Year-end housekeeping for small businesses

Shane McKenna CA of Aintree Group will be sharing his expertise on “year-end housekeeping for small businesses”.

This will ensure you’re set up for success in the new financial year.

For Individuals…

Review your finances:

• Look at the financial targets set last year – did you meet them?
• If not, why not? How will that affect your plans for retirement, home improvements or a holiday?
• What can you change in the new financial year?
• What are your goals for the new financial year?

Review your long-term goals:

• Have you reviewed your retirement plan? Have you spoken to a professional about whether it is realistic and attainable?
• Have you updated your Will recently?

For Businesses…

Shane will be sharing his expertise on Year-End Housekeeping for Small Business at our very first open Plant: Grow: Reap business lunch.