

Time & Location
12 Mar 2025, 12:30 pm – 1:30 pm AEDT
Zoom
About the event
Find out how it can build and transform your accounting and financial planning practice.
Out Strategist members have access to Surge which is a direct line into LY Legal where your legal questions are answered for you. Other firms charge $3,000 per annum and more for email access - with Surge you have direct access to legal support with Tony Anamourlis - head partner at LY Legal, reviewing all queries. If a query needs escalation in terms of documentation such as a deed of rectification or lost deed then a quote will be provided witih a turnaround time. For more detailed matters a legal costs agreement will be sent out to the adviser or the client.
LBO on the other hand is a partnership arrangement between LY Legal and our Strategist and other accountants, planners and advisers where more extensive Family Wealth Protection, Restructuring and SMSF strategy work is conducted…