Latest Resources

  1. Tax Planning with ownership structures - Best practice structures for SMEs
  2. Tax Planning within ownership structures
  3. Practical applications of business interests within SMSF
  4. Practical tax planning opportunities for business growth
  5. Succession and exit strategies for Business Owners
  6. Anti-detriment deductions
  7. SMSF borrowing
  8. Practical Tax Planning for Business Growth - Notes on the presentation
  9. Tax Planning Within Ownership Structures - Notes on Presentation
  10. Practical applications of business interests within a SMSF

Event Schedule

Lead Adviser Training Programme

Melbourne Wednesday 5th Aug 09 – Thursday 6th Aug 09
Sydney Thursday 13th Aug 09 – Friday 14th Aug 09

For experienced advisers who want to serve wealthy families and business owners with more confidence and success, this programme helps them in building a better business model with higher fees and happier clients.
More Information and registration

Previous Events

Estate Planning Strategies for Private Clients

Altered estates, blended families & complex intergenerational issues directly affect the process of structuring any estate plan. Attending this event is a fantastic way to make sure you and your colleagues are up to speed with the latest strategies. more... | Event Blog

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