During February, Tax & Superannuation Australia attended Xero’s national roadshow in Sydney and Melbourne, where we chatted with many of our members and Xero users keen to know more about us.Xero Roadshow winners and grinners
Congratulations to Matt Attia of MA Finance in Sydney and Jenny Hamilton of Marjen Accounting Services in Melbourne, lucky winners of a 12-month membership. More details of our winners/grinners are below.
We are currently partnering with Xero to incorporate our beloved Tax Summary into its Xero Tax software. Expect to hear more about this exciting project soon!
📷Matt Attia is the principal of MA Finance in Sydney, and has just started to enjoy one year free membership from winning a business card draw at the recent Xero Roadshow in Sydney. Matt says he still can’t believe his luck to be in the right place at the right time to drop his card in the draw.
MA Finance looks after about 500 individual clients and about 100 small business clients. Since winning the draw and being signed up, Matt received his Tax Summary, which he swears is already helping his practice with practical and relevant information.
One element of his work that Matt looks forward to is working with the few SMSF trustee clients in his portfolio. He would like to increase this part of his practice, and is adamant that rather than the large amounts of money usually nominated as being necessary to start an SMSF, he sees a more modest $150,000 to $200,000 as being entirely adequate. He has one trustee client who started with even less than $80,000 but who over four years invested in residential property has increased the fund’s assets to more than $200,000.
📷Sole practitioner Jenny Hamilton (that’s her on the left, photobombed by her daughter) is another winner of a year’s free membership, which she picked up at the Xero Roadshow in Melbourne. She established her business Marjen Accounting Services about 17 years ago, and found the innovative applications on show at the roadshow to be essential tools for her business, especially with the ability to efficiently merge with current software.
For Jenny, the Xero experience also re-emphasised the opportunities and challenges revealed from her recent trip to China as part of an IPA delegation to learn more about free trade agreements with Australia, and how practitioners will be best placed to help their clients cement successful business relations.
Jenny says that due to the changing landscape of the accounting and tax sector (and the challenges of technology that the ATO and others are facing), she relies on bodies such as Tax & Super Australia to help steer her business through the various challenges practitioners face.
# [future of the tax profession], [Xero], [xero roadshow]
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