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Business Briefing: ATO Hotspot Issues for Family Business for Forum Group Participants - May 2025 (WA)

Business Briefing: ATO Hotspot Issues for Family Business for Forum Group Participants - May 2025 (WA)

PerthWA

FBA and National Partner, KPMG, are delighted to bring together our Western Australian Forum Group community to learn from Directors of KPMG’s Enterprise Business & Tax Advisory team, Ms Rebecca Chivers and Mr Jason Gaudoin. The ATO has recently released its priority focus areas for private wealth in 2025, which include reviewing the affairs of wealthy family groups involved in planning, structuring, and exit/disposal activities.

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Business Briefing: 'Developing a Culture Code' for Forum Group Participants - June 2025 (VIC)

Business Briefing: 'Developing a Culture Code' for Forum Group Participants - June 2025 (VIC)

MelbourneVIC

FBA and National Partner, ANZ, are delighted to bring together our Victorian Forum Group community to learn from the case study of Sutton Tools, a family-owned business founded in 1917, renowned for their high-quality cutting tools and power tool accessories, who enlisted employees across their organisation to co-create The Sutton Tools Way.

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Featured Events

Planning Succession for Family Business Course - Online - Mar 2025

 Online via Zoom

Every family business needs to start planning for their future leadership. Whatever your planning horizon is to transitioning your business, now is the time to start having the conversation. Succession is one of the greatest challenges associated with running a family business. Please note the session time is set in AEDT and adjust accordingly for your local time zone.

Wealth 3.0 Advisor Masterclass (Sydney) – Mar 2025

 Bentleys Accountants - 14/60 Margaret Street, Sydney

This interactive session focuses on the ‘next generation’ of Family Business Advisor, based on the recent research and publication.

Family Business Essentials Workshop (QLD In Person) - June 2025

 Karstens - Level 24, 215 Adelaide Street, Brisbane Queensland 4000

Research indicates family businesses consistently out-perform non-family businesses in terms of return on investment and market value. So what are the advantages available to a family business that can make them more successful?

QLD Advisor Connect Meeting - Mar 2025

 Sparke Helmore Lawyers - Level 23/240 Queen Street, Brisbane / Hybrid via Webex

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.

Meet the Owner - Driveline Services Australia

 56 Colebard Street, East Acacia Ridge QLD 4110

Join us for a member only, Meet the Owner event as Driveline Services Australia opens their door to their business.

NSW CBD Advisor Connect Meeting - Mar 2025

 Swaab - Level 4/20 Hunter St, Sydney NSW 2000

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.