Upcoming Events



Trustee Training 2022



Date: 2 February 2022

Time: 12.00pm - 12.45pm 


A Self Managed Super Fund (SMSF) gives you the freedom to take control of your Super.

This webinar provides SMSF Trustees with guidance, the most up-to-date information, plus tips and strategies to help you reach your retirement goals. You will also understand your role and responsibilities as a Trustee.


In this webinar Jason will cover:

– How Trustees should plan for their retirement needs.

– Investment restrictions imposed on SMSF trustees.

– The rules and limitations surrounding SMSF contributions and benefit payments.

– The administration involved with a SMSF including clarification on key terms and legal jargon.

– Possible scenarios a trustee may encounter.




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