EOFY 2026: Smart Moves to Protect & Grow Your Wealth (In-person seminar)
Join us for our EOFY Seminar 2026 for a practical and informative session on the key financial, tax and legal matters to consider before 30 June. Including information on the new Division 296 Superannuation Tax.
Presenting on the night will be Rob Goudie & Amy Lehmann from Consortium Private Wealth, Dallas Landwehr and Sharon Robertson from BCH Accountants, and Patrick Smith from O’Brien and Smith Lawyers, bringing together expertise across financial planning, accounting and legal advice for a well-rounded and valuable discussion.
This seminar will cover a range of end of financial year strategies, including superannuation opportunities, estate and tax planning considerations, investment issues, structuring matters and broader planning opportunities that may be relevant to individuals, families and business owners.
The session is designed to provide clear, practical insights to help attendees better understand what should be reviewed before the financial year ends and where professional advice can add value.
Alternatively, join us via live webinar
from wherever you are.
Speakers:
Robert Goudie – Consortium Private Wealth
Robert Goudie is a senior financial adviser and the founder of Consortium Private Wealth, a financial planning firm based in Horsham, Victoria. With over 28 years of experience, he focuses on providing advice to self-managed super fund (SMSF) trustees, business owners, and motivated individual investors.
Amy Lehmann – Consortium Private Wealth
Amy Lehmann is a Financial Adviser with qualifications in Financial Planning and Accounting. She is passionate about helping people avoid the “I wish I knew this sooner” moment by making financial education accessible and practical. She specialises in superannuation, investments, and insurance, empowering her clients to make confident, informed decisions about their financial future. Beyond her advisory work, Amy shares money tips with millennials and Gen Z through social media, helping a new generation build financial confidence.
Patrick Smith- Obrien & Smith Lawyers
Patrick was born in Horsham and attended 298 Primary School and Horsham College before moving to Adelaide in 2007 to begin his tertiary studies. Keen to start a family in his home-town, Patrick joined the firm and returned to Horsham with his wife in 2017.
Patrick recently begun playing golf after retiring from both football and cricket. Outside of sport, hr loves spending time with his wife and three children. Patrick has a good understanding of challenges farmers face. He has previously been involved in a sheep farm with his twin brother and father who both continue to farm in the Mallee. Patrick has been President of the Wimmera Law Association since 2019.
Dallas Landwehr- BCH Accountants
Dallas commenced work at BCH Accountants as a Graduate Accountant back in 2007, since then Dallas has completed his CPA, become a Registered Tax Agent and an authorised representative of SMSF Advisers Network. Dallas became a director in BCH Accountants in 2015. Dallas has a wealth of knowledge in all areas of accounting and taxation and uses these skills to provide positive outcomes for all his clients. Dallas feels his down to earth approach and ability to see things through his client eyes sets him apart from other accountants.
Sharon Robertson – BCH Accountants
Sharon is a dedicated Certified Practising Accountant (CPA) who prides herself on going above and beyond for her clients. She began her career in accounting in 2004, joined the BCH team in 2011, and became a Director in 2023. Sharon’s approach is personable and diverse, with a broad spectrum of expertise covering areas including individual and business taxation, tax planning, business structuring, capital gains tax and more.