QLD

Description

Seeing the Signs Early: Turning Insight into Action for your Clients

Designed for advisors managing growing client portfolios and increasing compliance pressure

Your clients are often in distress long before a crisis hits. Know the warning signs and where to look!

This session brings together data, strategy and real world experience in a facilitated conversation led by Ashley Shield, Executive Director of de Jonge Read®. He is joined by Stan Corner, CEO and Founder of Business Automation Works (the team behind ATOmate and Omble), who will share how improved visibility across lodgements, payments and ATO debt can surface risk earlier. Hank de Jonge, Founder and Executive Director of de Jonge Read®, will then unpack what those signals mean when insolvency risk starts to emerge, and how advisors can respond.

Together, the discussion explores current ATO activity, how clearer real time client data can sharpen advisory work, and how early intervention can materially change outcomes, from managing ATO debt and director exposure to protecting businesses, family assets and client relationships.

Using live insights and real case studies, this session shows how advisors can move beyond simply reporting issues to actively guiding clients through financial pressure, strengthening client relationships and building a more resilient and valuable client portfolio.

What this means for your clients and your practice:

• Identify where the ATO is applying pressure and how it shows up across your client base
• Recognise early warning signs and intervene before options narrow
• Use clearer data leads to stronger conversations and better advice
• Apply practical pathways to address distress while protecting client outcomes and relationships