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Recent News
Advisory One keeps you up to date on the latest news that you need to be aware of!
What the ATO Accepts as Proof of Expenses
Many people assume their bank statement is enough to support a deduction claim. Unfortunately, that's not always the case. What a Bank Statement Shows A bank statement generally proves: A payment occurred The amount paid The date of payment What it often doesn't show...
A Financial Health Check for Small Business
When Was the Last Time You Checked the Health of Your Business? Business owners often focus on serving clients and managing day-to-day operations. Unfortunately, this can mean important financial indicators go unreviewed. Five Numbers Every Business Owner Should...
Going Paperless: A Practical Guide for Small Business
Paper receipts, filing cabinets and overflowing folders are becoming a thing of the past. Going digital can improve efficiency and reduce risk. Benefits of Digital Record Keeping Time Savings Documents are easier to find and retrieve. Improved Accuracy Digital systems...
Business Administration Habits That Save Time
The Small Habits That Make a Big Difference Many business owners spend more time than necessary on administration because processes haven't been established. A few simple habits can dramatically improve efficiency. Habit 1: Reconcile Weekly A quick review each week...
The 5-Year Rule Explained
A common question we receive is: "How long do I need to keep my tax records?" For many individuals and businesses, the answer is five years. Why Five Years? The ATO may review tax returns and supporting documents after lodgement. Keeping records ensures you can...
Digital Record Keeping Tips for Busy People
Is Your Filing System Stuck in the Past? Many businesses still rely on paper receipts, folders and filing cabinets. While these methods can work, digital record-keeping is often faster, safer and easier. Benefits of Going Digital Save Time Finding documents becomes...
Why Keeping Records is More Important Than Ever
Proper record keeping isn't just about satisfying the ATO – it's one of the easiest ways to protect your financial position. As data matching becomes more sophisticated, maintaining supporting documentation has never been more important. Why Records Matter Records...
Why Good Record Keeping Is One of the Best Financial Habits You Can Develop
When most people think about tax and accounting, they think about numbers. However, behind every tax return, BAS, financial statement and business decision is something much more important – good records. Whether you're an employee, investor, sole trader or business...
The Documentation Checklist Every Taxpayer Should Have
Good record keeping is one of the simplest ways to make tax time easier. Unfortunately, it's also one of the most overlooked. Maintaining proper records throughout the year can help maximise deductions, reduce stress and provide confidence if the ATO ever reviews your...
Key Reporting Obligations for Tradies After EOFY – TPAR and Long Service Leave
July Compliance Checklist for Tradies With the end of the financial year behind us, July is the ideal time for tradies and construction businesses to ensure their reporting obligations are on track. Taking some time now to review your records can help avoid...
Get in touch with Advisory One
Providing individual and small businesses with a complete financial service.
Brad Evans
Director
Brad studied a Bachelor of Business (Accounting) at CSU, finishing in 2003. Brad became CA qualified in 2006.
Brad commenced work at YBM in 2003, becoming partner in 2014.
With great opportunity, opened Advisory One in October 2020.
Outside of work, Brad was married to Jen in December 2017. Brad & Jen have their first child, ‘Freddie’ due in March 2021.
Brad enjoys catching up with friends for a beer or coffee and is a passionate NRL supporter following the mighty Roosters.
Raquel Boatswain
Manager
Raquel studied a Bachelor of Accounting (HRM) at CSU, finishing in 2014. Raquel went on to complete her CA in 2018.
Raquel commenced work at YBM in 2013, becoming manager in 2019.
Outside of work, Kel enjoys exercising and catching up with friends over a good coffee and breakfast.
Kel with a new house, is becoming quite the gardener and landscaper. It is always exciting to watch the changes.
Rebekah Myers
Administration Manager
Rebekah studied a Certificate 3 in Business.
Rebekah commenced work at YBM in 2016, becoming an asset to the A1 administration.
Rebekah is starting a Certificate in Accounting & Bookkeeping to broaden her horizons, while owing a local bricklaying business, Waters Bricklaying.
Outside of work, Bek enjoys time with her partner, Dean & 2 year old, Lewie. Bek enjoys catching up with friends, camping & all things outdoors.
Christine Medina
Senior Accountant
Christine studied an Associate Diploma in Accounting at TAFE, finishing in 1996. Christine went on to study a Bachelor of Business (Accounting) at CSU, finishing in 2003 and became a CA in 2007.
Christine commenced at ITP in 1998, then went on to work for CDH Accountants in 1999. In 2006, Christine begun work at NSW Health Dept, then transferred to the Anglican Diocese as the CFO.
Christine then went on to work with Lesley Bull & Associates in 2011, until the business was bought over by YBM in 2013.
Outside of work, Christine enjoys spending time with family, attending her local church and travelling the world when not restricted by COVID.
Veronica Alexander
Bookkeeper
Veronica studied and completed the Certificate IV in bookkeeping in 2016.
Veronica has worked within the public service sector, Nestle and YBM before moving to Advisory One in October 2020 as a Bookkeeper.
Veronica has over 30 years’ experience in all areas of Administration, Client Services, IT and Payroll. Outside of work Veronica enjoys lawn bowls, sewing and being with her family.
