The UQ Young Alumni Advisory Board proudly presents the ‘Get Finance Fit’ series for 2021

Join us for our most popular UQ young alumni online series this year with a four part series focussing on educating young professionals about personal finance and wealth creation. We welcome all alumni to join us to get finance fit!

Tuesday 20 April: Be tax smart
Thursday 15 July: Investing & Super
Tuesday 7 September: Buying your first property
Wednesday 3 November: Financial goal setting for 2022

Back by popular demand,  join us for the first instalment of the ‘Get Finance Fit’ series this year: Be tax smart. During the one hour webinar, hear from our finance expert panellists Andrew Courtney, Effie Zahos and Dr Adrian Raftery (Mr Taxman) where they will share their top tips to help you can get the most out of your 2021 tax return!

The webinar will also include:

  • How to maximise your income tax return
  • Tax effective investment strategies
  • ATO updates
  • Negative gearing properties
  • Record keeping – making tax time easy (Get an accountant or DIY)
  • Top deductions to claim
  • Q&A session

Meet the Panellists:

Andrew Courtney (Master of Commerce) - Director of Plenitude Wealth & Plenitude Lend and UQ alumnus

Andrew David Courtney fell in love with the idea of financially educating people as a medical researcher studying breast cancer. Pivoting 6 months into his PhD led him to work at one of UQs research institutes studying development pathways whilst completing a Master of Commerce in 2012. He has since transitioned out of science and is now running two businesses - Plenitude Wealth & Plenitude Lend, a financial planning firm and mortgage broking business. His passion for increasing the financial literacy of Australians has led him to make hundreds of videos on Instagram, LinkedIn and is constantly working on making more YouTube content. Team Plenitude and Andrew's mission is to educate 1M Australians before Plenitude reaches 10 years in business. His vision is to educate, empower and guide Aussies to financial resiliency and to ultimately create a community of multimillionaire philanthropists who support the causes they believe in wholeheartedly.

Effie Zahos (Bachelor of Economics) - Editor at large, Canstar, Channel 9 TODAY Show's finance expert, former editor of Money Magazine and UQ finance expert

Effie Zahos is one of Australia’s leading personal finance commentators with more than two decades of experience helping Aussies make the most of their money. Known for her no-nonsense approach she has a knack for making money matters simple. Best known for her former role as the editor of Money magazine, having helped establish it in 1999, Effie started out as a graduate trainee for one of Australia’s major banks. She moved to TV in 1997, kickstarting her career in finance journalism as head researcher of Channel Nine’s Money Show. She is now Editor-at-Large for Canstar, Australia’s biggest financial comparison website. This role sees her leverage the brand’s digital platform in pursuit of improving Australians’ understanding of their personal finances and helping more people confidently make money decisions. A regular finance commentator on TV and radio, Effie is also the author of a children’s financial literacy book, The Great $20 Adventure, and A Real Girl’s Guide to Money.

Check out Effie’s latest book ‘Ditch the debt and get rich’ available at all good bookstores.

Guest speaker:

Dr Adrian Raftery

Mr Taxman, Dr Adrian Raftery is the best-selling author of 101 Ways to Save Money on Your Tax - Legally! (now in its 11th edition) and is widely sought by the media for his views on tax, superannuation and financial issues. He runs a COVID-19 proof award-winning tax & accounting practice remotely in the Mornington Peninsula down in Melbourne. Adrian spent a decade in academia and was an Associate Professor at Deakin University. He has had a number of research articles on audit, tax and superannuation published in the world’s top academic journals.

 


The material shown during the webinar is for general information purposes only. It is not intended to be, nor should it be read as specific personal investment or risk advice.

Whilst all care is taken in the preparation of this material no warranty is given with respect to the information provided, and accordingly no responsibility for errors or omissions, including responsibility to any person by reason of negligence is accepted by The University of Queensland and the Panelists.

Before acting on any of the information contained in this presentation you should obtain special advice from a specialist investment (risk) professional, which is appropriate to your specific investment or risk needs, objectives and financial situation.

About Alumni events

Our events will take place online or in person. Keep an eye out below for our evolving list of virtual events that you can attend wherever you are in the world.  

The Alumni Relations & Engagement team coordinates a range of events locally and internationally. You can keep up to date with UQ alumni events in your area by updating your details.