Fri 23 June 2023 11:00 AM - 3:00 PM
Practical tax strategies for optimising wealth
Every decision you make today directly affects your financial future, so it’s important to understand which tax strategies can help build a robust practice, achieve long-term goals, protect wealth and plan a reliable retirement.
In this workshop session, we'll cover key topics that ensure you're making the right financial decisions now and in the future.
Topics include:
- The right business structure for you
- Smart tax strategies for optimising wealth
- Keeping ahead of the latest tax legislation
- Managing debt tax effectively
- Protecting important assets.
We’ll discuss the best ways in which to keep your business structures, strategies and money matters as simple as possible – this will be an interactive session with dedicated question time. Includes lunch and networking opportunity.
Presented by Mr Jim Tsirtsakis, Mr Nick Fennessy. The Bongiorno Group.
Proudly supported by
CPD hours: 2 non-clinical hours
RSVP by 16 June 2023.
Stay COVIDSafe at ADAVB events.
Please note: Photographs may be taken at this event and may be used on the ADAVB website, social media or publications to promote ADAVB events and ADAVB membership. Please advise us if you do not wish to be photographed.
Schedule
11.00am Registration and arrival
11.30am Lecture – Mr Jim Tsirtsakis, Mr Nick Fennessy
12.30pm Q&A
1.00pm Lunch (sit down meal) & networking
1.45pm Bongiorno Quiz & Draw Prize
2.30pm Summary of key points
3.00pm Close
Speakers
Mr Jim Tsirtsakis 
Director Jim Tsirtsakis has been with The Bongiorno Group since 1988, managing specialist accounting and taxation needs as well as insurance and finance advice to dental and medical professionals. Holding professional qualifications including a Bachelor of Business degree, Jim is also a Certified Financial Planner (CFP), a Chartered Tax Advisor (CTA) and is a Fellow of the Institute of Public Accountants (FIPA). Jim regularly speaks on taxation matters to dental and medical associations around Australia, most recently at the September ANZAOMS Conference in Melbourne. Jim has also completed the education requirements set out by the Financial Adviser Standards and Ethics Authority (FASEA). FASEA was established by the Federal Government in 2017 to set the education, training and ethical standards of licensed financial advisers in Australia.
Mr Nick Fennessy 
Director Nick Fennessy joined The Bongiorno Group in 2008 and provides specialist advice to dental and medical professionals.
He holds a Bachelor of Business Management (majoring in Accounting and Finance), an Advanced Diploma in Financial Services, as well as many other professional qualifications.
