We will focus on:

• Optimising tax benefits
• Efficient management of your business cash flow
• Leveraging R&D claims for your business
• Exploring asset finance options for purchasing vehicles and businesses
• Engaging in a brief Q&A session

Learning outcomes:
• Gain awareness of your tax obligations and discover effective strategies for managing taxes.
• Develop the ability to comprehend financial figures and make well-informed decisions.
• Determine the eligibility for R&D benefits and learn how to secure additional funds.
• Acquire knowledge on efficient financing methods for acquiring vehicles or purchasing businesses.

About the presenters

Sally Wright

Registered Tax Agent, Virtual CFO, CPA

Sally Wright has been working in the industry for 15 years with experience in VCFO at various companies. She has helped many companies achieve great results.
Sally came from China to study in Australia. She had a comfortable lifestyle in China but she always felt that she was like a frog living in a well, she could only see a small part of sky. She now runs her own business helping clients achieve financial freedom.

Gerald Kirk

FIPA Chartered Tax Advisor, Registered Tax Agent, Registered SMSF Auditor

Gerald started his tax and accounting public practice in 1985. The practice has grown rapidly over the years and he and his team help hundreds of clients with their tax, accounting, business and retirement needs to grow and prosper.
In 1991, he formed a property investment and development company and during the next 20 years invested and developed millions of dollars of commercial, industrial and residential properties. In 2000, he started up a regional four-screen cinema in South Gippsland. He is the managing director, employing 20 people and offers entertainment to the South Gippsland and Bass Coast regions in Victoria.

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