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Succession, Asset Protection & Estate Planning Intensive Livestream


The New Hybrid Accountant and Planner – Making Waves and Money

Starts at: 09:00 a.m.

Ends at: 04:00 p.m.

Location: Online



About this event

Baby boomers are turning 65 at the rate of more than 5,000 per week in Australia. Those that own businesses need help with preparing the business, their finances, family members, and estate planning for exit, succession, sale, and ultimately, retirement.

Craig West, Michael Jeffriess, and Grant Abbott will go through real client case studies showing you how you can help your clients prepare and execute a strategy to maximise the value of their business and achieve a successful exit.

The New Hybrid Accountant and Planner – making waves and money

The Regulators, both ASIC and the ATO are out for blood. Cancelling AFSL and referring tax agents to the TPB, threatening the use of promoter provisions which can cost up to $5.5M in fines and sending letters to clients on directors obligations. Traditional compliance and tax accounting plus financial planning are not fun anymore and with tough economic headwinds ahead, clients will get tougher.

But not all accountants and planners are sinking in quicksand, some who have chosen to build their skills in the new Hybrid world not only have high client satisfaction ratings but also increase per client revenue with great strategies and an expansion of advice activity to the client’s family. So who are these Hybrid accountants and planners? There are more than 300 in Australia and the rate is growing by 100 per month and all it has to do with is “looking after your client” as the laws ask us to.

In this one day session, three of Australia’s top accounting and planning presenters will bring five “hybrid” strategies and ideas each to the table, including case studies, with recommended pricing, rates of return based on time, client satisfaction survey results, cameos and testimonials from current Hybrid accountants and planners plus so much more.

Attendees will receive 6 CPD points.

Keynote Speakers:

Craig West – Succession Plus Founder & Executive Chairman

Master of succession and exit Planning for the 1 million boomer businesses up for sale in the next decade and employee share plans to really make Hybrid accounting revenues grow.

Michael Jeffriess – We Love Advisory Group, LightYear Group, and SAPEPAA Director

Master of reengineering a compliance and tax accounting practise to have more time for strategies clients and accountants love plus positioning for maximised practise value plus the important “how to” of hybrid strategies.

Grant Abbott – SAPEPAA Chairman

Master of SMSF strategies, property development structures, helping accountants and planners build Wills, EPOAs and Living Trusts plus ensuring ALL structures and family wealth are fortified against litigation, the trustee in bankruptcy, contested estates and built for lineal descendants and bloodline family – the new Royal Family solution.

Event Details

Date: July 15, 2022

Start time: 09:00 a.m. AEST

End time: 04:00 p.m. AEST

Venue: Online