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Tax & Financial Planning Workshop for Lawyers in Melbourne: Maximise Your Tax Returns This Financial Year

Join Wilson Pateras’ FREE tax minimisation and financial planning workshop.

Whether you’re setting up a law practice, becoming an equity partner or already have your own law practice, this workshop will provide you with insights and actionable tips including but not limited to taxation strategies.

SOLD OUT

What You Will Learn

As specialised accountants for legal professionals and as Accounting Firm Of The Year 2019 Australia Wide, Wilson Pateras can help you create clear road-maps to help you achieve your financial goals. In this workshop, we will cover:

There are only 20 seats in this workshop so reserve yours before it’s too late.

Event Agenda

07:15 AM

Registration and Breakfast

07:30 AM

Introduction

07:35 AM

Mark Forte – Tax Minimisation

08:05 AM

Andrew Huyton – Financial Planning

08:30 AM

Tax Workshop – Q&A

09:00 AM

Workshop Ends

Event Location

Our Speakers

Mark Forte

Principal

With over 25 years’ experience in the business services and professional advice space, I have been fortunate to have experienced and given guidance on many tax and non-tax issues over my professional lifetime to lawyers, partners and barristers.

A selection of those areas of advice include structuring and restructuring options for businesses and investment using trusts, companies and self-managed superannuation funds dealing with tax such as CGT, GST and Stamp Duty, assistance with audits conducted by various tax bodies and negotiations with the Australian Taxation Office or State Revenue Office on behalf of clients, advice and guidance in relation to family, estate and business succession planning, international tax, deceased estates and management consulting.

About Us

Wilson Pateras are an award-winning accounting firm supporting Australian lawyers to achieve both their immediate financial goals and to create wealth for a secure financial future with our tailored services. Having worked with hundreds of lawyers, barristers and partners we have established our role as the specialist practice of choice for legal professionals.

What Our Clients Say About Us

Reserve Your Seat

FREE
  • 1,5 hour workshop
  • Light breakfast

Mark Forte

Principal

About

With over 25 years’ experience in the business services and professional advice space, I have been fortunate to have experienced and given guidance on many tax and non-tax issues over my professional lifetime to a wide variety of clients in industries including manufacturing, law, retail, property, medical and the professional services industries.

A selection of those areas of advice include structuring and restructuring options for businesses and investment using trusts, companies and self-managed superannuation funds dealing with tax such as CGT, GST and Stamp Duty, assistance with audits conducted by various tax bodies and negotiations with the Australian Taxation Office or State Revenue Office on behalf of clients, advice and guidance in relation to family, estate and business succession planning, international tax, deceased estates and management consulting.

Qualifications & Memberships

  • Fellow of the Taxation Institute Accountants (FCA)
  • Diploma of Financial Planning
  • Registered Tax Agent
  • Member of CA Australia

Industry Specialisations