Live & Online Events

Festive season office hours

  • noon Friday 20 December – closed until
  • 9am Monday 6 January 2025 – open for business as usual

7pm AEDT Thurs 9 JanProtect your LegacyFREE online Estate Planning & Wills Q&A with legal expert Grant Abbott & Cass – click here to join or enter Meeting ID 444 609 147 905 Passcode rW7ry6mp

12:30pm AEDT Thurs 16 Jan – FREE online Q&A with Cass – click here to join or enter Meeting ID 462 500 612 451 Passcode SmrGWX

*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.