Join us for the next Advisor Connect Meeting by registering below.
This is an opportunity for advisors and other professionals across multiple disciplines to learn from each other, understand each other’s expertise and build a network that is required as trusted advisors to the unique Family Business sector.
Your local Advisor Facilitator will be your main point of contact.
Note: This event is for Advisors only.
This month's topic: Superannuation Strategies for Family Business
About our Speaker: Stephen Maze - FBA Accredited Family Business Advisor : https://www.linkedin.com/in/stephen-maze-39799031/
Stephen Maze is a Director of Hayes Knight in the Business Services Division. Stephen is a CA, Tax Agent and Accredited FBA Advisor with over 30 years of experience in professional firms servicing the SME market. Family clients make up the vast majority of Stephen’s client portfolio.
We will have Stephen Maze presenting on Superannuation and specifically the various types of contributions and related strategies that are being implemented for his clients. So a topical subject as we approach another 30 June.
Hayes Knight provides a broad range of Accounting, Tax and Business Advisory Services, including specialist SMSF services and Licenced Financial Advisors who Stephen works with on a regular basis to achieve the best outcomes for their clients.
Come and join our CBD Advisor Connect on Thursday, May 8th for an interactive Q&A session, where we will discuss with Stephen:
- Understanding how to make Superannuation work effectively for Family Offices & Family Businesses
- Understanding how to start preparing for the financial year end
- Discussing some case study examples on how Families businesses can leverage super to their advantage
For those of you that are new to the Advisor Group, this will be a great session to discuss with Stephen his thoughts on how Advisors can leverage this topip to further engage with their Client’s Family Offices and improve their relationship with the family through this important & topical subject.
Please Note the Change of Location for This Event Only
This session will not be held at our usual venue (Swab).
Instead, it will take place at:
Boardroom at Hayes Knight
Level 2, 115 Pitt Street, Sydney
(Foyer opens at 7:30 AM | Session starts at 7:45 AM)
BYO coffee – pastries will be provided.
We look forward to seeing you there.
Thank you to our Event Host
Please contact the FBA Office on 1800 249 357 if you need assistance registering for this event.
Click here to view the terms and conditions.
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