Key Discussion Points

April 2024

April 2024
International Leaders: Opportunity for Complimentary FY25 Planning Session

New Financial Year is upon us, whether you are considering a future exit or aiming to bolster your market position, the roadmap to success involves strategic planning tailored to encapsulate the essence of your hard work in your business value.  

 

Victorian Leaders are excited to invite you to a pivotal Business Strategy Planning session led by Advisory Board Member, Matt Murphy. With a rich background in mentoring over 1,000 businesses across various sectors. Matt, a published author brings a wealth of experience and insight, his guidance extends beyond traditional financial advice, and focuses on strategic growth and asset value enhancement tailored for SME business owners. 

 

The Business Strategy Session on Thursday 9th May 9.00am – 12.30pm will cover:

  • Setting the right business plan for growth
  • FY25 and beyond - strategy for the long term while delivering short-term results
  • Purposeful businesses
  • Empowering business owners to achieve their aspirations by delivering value through advice, services, networks, education and access to capital
  • Building a scalable and sustainable business model

This complimentary session, valued at $10,000+GST, is an unmissable opportunity to engage with industry leaders directly.  

 

If this sounds like something you would like to learn more about, please RSVP by Thursday 2nd May 2024, to attend this complimentary planning session. It will take no longer than 1-2 minutes to register.

Wealth Management - Advice, Client Service & Experience

The Kids Are OK: Effective Intergenerational Wealth Transfer

Intergenerational wealth transfer is more than just passing on assets; it's about securing the financial future of generations to come.

Wealth Management - Advice, Client Service & Experience
Wealth Management - Advice, Client Service & Experience
Wealth Management - Advice, Client Service & Experience

Corporate Actions & Updates

As part of keeping you up to date on the communications that we are discussing with clients, please click below for the most recent notes.

NextDC Limited (NXT) - Retail Entitlement Offer (Do Not Participate)

Wealth Management - Advice, Client Service & Experience

Recent Monthly Market Update

Click below to read our recent market update for March, released 15 April.

Wealth Management - Advice, Client Service & Experience
SMSF
SMSF

Empowering Women: Bridging the Superannuation Gap with SMSF

Australian women retire with nearly half the superannuation savings of men, a gap currently under scrutiny by the Federal Government.

Accounting

R&D Tax Incentive – June 2023 tax year

R&D tax incentive applications for expenditures incurred during the tax year ended 30 June 2023 are due for lodgement with AusIndustry by 30 April 2024.

Accounting

A unique and personal service approach to support all your business advisory and personal wealth management needs.

wealth strategies
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