INDEPENDENT | NON-PROFIT |SUPPORTING LOCAL BUSINESS
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April
We’re pleased to invite members to join us in celebrating the start of the 2026 Bickley Harvest Festival! Mix and mingle with esteemed producers,
We’re pleased to invite members to join us in celebrating the start of the 2026 Bickley Harvest Festival!
Mix and mingle with esteemed producers, community leaders, and fellow Harvest Festival enthusiasts.
The Bickley Harvest Festival celebrates the harvest of the beautiful Bickley Valley and is the premier tourism event for the region.
Date: Thursday, 30 Apr 2026
Time: 5:30pm – 8:00pm
Venue: Hainault @ Carmel – 51 Carmel Rd, Carmel WA 6076
Member Pricing – $65 includes selection of light food and drinks
Grab your tickets below but don’t wait – we expect this event to once again sell out!
Hainault at Carmel
51 Carmel Rd
June
Creating Wealth in Super for Business Owners and Their Employees Superannuation is one of the most powerful tools for building long-term wealth,
Creating Wealth in Super for Business Owners and Their Employees
Superannuation is one of the most powerful tools for building long-term wealth, yet many business owners and employees fail to take full advantage of it.
This practical workshop is designed to help both employers and their teams better understand how to use super effectively, comply with obligations, and plan for a secure financial future.
What we’ll cover:
· Superannuation Basics – Understand your obligations as an employer, current thresholds, and the latest Superannuation Guarantee (SG) rate.
· Salary Sacrifice – Explore how salary sacrifice works, its advantages and potential pitfalls for both employers and employees.
· Tax Deductibility of Contributions – Learn the difference between employer and personal contributions, and how to maximise tax efficiency.
· Contribution Caps – Get up to date with concessional and non-concessional contribution limits and how to stay within them.
· Cash Flow Management – Plan ahead for quarterly super payments without impacting your business operations.
· Single Touch Payroll (STP) – Ensure your reporting is accurate, compliant, and integrated with super contributions.
· Super Guarantee Charge (SGC) – Understand penalties for late or missed payments, and how to avoid them.
· Self-Managed Super Funds (SMSFs) – When are they suitable for small business owners and what to watch out for.
· Using Super as a Business Owner – Discover strategies for paying yourself while building meaningful retirement savings.
· Estate Planning – Keep wealth in the family and minimise tax impacts through smart planning.
· Recent and Upcoming Law Changes – Stay informed about important legislative updates, including Division 296 and what it means for high-balance super funds.
Whether you’re a sole trader, small business owner, or an employer looking to better support your team, this session will provide you with the clarity and confidence to make super work for you.
YOUR LOCAL EXPERTS THIS MONTH ARE
Julie Matheson has been a pioneer in financial planning since 1987, and is a global Certified Financial Planner (CFP®) and past non-executive director of the Financial Planning Association of Australia (now FAAA). With decades of hands-on experience, Julie is now dedicated to training and mentoring the next generation of advisers, helping shape a strong and ethical future for the profession.
Peter Stewart, CFP® AEPS® FAFA, is a seasoned financial adviser with over 35 years of experience. After founding a successful Perth-based practice, he sold the business in 2020 to focus on mentoring and consulting to other financial advice firms. He now specialises in helping practices embed estate planning services and develop succession strategies. Peter no longer provides personal financial advice, instead channelling his energy into guiding firms through growth, transition, and longevity.
GET YOUR TICKETS BELOW!
