With COVID-19 disrupting our plans for client seminars during the earlier months of 2020, we were able to hold our first seminar during October 2020 at the Loxton Golf Course. Midsec (Matt Stobart) and NDA Law (Lisa Christo) provided attendees with valuable information regarding investment markets (including how to position a portfolio in the current investment market without too much risk) and estate and succession planning for family businesses (particularly those that often have complex structures and significant family assets - like farming families).
The information presented was easy to understand and provided attendees with "food for thought" about how concepts may be applied in their personal circumstances.
The information presented was easy to understand and provided attendees with "food for thought" about how concepts may be applied in their personal circumstances.
A further client seminar was held in Berri in September 2019 with presentations from NDA Law (Andrea Michaels and Thea Birss) regarding developments in employment law, and an update from Midsec (Matt Stobart) on the state of the financial market. The session was well attended and positive feedback was received from a number of client regarding the quality of the information presented.
The latest client seminar was held in Waikerie on 3rd June and was presented by Andrea Michaels and Thea Birss from NDA Law about recent developments in employment law and what impact recent cases may have for employers. The content was extremely relevant and thought provoking for every person attending the session. Feedback from the attendees has been extremely positive with people indicating the found the information extremely valuable and thought provoking as an employer. We plan to hold another of these seminars in Berri in the near future.
Early 2018 saw BVMS Chartered Accountants embark on a Single Touch Payroll (STP) education campaign for their clients. With all employers being required to report their wages via this new ATO requirement from 1 July, we started to prepare our clients for these new requirements with a series of informative emails and seminars which were held in both Waikerie and Berri. Our clients were able to clearly understand the new reporting requirements and all will be STP compliant in early July 2019.
March 2018 saw BVMS Chartered Accountants and Midsec (formerly Middletons Securities) hold another client seminar at the Waikerie Football Club. Matthew Stobart from Midsec provided a summary of their best investment ideas for 2018, followed by Ben Venning and Markos Stavrou providing information about different types of business structures and the pros and cons of each. Attendees left with a greater understanding of the benefits and risks of different business structures and food for thought as to whether their current structure was still suitable for their situation.
Our latest client seminar held at the Waikerie Hotel on the 20th March was the latest opportunity for clients to hear presentations from Andrea Michaels (NDA Law) and Matthew Stobart (Middletons Securities) to present relevant, up to date information on estate planning options for family businesses and the upcoming superannuation changes and investment market predictions for 2017.
Ben, Markos and Anna recently attended a financial market update held by Middletons Securities in Adelaide with some other business people. We were fortunate enough to meet Mick Collis after hearing his laugh out loud, true story about his journey following his childhood dream to represent Australia..... He just never thought it was going to be in Sudoku...
Our second client seminar was held on 5th November and gave clients a further update and demonstration of the latest software available in the market and development of cloud based solutions. The session was held at the Waikerie Hotel and was well attended by a mix of clients and other interested community members
BVMS Chartered Accountants held their first client seminar at the Waikerie Hotel on the 18th February. Clients had the opportunity to hear about the latest updates for accounting software, including the introduction and demonstration of cloud based solutions. Over 20 clients attended the session and their feedback has been overwhelmingly positive, with a number of clients electing to start using a cloud based system.
Graduation Ceremony
In early January, BVMS welcomed Gurpreet Kaur to our team for a 3 month professional internship. The professional year program (run by Navitas) follows the completion of her Master of Accounting Studies. We congratulate Gurpreet on completing her professional year program which was recognised at a graduation ceremony in Adelaide during February. BVMS Chartered Accountants looks forward to continuing a working relationship with Gurpreet at the completion of her internship. |
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