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

3rd Annual Family Office Congress

Melborne Wednesday 1st Dec 10 – Thursday 2nd Dec 10

Explore the risks facing wealthy families today and the tools to mitigate them in this landmark event featuring speakers from some of the most successful family offices in Australia and the world.
More Information and registration

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 | Event Blog

Previous Events

Lead Adviser Forum

A practical one-day forum focusing on your business, your people and the best outcomes for private clients. more... | Event Blog

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