SMSF Event: Inviting Success and Reaching your Goals Seminar was a Big Success!

We had a great turnout, fantastic feedback and already people have booked appointments with us to help improve their businesses and explore how self-managed super funds (SMSFs) can help them.

We hope that you learned a lot about SMSFs and/ or transforming your business from ordinary to extraordinary. The key takeaways from this event was that we can help you to establish a SMSF and implement a SMSF strategy. We can also provide you with advice on how to increase the profitability, cash position and value of your business as well as help you achieve your business & personal goals.

Geoff Olds presented on behalf of Jesper Lowgren on how to transform your business and yourself from ordinary to extraordinary. Geoff Old’s is the managing director of TechFlare solutions. His large-scale thinking was recognised when TechFlare won two CRN Fast50 awards and a BRW Fast 100 award. Geoff’s presentation covered how business transformation occurs, how digital disruption effects every business, the change race, thinking differently, the evolution of complexity, the lack of clarity in businesses, simplification, passion, passion as a change agent, how technology has improved but businesses aren’t more productive, asking why, how agility, passion, capability and goals are essential for success.

Julie Dolan explained the fast growth in SMSF, the benefits of having an SMSF including more control, the ability to borrow and the tax benefits. Julie Dolan is the CEO and Founder of SMSF Consulting. She has 20 years’ experience in the Accounting and Financial Services Industry. Julie also presented the considerations when starting a SMSF including the administrative requirements of having a SMSF, retirement planning and estate planning.

If you haven’t already, we’d love to talk to you about your objectives, so to book in an appointment – please contact Melanie from ATB Chartered Accountants and mention you were at the Seminar, / 02 9687 1042.

CONTACT ATB Chartered Accountants:

PO Box 970, Parramatta NSW 2124
Suite 4 Level 3 Charles Street, Parramatta NSW 2150
t + 61 2 9687 1042

This article is provided as general information only and does not consider your specific situation, objectives or needs. It does not represent accounting advice upon which any person may act. Implementation and suitability requires a detailed analysis of your specific circumstances.