de Jonge Read, Succession Plus, and LightYear Group (LYG) invite you to 2024’s MUST-ATTEND learning event:
Critical Insights for Accountants, Bookkeepers & Finance Professionals: Mastering Insolvency, Tax Trends, SMSF Optimisation and Wealth Maximization
We delve into crucial topics for you and your clients including:
- How to maximise and achieve successful business exits through
- Early Succession Planning: Emphasizes the need for proactive succession planning to maximize business value and ensure a successful exit, covering goal setting, financial planning, and risk management
- Comprehensive Exit Strategy: Focuses on key areas like value management, employee ownership, tax planning, and post-exit wealth protection to secure a smooth business transition and personal financial security
- How you can self-manage and maximise your superannuation funds specifically,
- Strategic Family Wealth Protection: This presentation emphasizes the importance of family wealth protection as a critical service for accountants, focusing on safeguarding clients’ assets through advanced legal structures, estate planning, and superannuation strategies to ensure wealth is preserved across generations
- Partnership Opportunity: It highlights the benefits of partnering with Legal Back Office, offering accountants a joint venture to enhance their practice, add value to client relationships, and create new revenue streams by integrating specialized wealth protection service
- In the face of the largest number of corporate insolvencies in Australia’s recent history, you will hear how to help your clients, including:
- Practical Market Update: A deep dive into the ATO’s upgraded debt collection toolkit and the growing role of Small Business Restructures (SBR) in navigating financial distress
- Insolvency Strategies: Demystify Director Penalty Notices (DPNs) and discover effective strategies to manage and mitigate client risks associated with significant debts, highlighting the value of timely, high-quality, and ethical pre-insolvency advice
- Real Client Success Stories: Case-based examples of strategies used to guide companies in financial difficulty, applying best practices to avoid common pitfalls
Registration will start at 1.15pm, followed by each seminar topic as above. The event will finish off with complimentary networking drinks after the seminar.
Speakers’ BIO
Dr Craig West (Founder & Executive Chairman of Succession Plus)
Craig is a strategic accountant with over 25 years of experience advising business owners. He founded Succession Plus, Australia’s largest business succession and exit planning firm, and has authored four acclaimed books on these topics. Craig’s innovative exit planning strategies have earned him numerous awards, including the Exit Planner of the Year. He also founded Capitaliz, a leading exit planning software used globally. In 2022, Craig earned a Doctor of Business Administration for his research on business exit strategies in SMEs. He is dedicated to helping business owners maximize value and achieve successful exits.
Grant Abbott (Director of LightYear Group)
Grant Abbott is a leading authority in family wealth protection, with deep expertise in tax, estate planning, succession, and superannuation law. As Chairman of SAPEPAA and Chair of LightYear Group Ltd, he integrates technology with traditional legal practices. A pioneer in the SMSF industry, Grant helped establish the SMSF Association and has authored influential guides. His focus is on safeguarding family wealth across generations, working closely with professionals to provide comprehensive, bloodline-focused advice. Grant has educated over 100,000 SMSF Trustees and continues to innovate in wealth protection.
Hank de Jonge (Executive Director of de Jonge Read)
Hank’s extensive business experience includes senior management in a Top 100 company and previous buying and selling businesses across various industries. Due to a personal life experience, he founded de Jonge Read in 2006 to support business owners in financial distress, offering clear, empathetic guidance through restructuring, asset protection and insolvency. A Certified Turnaround Analyst (CTA), Hank is known for his exceptional project management and commitment to achieving the best outcomes for his clients.
CPD points will be available to all attendees as well!
Limited spots only, RSVP today!
