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EVENT DETAILS

EOFY Breakfast - Take control of your money

  • 12 Jun 2019
  • 6:45 AM - 8:30 AM
  • The Lakehouse Sunshine Coast - 15 Freshwater St, Mountain Creek QLD 4557

Registration

  • $55
  • $82.50
  • $650. Available to both members and non-members. Please include the name of attendees and dietary requirements below.
  • $120. Trade Tables are available to Members Only and include 1 member ticket.

EOFY Breakfast - Take control of your money

Whether you’re looking to take a financial step up or you’re reaching for a lifeline, we are answering all your money questions with our expert finance guest speakers – Eliza Anders, Head of Small Business Banking for ANZ Queensland, and Peta Grenfell, Managing Director of the Bentleys Sunshine Coast office.

As we near the end of financial year, all businesses should take the opportunity to review their financial situation and take a close and realistic look at their current situation and future opportunities.

With our guest speakers highly experienced in business finances, from a banking as well as accounting and taxation perspective, you can get real insights into how you can improve and grow your financial position and take away some tips and templates to use in your business straight away.­­­­

What we’ll explore:

  • Improving your financial literacy – get excited about reading your financial statements by knowing what to look at, how to read it and how this can inform better decision making.
  • Preparing for a loan – finding the right balance for minimising tax but having enough proof to apply for a loan. Learn what the bank wants from you and what your accountant can do to make the application process smooth and fast.
  • How to get help when you feel like you’re drowning – you’re not alone and it’s not impossible to turn things around.
  • When to reach out – learn what your banker and your accountant can do for your business

Your hand-picked guest speakers

Money is a massive part of running a business, and although it may not be the main reason we each get out of bed and get excited for the work day, it is certainly what makes the cogs turn and can be one of the most stressful elements if you’re not certain on where from and when it’s coming and then where it’s going.

We chose these two guest speakers for our end of financial year money-focussed breakfast so that you can hear from two key sectors of the finance space – the bank and the accountant.  Additionally, we chose these two women specifically as they are so passionate about teaching business women to take control of their money with confidence and are incredibly experienced and insightful. Here is a snapshot of their background, and you will learn and appreciate even more about them at our upcoming breakfast.

Eliza Anders

Eliza Anders is the Head of Small Business Banking for ANZ Queensland - leading a team of bankers who specialise in business needs of customers in the small business sector.

Eliza has 19 years’ experience leading people, driving high performance cultures, building internal and external relationships, coupled with a dual skillset learnt in a banking environment together with financial analysis as a Chartered Accountant.

Over the past 16 years at ANZ, Eliza has held a number of key roles across a breadth of areas including Corporate Banking, Wholesale Credit, HR, Strategy and Small Business Leadership.

On a personal note Eliza is a mother of 3 young boys, who are full of energy and enthusiasm for life (especially Marvels!) and is passionate about diversity (all types), mental health and wellbeing.

Peta Grenfell

Peta is the Managing Director of the Bentleys Sunshine Coast office. With a background as a Compliance Officer at the Australian Taxation Office, Peta joined the Sunshine Coast office in 2005 and quickly became an integral part of the business. She was promoted to Partner in 2007.

Peta has a Bachelor of Business in Accounting, with an extended major of Professional Accounting and is also a Certified Practicing Accountant. She also completed a Diploma of Financial Planning in 2015 – specialising in superannuation advice.

She has significant experience in assisting clients with the proactive management of both their business and taxation matters.  Peta has worked with clients across a diverse range of industries and issues and has a particular interest in:

·       professional services businesses (including medical and legal professionals);

·       building and construction;

·       foreign tax matters;

·       superannuation, including SMSF’s;

·       business restructuring.

A passionate advisor, Peta enjoys collaborating with her clients to help deliver practical solutions to tax and business problems.  She also takes the time to help business owners to develop their financial literacy so they can better understand and manage their businesses.

Peta also oversees all aspects of the operations of the Sunshine Coast office.

This is also the SCBWN 2019 AGM and a breakfast you don't want to miss!

Event Bookings Close and Dietary requirements due - Monday 10th of June.

Please ensure you understand our Refund and Cancellation Policy.

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