Live & Online Events

 

Video recording Protect your LegacyEstate Planning & Wills Q&A with legal expert Grant Abbott and discount code for Grant’s Family Wealth Protection book

7pm QLD time Mon 10 FebFFS live seminar with Ainslie Bullion – MyPlace Toowoomba Library 3rd floor, cnr Herries and Victoria St Toowoomba, Queensland

6:30pm AEDT Wed 19 Feb – FREE online Q&A with Cass – click here to join or enter Meeting ID 432 970 386 839 Passcode YL2Jy2mA

*all times AEDT (Canberra time)

We know you needed to speak to your accountant sometimes, but simply can’t get through or end up playing phone tag…especially at ATO deadline time. So for our clients who have questions, we have set up two new booking options for your questions about either

  • contribution, pension, tax or other technical matters, or

  • SMSF financials and annual return matters.

CLICK BOOK APPOINTMENT (top right of our website) > select the relevant option > select YOUR accountant from the list > select your preferred date & time > enter your details and your question > BOOK and your appointment will be entered into your accountant’s diary. Note, these appointments by Teams video conferencing. 

Got an SMSF but not with us? Book the Existing SMSF Onboarding Consult – Personal Session for people with existing SMSFs who are interested in moving their SMSF administration/accounting across to us and have questions about our fees, the process and other technical matters.