With the end of the financial year fast approaching, now is the time to get strategic - not just compliant.
We invite you to join us for a practical, insight-packed webinar designed specifically for small and medium-sized business owners. Facilitated by Peter Revelas, our experienced advisors Kristy Binns and Shaun La Motte will cut through the complexity of this year's most significant tax and superannuation changes, helping you identify opportunities, avoid costly mistakes, and finish the financial year in the strongest position possible.
This year, more than ever, there's a lot to cover.
Among the key topics we'll explore:
- ATO‑ready income and deductions
What to report, what you can claim, and strategies to implement before 30 June. - Trusts and Division 7A: year end to do list
Year end requirements, common problem areas, and actions to take now to stay compliant. - Federal Budget highlights for business owners
The key announcements that matter most, and how they may impact your tax and planning decisions. - Smarter super strategies before EOFY
How to make the most of contribution caps. Planning opportunities to optimise outcomes. - Getting year‑end sorted
Practical steps to streamline EOFY, reduce last‑minute stress, and start the new financial year well.
Have a question you'd like addressed during the session? Submit it at registration and our presenters will do their best to cover it.
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Date:
Tuesday, 19 May 2026 |
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Time: 9:00am AWST | 11:00am AEST
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Venue: Please note, this webinar is hosted via Zoom.
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Peter Revelas is an experienced accountant who understands the complexity of business operations and family dynamics, which allows him to provide valuable and practical advice to clients as a Partner of RSM in Sydney....
Although Peter’s expertise spans across many areas of business advisory having worked in chartered firms since 2001, he provides a commercial application of technical tax and accounting skills to suit the needs of his clients including family groups, private businesses, SMEs and corporate clients (listed, unlisted and foreign).
Kristy is a Director in our Tax division. With over 20 years of experience in the accounting industry, Kristy brings a wealth of technical and leadership experience, especially in matters concerning tax. ...
Kristy is an expert in the Private Group Tax, advising private businesses of all sizes on various facets tax. Her expertise includes advice on Small Business CGT concessions, Division 7A and Trust matters.
Shaun La Motte is a Director at RSM Australia who specialises in Self-Managed Superannuation Funds (SMSFs) and strategic advisory for high-net-worth individuals, middle market SMEs, and business owners....
Shaun’s focus is on helping clients structure, protect, and grow their wealth through effective SMSF management and tailored estate planning strategies.
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