Copy of Business Essentials Seminar Series: Tax and Business Planning Workshop


Business Essentials Seminar # 1:


Tax and Business Planning


Thursday June 6th 4.45pm-6pm

Karalta Connect Boardroom

Level 2 Karalta Connect Building (above Trilogy office)


At this time of year it is crucial to take action to minimise your tax and take steps to plan for the new financial year ahead.  This workshop is essential for business owners who understand the importance of taking professional advice and applying it to their situation to help them get ahead.

Tax Planning

In this first session, you will learn how to save $ and at the same time grow your family's wealth in a low risk manner with 4 Key Tax Planning Strategies:

1.      Trust Distribution Resolutions needed BEFORE 30 June 2013 - or pay up to 46.5%

2.      Big tax refunds for prepaid interest for a capital protected share portfolio (with NO cash required before 30 June)

3.      Establish a Self Managed Super Fund (SMSF) - How to make it your family's wealth VAULT and legally pay NIL tax

4.      General tax planning strategies - Key items that mean $ in your pocket

Business Planning

In the second half of this workshop, we will discuss the 5 critical factors when planning your Business’s direction for the next 12 months

1.       Setting the right direction with your Business and Personal goals

2.       The importance of realistic budgets and key performance indicators

3.       Focusing on the right target market and your point of difference

4.       Having the right team to drive improvements

5.       Documenting the goals and strategies into a 90 day action plan


Registrations are essential so please RSVP by Tuesday 4th June.



Venue: Karalta Connect Boardroom
Phone Enquiries: 02 4365 0377
Email Enquiries: info@trilogygroup.com.au


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