Think finance workshop for accountants

Help your Clients Grow, Expand & Save | How Banks Assess Financials | Refinancing ATO Debt & SMSF Lending:

Tailored to: Accountants 

Topics Covered:

  • Refinancing ATO Debt options

  • SMSF Lending case study

  • Breaking down how Banks read Financials and what they will/won’t take into account

  • Major Advantages and selection criteria for Accountants, Lawyers & some Medical Professions in both Residential and Commercial Purchases 

  • The Risks of borrowing with 1 Lender

  • Mandatory Credit Reporting Changes 

  • Business Lending Opportunities for SMEs 

  • Options to improve your credit score

  • Awareness of over exposure and risks with a single Lender 

  • Current Rates and Products 

  • Credit Crunch – why it’s harder to borrow

  • Top Challenges faced by SMEs

  • Insolvency, ex-bankrupts & clients with defaults – can they borrow again

To view more of our Workshops, click here.