Whether you're new to FBT and Trust Distributions or looking to refine your approach, this webinar will equip you with industry-leading strategies. Join Rebecca Mihalic FCA, Director at businessDEPOT, as she guides you through the essentials:
- Mitigate Risk, Add Value: Discover the critical timing of FBT and trust distribution engagements to protect and enhance your client relationships.
- Ensure Profitability: Learn how to price your FBT and trust distribution services effectively, ensuring your efforts pay off.
- Educate Your Clients: Gain insights on simplifying complex concepts for your clients, making you an indispensable part of their financial planning.
- Leverage Technology: Explore innovative tools to streamline your engagements and make this EOFY your most efficient yet.
Speakers
Ethan Cooney
Sales & Partnerships Manager, APAC & EMEA | Ignition
Winner of 2021 Accountants Daily 30 under 30 'Tech Innovator' award, Ethan manages strategic partnerships for Practice Ignition throughout Asia-Pacific.
He brings 8+ years of experience working within the Xero ecosystem to help accounting firms implement technology to run more efficiently, be more profitable and deliver a premium client experience.
I'm passionate about people, and a total advocate for technology. I love helping businesses create efficiencies and work more productively. On the weekends, you'll find me catching a wave, climbing a mountain or enjoying a cold drip coffee at my local cafe.
Rebecca Mihalic
Head of Accounting (APAC) at Ignition and Director | businessDEPOT
Rebecca Mihalic is a Fellow of the Chartered Accountants Australian and New Zealand and an Australian Registered Tax Agent. She has been working in public practice since 2003. Rebecca was a co-founder of Aptus Accounting & Advisory which was named the 2018 Innovator of the Year at the Australian Accounting Awards and is now a director of businessDEPOT, the 2022 Multiservice Firm of the Year. Rebecca has earned a reputation for her leadership, passion and commitment to the accounting industry and recently won 'Thought Leader of the Year' in the prestigious 2021 Australian Accounting Awards