Brisbane Breakfast Club - Accounting

From survival to full control - A blueprint for financial success

Whether retirement feels like it's just around the corner or a lifetime away, the decisions you make with your super today determine how well you'll sleep tomorrow.

Don't miss out on our Breakfast Club - Accounting series with BUSSQ Building Super's Craig Chalmers and Cameron Stewart as they guide you through the steps involved in creating a practical retirement plan, building confidence in long-term financial decision-making and understanding your superannuation investments so you can feel informed and in control.

By the end of the session, you'll walk away with greater clarity and practical actions to help you plan effectively for retirement and sleep well at night.

Dylan Eve and Joshua Robertson from Xact Accounting will also be discussing the powerful growth phase South-east Queensland is currently experiencing and the opportunity to build long-term wealth through property development.

With the 2032 Olympics on the horizon, to truly capture value, you need a disciplined framework. The team from Xact Accounting will focus on practical decisions around structure, funding, and delivery that support maximum value creation and retention across multiple projects over time.

Stages to be discussed:

• Feasibility & intent: Testing opportunities before committing capital
• Structure & finance: Optimising tax and protecting your assets
• Quality & governance: Enhancing profitability through delivery discipline
• Positioning for scale: Unlocking cheaper capital and larger partners.

OUR SPEAKERS

Craig Chalmers

Senior Financial Planner | BUSSQ Building Super

Craig is a Senior Financial Planner with more than 20 years’ experience, including 15 years working within leading superannuation funds before joining BUSSQ two and a half years ago. He regularly presents at BUSSQ’s Retire Happy seminars across Queensland and Northern NSW.

Craig is passionate about helping members achieve their retirement goals and especially values the “lightbulb moment” when someone realises they’re going to be okay. Outside of work, Craig enjoys starting his weekends with a 5km parkrun somewhere around Brisbane.

Cameron Stewart

Senior Manager, Retirement & Advice Strategies| BUSSQ Building Super

Cameron has more than 25 years’ experience supporting members with their retirement planning. His background includes working with some of Australia’s main financial advice companies before moving into roles focused on developing retirement and advice strategies within the superannuation industry, including his current role at BUSSQ.

Cameron is passionate about helping members feel confident in their financial decisions and is committed to adding genuine value as they plan for a secure and fulfilling retirement.

Dylan Eve

Partner and Client Director| Xact Accounting

With nearly a decade of expertise in tax and compliance, Dylan is a stand-out Chartered Accountant and seasoned Tax Advisor. He specialises in handling technical taxation and structuring issues, adept at navigating the diverse landscapes of businesses of various industries and sizes.

Dylan’s client-centric approach shines through in his passion for assisting startups with asset protection via effective structuring. He also offers crucial support to established enterprises gearing up for selling or transitioning to retirement. Renowned for his proactive mindset and meticulous attention to detail, Dylan has become a trusted advisor. His guidance ensures that clients meet their compliance obligations while also achieving financial success.

Joshua Robertson

Partner and Client Director| Xact Accounting

Josh has over 10 years of experience in the areas of taxation, business advisory and self-managed superannuation administration (SMSFs). He works with many different businesses across several industries including medical GPs and specialists, professional services, transport, construction, and agriculture. He also has specialist knowledge in navigating QBCC licencing and financial requirements for building and construction businesses.

Josh is a passionate and experienced advisor, motivated by building strong client relationships and providing a holistic suite of services to maximise long-term wealth and manage risk for his clients.