Seminars & Events

At Stephenson Thorner LTD, we like to keep our clients up to date with the latest information that may affect their business and personal situations. Please keep an eye out for the latest seminars which will be updated regularly. We will also be providing information on events throughout the year which we feel may provide value to clients

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Upcoming Seminars

Budget Seminars

A series of seminars explaining the recent budget changes and how they will affect GST, Property Rental & LAQC, and Trusts & Personal Salary in three 1+ hour seminars spread over the following 5 months.

When & Where

GST: 26 August, 4:00pm - 5:00pm at Stephenson Thorner, Level 1, 326 Lambton Quay

Property Rental/LAQC: September/October (Details TBC)

Trusts & Personal Salaries: October/November (Details TBC)

To register, please click here

Bring a friend, some colleagues or family!

KiwiSaver: Why it's a Gift for Every Kiwi Under 65

Presented by the team at New Zealand Financial Planning Company Limited, we are offering a session explaining KiwiSaver and answering any questions you may have on the topic.

When: TBC
To register, please click here

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Completed Seminars

• Business Owners Workshop (17 March 2010)
• Catch the Momentum (12 - 14 March 2010)
• Future Focus - Financial Planning and Forecasting (2 March 2010)
• Business Value (9, 16 & 23 February 2010)
• Xero - My Hero (19 March 2009)
• Look to the Future! (23 April 2008)
• Introduction to Xero (15 November 2007)
• KiwiSaver Scheme Selection (24 October 2007)

Business Owners Workshop

Learn the power behind your financial statements and make more money

If you want to:

• Understand your numbers so you can make better business decisions
• Know the difference between margin and mark-up
• Understand where all your money goes
• Revise your knowledge about financials
• Quickly monitor your expenses

Attend a 2 hour workshop to:

• Learn how to make more money
• Understand the power of a profit and loss statement, balance sheet and cashflow statement
• Have a better understanding of the value of your company

Pracitcal hands-on strategies and tips to improve your financial know-how.

Guaranteed or your money back!

To register, please call 04 566 1043, fax 04 566 1053 or email.

Cost is $100, which includes breakfast and handouts.

When: 17 March 2010, 7:30am

Where: Wakefield Suit, West Plaza, Wakefield Street

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Catch the Momentum

I’ve just received some incredibly exciting news that could literally change your entire year, so I just had to email you right away...

Some friends of mine have been working on a project to help you make 2010 your most successful year yet. They’ve gathered together an exclusive team of experts to help you do just that, and because you're one of my valued clients they’ve agreed to let me tell you all about it!

When you visit this link you’ll see that in just a few short weeks they’re holding a never-before-seen event where you can access some of the best business and investing minds around, and you’re invited to attend.

During the event you’ll be given the key to unlock a massive vault of tips, tools and strategies to take your business, investing and personal life to a whole new level in 2010.

And guess what? I have managed to score all my clients free tickets. Please use the booking code CTM12 when booking your seat!!!

I can’t wait to hear all about your results in 2010! Forget the doom and gloom about recessions and financial crisis... When you come along to this event you’ll learn strategies you can use to recession-proof your business and your life.

P.S. Don’t forget this is FREE to all my clients use the booking code CTM12.

If you’re serious about transforming your results and achieving the lifestyle you really want, please click here.

When: Starts 12 March, 8:30am, Finishes 14 March 3:00pm

Where: 75 Featherston Street

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Future Focus - Financial Planning and Forecasting

“Wouldn’t you like to know the impact of every financial business decision before you make it?"

Accounting and business software has been around for decades, but the ability to analyse and evaluate your accounting data is a fast emerging trend that finally allows you to really understand the drivers of your business.

Forecasting and business performance tools will take their data straight from your accounting system, reproducing it in a single screen ‘financial scorecard’ at the click of a button.

You can then do all sorts of profit and cash flow forecasting, "what if" analysis and more, in a fraction of the time possible before.

Most small businesses are just becoming aware of the benefits of a Business Fitness Review. Banks are increasingly using similar tools to automate their business loan approval process and subsequent loan monitoring.

Learn how you can improve your understanding of the key financial drivers of your business and how you can increase the value of your business.

The seminar will be run by Mark Holton, a seasoned presenter who uses these tools in many organisations, including in his role as treasurer of Ronald McDonald House.

When: 2 March, 5:15pm

Where: Chaffers Dock Function Centre, 1 Herd Street

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Business Value

• Is your business really worth what you think?
• Are you reliant on your business to fund you future lifestyle?
• Are you involved in every key decision made in your business?
• Would your business sufer if you weren't at work for three months?
• If you answered yes to any of these questions, then your business probably isn't worth what you think.

"... up to 10,000 businesses could change hands in the next 5 years" - ANZ Business Barometer, June 2009

In this market only the very best businesses will commmand genuine buyer interest. If you want to get maximum value for your business then you need to come to this event to hear:

How to protect your business from the unexpected personal shareholder issues
How to unwind yourself from the business to create a more valuable business and more choice in your lifestyle
How you can drive more value for your business through effective use of financial information

Your presenters will be:

Robbie Schneider from Meridian Brokers and Succession Experts - Protecting the value of your business and making sure the shareholders receive a fair value for your business. Ensuring you and your business are protected by the unexpected loss of key people.

Barry Suckling, Partner at RESULTS.com - transforming business protential into extraordinary results. RESULTS.com is currently helping transform over 300 businesses throughout New Zealand. Barry runs the Wellington office.

Anne Stephenson, Stephenson Thorner - increasing wealth through understanding the key financial drivers for your business and implementing growth strategies to meet your goals.

Seating is limited and will be determined on a first come bases. Be in quick to reserve your place now. Refreshments provided. To register, please contact Wutee on 473 1980 or by email

When: 9, 16 and 23 February 2010, 5:00pm

Where: Stephenson Thorner offices, Level 1, 326 Lambton Quay

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Stephenson Thorner Ltd with Xero present: Xero - My Hero

Stephenson Thorner in conjunction with Xero is excited to bring to you a presentation introducing what we believe is one of the best things to hit accounting and small & medium business management in a long time!

Xero is an online accounting system designed for small business owners to work with their accountants, business partners and staff, all in real-time. Xero is designed to help you manage your business and cashflow better – over the internet. There is no software to install, and it is no hassle to set up. Xero simply allows you to get on with your business and not have to worry about accounting. It is also an ideal tool for Trusts to assist with cash management.

As it is an online business tool, Xero allows both you and your accountant to view and share the same information at the same time. The need to send data files in on disk or via email months after year end will disappear as all the latest information will be in Xero, and can be accessed by us when we need it. This will enable us to become more of a strategic partner in your business, as opposed to merely a number-cruncher.

We believe in this product, and genuinely believe that Xero can benefit your business, which is why we are pleased to extend this invitation to you.

Please join us at the Xero Training Room as we go through an overview of what Xero is, and the many benefits it will bring to your business. There will be an opportunity after the presentation to talk to members of the Xero team as well as to Rakesh, Wutee and Stephen from Stephenson Thorner to further discuss the implementation of Xero for your business.

Stephenson Thorner is currently able to offer you Xero for your business at a special rate, saving you $10 +GST a month on the subscription rate. This offer is only available until to the end of March, so please take advantage of this presentation to learn more about Xero and receive this special offer.

Please contact Wutee (wutee@stephensonthorner.co.nz) about whether you would be interested in attending this presentation, as numbers are limited.

Drinks and nibbles to follow.

When: 19 March 2008, 4:30 – 6:30 p.m.

Where: Xero offices, Level 1, Old Bank Chambers, 98 Customhouse Quay

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Look to the Future!

Is your business really focused on the future? Three of the most successful people in their fields will show you how to make the most of your business in challenging times - and it's all free! Numbers are limited so be in quick to reserve your seat.

Presenters:

Anne Stephenson and the team

Dean Dalton, Director of Dalton Plan Business Action Planning Limited

Viv Morresey, National Sales Manager of Xero

Click here for more details and registration information

When: 23 April 2008, 5:30pm

Where: Xero offices, Level 1, Old Bank Chambers, 98 Customhouse Quay

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Introduction to Xero

An indepth look at Xero, the latest in online solutions for your business accounting needs. Join the crew at Stephenson Thorner LTD and enjoy a glass of wine in a comfortable and informal environment as we show you how you can apply this cutting edge solution to your business. For those interested in participating please contact Wutee Amohia for more details.

When: 15 November 2007, 4:00pm

Where: Stephenson Thorner offices, Level 1, 326 Lambton Quay

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KiwiSaver Scheme Selection

Stephenson Thorner Limited, in association with fi360 Australasia and the Rollins College (Florida) is proud to bring to you some of the latest cutting edge research on the providers of investment product for KiwiSaver that all prospective and current members of the scheme should be made aware of.

Many Kiwis will be making one of the most crucial investment decisions regarding their future retirement goals. However, with the limited level of current disclosure in the New Zealand market place, how can you really be sure of what you may be getting into?

Rollins College have addressed a number of vital issues and will present important findings in a seminar format. The content will include:

• Research evidence revealing the most important criteria to focus on.
• What does analysis of past performance tell us about the merits of active vs passive management approaches.
• Do fund managers invest in the way they promote.
• Why have many outcomes resembled "run of the mill" fixed interest results.
• Why if you choose the equivalent of a V8 sports car as your "KiwiSaver Ride", some options may actually only deliver a "two litre Sedan" experience.
• Why a "wait and see - change to the best performer" approach never work.
• Which managers, if any, have demonstrated superior added value

For those wishing to develop a deeper understanding, a comprehensive research paper will be available to attendees, providing analysis into the research that underpins the seminar. Professor Clay Singleton will also be available to provide answers to questions associated to the research as well as any other queries of a related matter.

There will be no charge for attending this seminar and as such will be based on a first come first served basis.

For those interested, please register through email or contact us directly.

Click here to download a copy of the research paper titled, "New Zealand Unit Trusts: Asset Allocation, Style Analysis and Return Attribution" from fi360 Australasia.

When: 24 October 2007

Where: Stephenson Thorner offices, Level 1, 326 Lambton Quay

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