of-year checks with confidence and compliance.

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