Perta Thomson Partners - PTP

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Perta Thomson Partners - PTP "Creating Dreams Worth Fighting For" since 2004

When you started your business, what were you hoping it would give you?💰 A better income?🧘‍♀️ More freedom?👨‍💼 The chanc...
13/10/2026

When you started your business, what were you hoping it would give you?

💰 A better income?
🧘‍♀️ More freedom?
👨‍💼 The chance to do things your own way?

Or something else entirely?

For those of you who’ve been in the trenches for a while, when did you last check whether it’s giving you those things?

Looking after clients and keeping everything running can take up most of your time and attention and it’s really common for your own goals to end up on the “I’ll get to that later” list. We see it all the time.

And, those goals might have changed. Perhaps growing the business was your priority in the beginning, but now you’d really like to take a proper holiday or have more time with family.

📝 Here’s a small check-in worth making time for:

Finish the sentence, “I’d like my business to give me more ______.”

Write down what that would look like in practice, then one thing that would need to change to help make it happen.

It’s worth thinking about. Because at the end of the day, the goal is ‘creating dreams worth fighting for’, so let’s make sure you’re still on track.

Got a trust question you’ve been meaning to ask Joe or Tam?This Tuesday they’re running Talking Trusts: How proposed tax...
11/10/2026

Got a trust question you’ve been meaning to ask Joe or Tam?

This Tuesday they’re running Talking Trusts: How proposed tax changes will affect you, a free online session on the proposed trust tax changes and what they could mean for you.

They’ll walk through practical examples, chat about where trusts may still make sense and cover what to consider for existing and new structures. Then we’ll open it up for a live Q&A.

If you already have a trust, or you’re thinking about setting one up, come along and join the conversation.

Tuesday 13 October | 12 noon–12.45 pm AEDT
45 minutes, including live Q&A

Book your free place: https://www.ptps.com.au/upcoming-webinar/

Does your trust still fit your plans?Maybe it’s been in place for years. Or maybe you’re thinking about one as your busi...
05/10/2026

Does your trust still fit your plans?

Maybe it’s been in place for years. Or maybe you’re thinking about one as your business or investments grow.

Either way, the proposed tax changes raise some good questions about how a trust could work for you in the years to come. For example:

-How might income distributions be affected?
-What could change around flexibility?
-Where might a trust still make sense?

Joe and Tam will unpack these questions in our free online session, Talking Trusts, using practical examples to show what the proposals could mean for existing and new structures.

We’ll wrap up with a live Q&A, so bring your questions along!

Tuesday 13 October | 12 noon–12.45 pm AEDT

Register for the free session: https://www.ptps.com.au/upcoming-webinar/

28/09/2026

Are trusts still an attractive option under the proposed tax changes?

It’s a question worth exploring whether you already have a trust or are considering one for a business or investments. Understanding how the proposals could affect flexibility is part of that discussion, alongside the reasons you might choose a trust in the first place.

In our next free online session, Tam and Joe will explore where trusts may continue to make sense and what to consider when reviewing an existing structure or planning a new one.

There’ll be practical examples and a live Q&A at the end.

Tuesday 13 October | 12 noon–12.45 pm AEDT

Register here: https://www.ptps.com.au/upcoming-webinar/

22/09/2026

The draft legislation following the Federal Budget’s announcement on discretionary trusts has arrived. If you have a trust, the question is what the proposals could mean for you in practice.

PTP’s award winning advisors, Joe and Tam are hosting a free online session to work through the potential implications for income tax and the way your structure operates, using practical examples to make the detail easier to understand.

We’ll look at both existing trusts and new structures, then finish with a live Q&A so you can ask about the issues that matter to you.

Join us on Tuesday 13 October, from 12 noon to 12.45 pm AEDT.

Register for the free session: https://www.ptps.com.au/upcoming-webinar/

20/09/2026

It’s Grand Final week 🏆 and this weekend, every player on the MCG will leave everything they have, out there, on the field.

Business owners know that feeling and they understand the passion it takes to build something worth fighting for (or as we say at PTP, creating dreams worth fighting for). We see it every day.

But passion can fade and even footy teams can hit a wall when the going gets tough. 😔

Our tips can help lift your game: ⤵️

👉If you’d like more advice, click here: https://www.ptps.com.au/reignite-your-passion-for-business-how-to-fall-back-in-love-with-what-you-do/

And good luck on Saturday! 🤞🏻

14/09/2026

Are profit-killers costing your business? 😮📉

We’re talking about those profit-drainers that sneak up and cause you to lose money, before you even know it’s happening. 🫣

They often involve issues with employee productivity, having to repeat work and poor cost management.

Watch Tam explain more in the video, and keep your eyes peeled for those sneaky costs! 👀

It’s not surprising that clear focus can help business owners zone in on what really matters, which in turn helps them m...
09/09/2026

It’s not surprising that clear focus can help business owners zone in on what really matters, which in turn helps them make decisions with confidence. 😎

But sometimes, that’s easier said than done! You sit down to make a decision, and the phone rings, or your email pings and before you know it that focus has disappeared.

So, we’ve sat down and had a brainstorm and are sharing our top tips to help you make decisions with clear focus, below:

📋 Gather reliable financial and operational information to help inform your choice.

🎯 Consider how each option supports your long-term business objectives.

🐌Don’t rush, as some time and perspective can help.

🙍🏼‍♀️Seek an objective opinion from a trusted adviser, mentor or accountant who may identify blind spots you’re too close to see.

It probably won’t be perfect, but a clear process can reduce uncertainty and improve outcomes, which is a win in our eyes.

Can you see clearly now? 🔎

👉 Read more here: https://www.ptps.com.au/finding-focus-for-your-business/

If you’re facing these kinds of decisions, we’re here to help. 🫶🏼

08/09/2026

It was a bittersweet moment as we sent Geoff off into retirement recently. 💙

Over the years, he’s had an impact on so many people, from our team to our clients, their families and their businesses.

And while Geoff might be leaving PTP, he leaves plenty behind (including Creating Dreams Worth Fighting For!)!

Enjoy retirement, Geoff. You’ve more than earnt it, and we’ll miss you!

Although there is one small upside…

No more days spent surrounded by accountants.

Because in case you didn’t know, Geoff doesn’t like them. 😂💙

31/08/2026

Hidden business expenses are no fun, that’s for sure! 🫣

But the good news is, if you know what to avoid, you can work to minimise their impact.

We see so many businesses focus on obvious costs such as wages, tax, rent and stock. 💲

But there’s more to it than that. Among other things, hidden costs can include penalty rates, overtime, workers' comp premium rises, merchant transaction fees, software subscription creep, cyber security incidents, compliance costs, insurance excesses, staff turnover, recruitment, onboarding, and training.

Take five minutes out of your day and ask yourself these questions to see if you’re doing all you can to minimise them. ⤵️

👉 If hidden business expenses are an issue for you, we’re here to help.

Address

140-142 Welsford Street
Shepparton, VIC
3630

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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