Westpac Financial Education
Business and Succession Planning workshop
It's all in the planning
Business owners who have a business plan have a significant competitive advantage over those who have put planning aside.
This workshop provides business owners with a hands-on approach to building a well structured business plan. We also focus on succession planning, a key element that is often overlooked.
What the workshop covers
This workshop will help business owners put a plan in place to maximise the value of their business to ensure transition is as easy and profitable as possible.
At this workshop we will help you learn how to:
- Address key elements that should be included in your business plan
- Implement short to medium term business plans and longer term succession plans
- Set goals for key performance areas
- Identify the risks that may affect your business, and how to minimise their effect
- Estimate the value of your business
- Utilise the resources and skills of key advisers.
Who the workshop is for
Owners of small to medium sized businesses who are looking to build and implement short to medium term business plans and longer term succession plans.
Workshop fees
Westpac customers, thanks for your business
You don’t have to be a Westpac customer to attend this workshop, however we reward Westpac customers with a 25% discount off our standard workshop fee. To be eligible for this discount, either, you, your business, or organisation must be a Westpac customer. Simply tell us the relevant 8 digit customer number when registering.
| Westpac customer | Group discount* |
|---|---|
| $445.00 | $400.00 |
* Group discount for 2 or more attendees from the same organisation.
Not a Westpac customer yet?
If either, you, your business or organisation becomes a Westpac customer within 30 days of completing a workshop, we’ll welcome you aboard by refunding 25% of the workshop fee. To become a Westpac customer simply open a Westpac bank account in your personal name, or the same name of the business or organisation that you represented at the workshop. Refunds will be payable to the legal entity (person, business, or organisation) that paid for your attendance at the workshop.
To claim a refund complete this form.
| Non-Westpac customer | Group discount* |
|---|---|
| $595.00 | $535.00 |
* Group discount for 2 or more attendees from the same organisation.
Not-for-profit organisations
Additionally, as part of our commitment to the community sector we provide not-for-profit organisations a further 25% discount off our standard workshop fee.
| Westpac not-for-profit customer | Group discount* | Non-Westpac not-for-profit customer | Group discount* |
|---|---|---|---|
| $295.00 | $265.00 | $445.00 | $400.00 |
* Group discount for 2 or more attendees from the same organisation.
Business education expenses are generally tax deductible. Please confirm with your accountant.
All workshop fees include a comprehensive reference manual, a series of action plans and refreshments.
We accept MasterCard ®, Visa, American Express ® and direct deposit.
How to register
- Online: Complete the Workshop registration form to register and pay securely online
- On the phone: Call 1800 012 501 and speak to the Westpac Financial Education team.
Things you should know
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Financial confidence guarantee
- We're that confident our financial education workshops will help you make confident financial decisions, we're prepared to give you your money back.
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If you feel that you don’t have the ability to make confident financial decisions after completing this workshop (or workshop series), we’ll give you your money back. To lodge a claim under our Financial Confidence Guarantee please contact Westpac Financial Education on 1800 012 501 or email financialeducation@westpac.com.au to receive a claim form. To be eligible to a receive a refund, you must: - - complete the full workshop (or workshop series);
- - submit a completed claim form within 10 business days of completing the workshop (or workshop series); and
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- return all workshop materials to us.
- The taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and their interpretation. Your individual situation may differ and you should seek independent professional tax advice on any taxation matters.
