Upcoming Events

 


 

Stay tuned for more coming soon...

 

 


Recent Webinars:


Mistakes to avoid when downsizing

Thinking of downsizing? Done the right way, this should empower you to make the best decisions about your financial future and legacy for you family.

In this session Michelle as she goes through the common mistakes made by downsizers and how to avoid them, as well as

  • How long will your money last? 
  • The importance of cashflow planning 
  • Retirement planning 
  • Tax minimisation strategies

 

Click here to watch the Replay

 

Buying property in Super

Investing in property can be a great way to finance your retirement. But what’s the difference between buying property in a self managed super fund (SMSF) versus buying property in your individual name? Will you be better off buying in Super?

 

In this session, Jason will cover the

  • Advantages of SMSF buying property
  • Challenges they many face
  • Types of borrowing and alternatives

 

Click here to watch the Replay

 

Using the right numbers to drive your business profit

In this session, Tony Rule will help you gain clarity, understanding and confidence to drive your business profit.

Here’s a sample of what to expect:

  • The 8 steps to success
  • Find out the 5 key numbers in your business
  • How to use numbers to make quick decisions and move your business forward
  • Be able to identify what levers to pull in your business to maximise profit

 

Click Here to Watch Replay

 

End of Financial Year Planning for Business

In this 15 minute video, Tony Rule discusses how tax planning is more than getting your superannuation payments up to date and purchasing assets before 30 June.

He covers:

  • The importance of getting your structure right
  • Tax planning opportunities
  • Things you need to do before 30 June
  • 7 key questions to ask yourself

 

Click Here to Watch Replay

 

EOFY Super Strategies & Super Cap Changes

This webinar will take you through:

- The cap changes that are coming and how they may impact you. 

- What actions you need to take and when

- Other important EOFY super planning to be aware of.

Click Here to Watch Replay

 

 

End of Year Tax Planning for Business