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The Annual Operating Review

Date

Wednesday 3 June 2026

Time

12:00 pm – 12:45 pm AEST

Format

Zoom webinar

Most business owners review their business once a year, but few review the whole picture: financial, legal, structure, capital. This is the session that changes that.

What we'll cover.

  • Profit doesn't equal cash: where the cash actually went
  • Profit can disappear in the fine print: payment terms, personal guarantees, dispute clauses and PPSR registrations
  • The once-a-year financial structure check: distributions, entity review, capital position, and what the 2026 federal budget and payday super mean for your July planning
  • What happens if growth, exit or life interrupts the plan: ownership structure, succession, and whether your business could survive due diligence

Who it's for

Owners and directors of private businesses. If you've been meaning to do a proper review of your commercial and financial setup but never quite getting around to it, this is the session.

Format

Forty-five minutes. Live on Zoom. Brad Turville covers the financial side, Steve Milicevic covers the legal side. Live Q&A at the end. Recording sent to all registrants.

About your hosts
Brad Turville, founder of BJT Financial

Brad Turville

Founder of BJT Financial, a Melbourne accounting and advisory firm. Two decades advising private businesses, family groups, and boards across tax, structure, and the bigger commercial picture.

Steve Milicevic

Steve Milicevic

Managing Director of Milicevic Lawyers, a Melbourne commercial law firm. Extensive experience advising clients across business, franchise, intellectual property, and general commercial law, with a particular focus on sports, IT, franchising, and retail.

Save your seat.

Interested in a tax or business consultation while you're here?

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