This is a Group for Partners and Managers in charge of the SMSF Division of small to medium firms. We meet once a year to discuss issues as well as technical matters relevant to SMSF Administration and Audit.  There is a structured Agenda, meetings are held in the Sydney CBD.  Some regional firms participate.

The Group works regularly with Thea Foster to share experiences and support each other.  Normally a CAANZ representative attends to discuss SMSF issues with members.

Member firms benefit in many ways

• Confidence – discovering that firm methods and results align with those of other successful SMSF practitioners
• Professional development – exposure to a range of highly-powered presenters, who are regularly featured at meetings. The hours constitute applicable CPD hours.
• Voice – a dynamic, as a close-knit professional association the Group functions as a lobby, with genuine power to impact the decision-makers within the industry.
• Network – a responsive, well-connected network has massive value.
• Focus on Practice Management – often training and meetings focus on technical matters, this Group provides discussions on the day to day management of the SMSF Division of a firm.
• This is one of the cheapest and most effective forms of practice management and marketing training.

Thea Foster acts as facilitator of the Group, she prepares the Agendas, arranges special guest speakers, Chairs the meetings and ensures follow up on Taking Action items from the meeting discussions.

Like most practice consultants, Thea is also a chartered accountant.  She first worked in large firms, then left and set up her own small firm.  After time, Thea admitted a partner, bought him back out, then merged her firm.  Later Thea sold out of the merged firm and now provides practice consulting to firms.

Given she grew up on the land, Thea has a particular interest in supporting regional based firms.   Thea has been called “the accountants’ accountant”, a fitting description.

Call 02 9968 1130 or 0419 68 11 33 or email thea@addedvalue.com.au to discuss how the meetings could benefit your firm and to request an Agenda for the next meeting.

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