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

Succession Management Forum

Sydney Tuesday 28th Sep 10
Melbourne Thursday 30th Sep 10

Delve into the myriad of business succession strategies using the tools & frameworks from some of Australia's very best business advisers.
More Information and registration

Lead Adviser Forum

Sydney Monday 9th Aug 10
Melbourne Thursday 12th Aug 10

A practical one-day forum focusing on your business, your people and the best outcomes for private clients.
More Information and registration

Previous Events

Family Wealth Investing Forum

Take a closer look at the investment principles & practices of some of Australia's most wealthy families and their advisers in a practical one-day setting. more... | Event Blog