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Thu, 25 May


Online Event - Zoom

Highlights: 30 Years of Strategies

Are you Interested or Obsessed?

Registration is Closed
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Highlights: 30 Years of Strategies
Highlights: 30 Years of Strategies

Time & Location

25 May 2023, 12:30 pm – 1:30 pm AEST

Online Event - Zoom

About the event

Join us this Thursday at 12:30pm, where we will highlight all the key points of the day into this JAM PACKED one-hour webinar session. You will leave the webinar either with an interest in providing strategies OR hopefully you’ll become obsessed. Don’t miss your chance to gain knowledge from our three directors Michael Jeffriess, Grant Abbott and Ben Gill.

Topics will include:

  • Michael will unleash your potential as he takes you through how to grow your firm.
  • Grant Abbott's strategy session - review of the budget and what he has learned to date in crafting and building strategies for use by accountants and planners and enabling them on the LightYear Docs strategy platform - yes strategies NOT just documents.
  • Go through some old strategies that still work and the new strategies beyond SMSFs and into Family Wealth Protection.
  • Estate Planning strategies – there is gold in protective estate planning using Trusts NOT Wills and why testamentary trusts are vital, using Living Trusts instead of an estate to prevent family provisions claims, plus a launch of world's first SMSF Will with a Testamentary Trust intact from LightYear Docs.
  • Road to business and revenue success with Michael Jeffriess and Ben Gill - how to price and market strategies and more.

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