Team Profiles | Team Activities and News

FWA Eagar&Co has a highly experienced, multicultural and friendly team who would like to assist you. The staff uniquely combine professionalism with a relaxed and flexible attitude.

	PHILLIP BROWNE CA Managing Partner Phillip has a Bachelor of Arts (Accounting) from Macquarie University, a Graduate Diploma in Taxation Law from Charles Sturt University and a Company Director Diploma from New England University. He is accredited as a Chartered Accountant (FCA)Tax Agent, Registered Company Auditor, Fellow of the Taxation Institute of Australia (FTIA), Justice of the Peace and a member of The Executive Connection (TEC37). Phil has over 30 years experience as a Chartered Accountant, working with businesses on solvency issues, consulting and audits.
	IAN RYALL Business Sevices Manager Ian originates from England and has over 25 years of experience in the accounting profession. He is a member of the Association of Chartered Certified Accountants and will be working towards his Australian CA qualification over the coming months.
	JODY SOO Accountant Jody Soo has a Bachelor of Commerce/Accounting from Macquaire University and is currently stuyding for you Chartered Accountant Qualification. Jody has worked in Business Serives for four years and is assisting Ian in looking after the Eagar clients.
	MANUEL ESCUDERO Audit Manager Manuel graduated from his Bachelor of Public Accounting in 2003 with first class honours and has only a few subjects to complete in his Chartered Accountant qualification. Manuel's experience comes from Deloitte where he worked, in Sydney, Melbourne and Mexico over the past 8 years.  Manuel has outstanding professional practice experience in Audit and Accounting.
	ANNA DONAGHY Business Manager Anna has Bachelor of Business Administration in Marketing and Accounting from Macquarie University. Anna has 5 years of international recruitment and marketing experience and has been in business management now for 4 years.

Resumes of all staff are available on request.

TEAM ACTIVITIES AND NEWS

The Browne&Co, FWA Eagar&Co, BEX Financial and Super Return's End of Year Celebration outing took place on Friday 4 July. The activity we undertook was almost like an AMAZING RACE, around Sydney’s beautiful Rocks area. With a treasure hunt for answers to Sydney’s Rocks secrets, 3 teams will be racing to try for the big win. The activity has been organised by Sheridan Burke, Partner of Godden Mackay Logan Pty Ltd, Heritage Consultants, who is a conservation planner with thirty years in cultural resource management. Godden Mackay Logan is a leading provider of advisory and research services in environmental heritage, planning, interpretation and archaeology. They provide innovative and responsible heritage consultancy services of the highest quality. A great day was had by all!

Combined BEST Day - March 2008

Twice per year Browne&Co, FWA Eagar&Co, Super Return and BEX Financial get together for a half day of Professional Development and team building. In March this year we tried Lawn Bowls.. surprisingly... the Auditor's won!

Introducing BEX Financial and Joe Xuereb - April 2008

It is with much excitement and enthusiasm that we announce the launch of BEX Financial. BEX Financial is a financial planning company that is associated with Browne&Co and FWA Eagar&Co. After many years of deliberation and over 10 months of preparation, BEX Financial has been born. BEX stands for Browne, Eagar and Xuereb. Joel Xuereb is the Advising Director of BEX Financial, and Phil Browne, the Non-Advising Director. BEX Pty Ltd is a partnership between Phil and Joel. The company will be licensed by Securitor Financial Group. You can find out more about Securitor by visiting their website www.securitor.com.au

Meet Joel Xuereb

Joel joins us from ANZ Financial Planning where he worked for approximately 6 years. He has worked for 10 years within the Financial Services Industry across different institutions such as Colonial and the Commonwealth Bank of Australia. Joel holds a Graduate Diploma in Applied Finance as well as a Diploma in Financial Planning and a Diploma in Financial Markets. During his time at ANZ, Joel was ranked 2 out of 21 Financial Planners across Australia within Business Banking. He was also ranked 25 out of 381 Financial Planners across all of the ANZ Financial Planners within retail and business banking Australia.

Joel is experienced in a variety of financial planning areas including pre and post retirement planning, assistance in Self Managed Super Funds and other superannuation matters, plus personal and business risk insurance including partnership agreements, wealth accumulation and the construction of investment portfolios. You will soon find out that Joel is also a very active person with a keen interest in outrigger canoeing, cycling and general fitness.

If you are interested in financial advice, a second opinion or you'd just like to find out how things work, please contact Joel directly on 9954 3220 or visit the new BEX website.

Super Return Pty Ltd - A New Neighbour in the Office

We are proud to announce that Phil Browne recently bought a company called Super Return Pty Ltd. The company assists travellers, backpackers, working holiday makers and students to apply for their tax and super refunds. The company is located down the hall from FWA Eagar&Co and is managed by Ian Ryall. The customer service representatives are Aimi Roberts, Lee Otukolo and Claire Lind. If you come by the office please feel free to drop in and meet the Super Return team at the other end of the hall. You'll find them by following the BRIGHT YELLOW signs!! Check us out at SUPER RETURN

Manly Chamber of Commerce - HOLLYWOOD NIGHT

Five of the FWA Eagar&Co and Super Return staff attended the Hollywood Networking night held at the International College of Management, Sydney (aka St Patrick’s Estate). There were some fantastic outfits, delicious canapés and cocktails and a lot of dancing on the evening. A very enjoyable night!

ROSS McKISSOCK'S tips for Robert Knox on Retiring from the Accounting Industry

• Do not hurry (no billable time).
• Always start late and finish early.
• Don't not use technical 'IT' words or tax abbreviations as most people will not understand you.
• Do not worry about exact numbers, use a broad-brush approach.
• If people want advice tell them you cannot remember (write a note to yourself not to remember certain things).
• If people ask what are you going to do when you retire, tell them - get a life!
• Start travelling while your suitcase is larger than your pill case.
• Only read the sports pages, travel and cartoons in the papers, do not bother with the financial pages.
• Do not give your wife advice on how to do something around the house or you will end up with that job for the rest of your life.
• Above all be happy!!

RETIREMENT of ROBERT KNOX and INFORMATION SEMINAR

Thursday 22 February 2007

Thank you to all those clients, staff and friends who attended Robert Knox's Retirement function.

The evening was a great success beginning with an information seminar on Estate and Retirement Planning by Rod Cunich, then Superannuation Changes: What will they mean for you? By David Mitchell.

Mr Charlie McCooe, Mr Harry Daines and Mr Ross McKissock (former partner of FWA Eagar&Co gave complimentary speeches on the evening helping everyone to understand how important Robert Knox was to his clients. Thank you to all those who gave speeches on the evening for Robert.

RETIREMENT AND SUCCESSION PLANNING
Information from Rod Cunich, Access Business Lawyers. 1300 850 280

Estate planning is a three part process involving;
1. Identification of your personal assets and those in your broader estate such as assets owned jointly, by trusts or companies.
2. Identification of the various risks you wish to take into account, e.g. your early death or the divorce of a beneficiary.
3. The design and implementation of a plan which incorporates all your assets and takes into account risk minimisation, tax minimisation and succession issues.

Each step involves a multi-disciplinary exercise requiring the co-ordinated involvement of your financial planning, accounting and legal advisers.

A balanced plan is not limited to the preparation of a Will. It involves much more. A well thought out plan may well include:
1. A Will
2. An enduring Power of Attorney
3. Appointment of a Power of Guardianship
4. Integration of company, trust and superannuation structures
5. Realisation of your investment in an owner managed business or jointly owned business
6. A tax efficient structure addressing income tax, CGT, GST and stamp duty implications of transferring assets and/or managing assets upon death or other event.
7. The consideration of a range of critical events - not just death. There are many events that you may wish to consider and plan around, including; . mental incapacity - either of you or a beneficiary's, . physical incapacity- either of you or a beneficiary's, . bankruptcy or business failure - either of you or a beneficiary's, . divorce - either of you or a beneficiary's, . retirement, or . a dispute between beneficiaries over the Will.
8. The use of a testamentary trust within a Will, for example can enable maximum flexibility so that a beneficiary may enjoy the full benefit of an estate whilst offering protection against losing the property due to bankruptcy or dispute.
9. The use and integration of insurance as an asset in your plan, whether as part of a business succession scheme to cover debt or income, or simply to bolster the wealth of a future estate.

Ideally all succession plans incorporate a retirement plan and include investment and wealth accumulation strategies. For more information on Estate and Succession Planning, call Rod on 1300 850 280 or email Rod Cunich

ANNOUNCEMENT - Retirement of Robert Knox FCA February 2007

Robert Knox FCA, has been a dedicated and vital partner and employee of FWA Eagar&Co, Chartered Accountants in Manly, for over 40 years, and this year he has announced his decision to retire. FWA Eagar&Co have been operating in Chancery Arcade on Belgrave Street since the early 1920s when Frank William Austin Eagar started the practice.

Robert began his career in 1961 at Starkey & Starkey, now known as Ernst & Young. He moved on to work for FWA Eagar&Co as a junior in 1966 and in 1971, Robert was made a Partner at Eagar&Co with his father Walter Knox, Eric Atkinson, Neville Higham and Ross McKissock. Robert remained as partner until 2004 when the firm was sold to Phillip Browne. Robert was admitted into the Institute of Chartered Accountants in 1967 and promoted to a Fellow of the Institute in 1976.

As many of you know, Robert is a quiet and conscientious man who puts his heart and soul into his work at Eagar&Co. Robert has gained much experience and knowledge of local businesses and in particular RSLs and Sporting Clubs in the Northern Beaches area. He has been participating in audits of these clubs since he started at the firm. FWA Eagar&Co began auditing these clubs in the early 1920s under Frank William Austin Eagar.

Robert will now be able to spend more quality time with his family, play more golf, as well as focussing on some other interests. Robert's retirement will be a great loss to the firm; however he will remain as a consultant.

Robert will officially retire from FWA Eagar&Co on the 22 February 2007 (details below). We will hold a farewell function that night, which will be combined with FWA Eagar&Co's first seminar for the year on Retirement and Estate Planning, and Superannuation Changes.

CHRISTMAS CLIENT DRINKS - December 2006

Thank you to everyone who attended our Christmas drinks party and thank you specially to those who brought food and gifts for the hampers. We had two overloaded hampers by the end of the day for Manly Community Centre. Your generosity will make Christmas and enjoyable time for those less fortunate than ourselves.