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Personal Finance Webinar Series 

Reckon Training Specialist Tim Perry is presenting a new Personal Finance Webinar Series.

This webinar series is designed to help individuals and small business owners better understand their personal position regarding finance. 

You will learn how to conduct a self-SWOT (strengths, weaknesses, opportunities and threats) analysis that will allow you to make better strategic decisions. We will then go into creating a personal budget using excel, we will focus on the minutia that forms large chunks of money out each month. Based on this personal budget we will look at making certain decisions regarding where to most effective cut the fat so we can increase our surplus money. This surplus money can then be allocated to personal financial goals!

Webinar 1 - SWOT Yourself. The first webinar in the series will cover performing a self-SWOT analysis so we can first understand our current position and therefore be better prepared to make strategic decisions.

Webinar 2 - Personal Budgeting. The second webinar in the series will detail how to create a detailed personal budget using simple tools such as Microsoft Excel.

Webinar 3 - Reaching Your Financial Goals. The third webinar in the series will discuss how to best pick a financial goal and then allocating surplus money identified from the personal budget toward it. We will then look at how we can track and compare results between different goals.

Access to a recording on the Reckon Training Academy


Webinar 1 - SWOT Yourself:

Webinar 2 - Personal Budgeting:

Access to a recording on the Reckon Training Academy


Webinar 3 - Reaching Your Financial Goals:

Thu 26 Oct | 12.00 - 1.00 PM  AEDT

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Reckon/Nexia Australia monthly tax updates - keeping you up-to-date with recent tax developments

The webinars will be presented in bite-size chunks and focus on recent practical tax issues affecting the SME sector (e.g. companies, family businesses and individuals) as well as recent international tax, indirect tax and superannuation developments. 

Through using simple language and diagrams/flow charts, these webinars explain complicated concepts in a simple and practical way.

These tax update webinars are recommended for all accountants as an aide to assist them in servicing their clients better as well as for anyone who wants to know how the constant tax changes may affect their situation.

Should you have further questions regarding an issue raised in one of the webinars or are looking for more specialist tax advice, please contact the presenter, Roelof van der Merwe of Nexia Australia ( who can put you in contact with one of our tax specialists for a speedy resolution of your tax issue.

About Roelof van der Merwe

Roelof is the National Tax Director of Nexia Australia and is responsible for ensuring that Nexia stays abreast of all the latest tax developments.

To this end, he has the ability to deliver technical tax information in an easily understandable and commercial format to tax and non-tax people.

Tue 14 November | 2.00 - 3.00 PM  AEDT

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Webinar  - The November Tax Update:

An easy way to stay up to date with all the recent tax developments (and potentially earn CPD points).

Have questions?

Reckon Community:
Phone: 1300 655 975

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Webinar  - The March Tax Update:

Webinar  - The February Tax Update:

Mon 19 March | 2.00 - 3.00 PM  AEDT

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Mon 19 February | 2.00 - 3.00 PM  AEDT

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Mon 16 April | 2.00 - 3.00 PM  AEST

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Webinar  - April Tax Update:

Webinar  - The May Tax Update:

Mon 21 May | 2.00 - 3.00 PM  AEST

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Webinar  - The June Tax Update:

Mon 18 June | 2.00 - 3.00 PM  AEST

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Webinar  - The July Tax Update:

Webinar  - The August Tax Update:

Mon 16 July | 2.00 - 3.00 PM  AEST

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Mon 20 August | 2.00 - 3.00 PM  AEST

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