Venture
Corporate Advisory
Command Centre
Virtual Simon · Director Console
⌘ K
Live
Director Hours Back · This Week
13.5
▲ up from 11.2 · email, calls & the Engine
Email Drafts Waiting
28
drafted overnight · in your Outlook
Calls Summarised
6
notes & actions filed to FYI
Client Meetings Today
3
prep packs ready for all three
Morning Brief
Outlook · Xero · Fathom
Thursday · 7:00am AEST
3 client calls today.
Barossa Ridge 10:00, Northgate Surgical 13:30, Kirby Property 15:30 — prep packs drafted.
Kirby Property review is due Friday.
The EOS Engine has a draft ready for your edit — ~40 min left.
28 email drafts waiting.
19 client replies, 6 team hand-offs, 3 lodgement chasers.
Marion Hospitality signed on.
Onboarding pack queued for your OK.
Inbox
to 0
o/night
Cash at bank
synced
Jobs due
11
this wk
EOS Engine
Fathom · FYI · Xero
Name a client. It pulls the calls, notes and numbers, then drafts the deliverable in your voice.
Run
Strategic Review
Proposal
Engagement Letter
Tax Advice
Names a client → pulls the calls + ledger → drafts in your voice.
Pulling call transcripts from Fathom
Reading 12 months of Xero + last engagement
Drafting in Simon's voice, on template
Strategic Review · Draft
Draft ready
Open draft ↗
Send to FYI
Outstanding Tasks
XPM · FYI
What actually needs the Director. Everything else is handled or with the team.
Review & sign the Kirby Property strategic review
The EOS Engine
· due Fri 11 Jul
High
Sign off tax advice — Northgate Surgical structure
Tax Advice Drafter
· yellow-bar review
Med
Confirm FY26 fee — Glenelg Agrifoods proposal
Proposal queue
· Imran waiting
Med
Send Marion Hospitality onboarding pack
Onboarding
· drafted, awaiting OK
Low
Add
Today's Intelligence & News
ATO · AFR · Tax Institute · Wine Australia
Filtered to tax, SME advisory and your verticals — property, wine, manufacturing. Titles link to the source.
Today · 06:30
ATO
FY2027 Division 7A benchmark rate set at 8.77%
Applies to minimum yearly repayments on complying loan agreements from 1 July.
▸ Affects 2 client loan accounts
Today · 05:50
AFR
SA lower-mid-market deal volume up 14% on early succession
Adelaide advisory firms report more business-sale mandates ahead of FY27.
▸ Corporate Advisory tailwind — 3 clients in the window
Yesterday · 16:20
Tax Institute
Updated s100A guidance narrows "ordinary family dealing"
Re-check trust distribution reviews for family groups against the revised examples.
▸ Review streaming for 6 family-group clients
Yesterday · 09:10
Wine Australia
Export Market Development Grant round opens for producers
New grant window closes end of Q1 FY27; rebate settings unchanged.
▸ Barossa Ridge + 2 wine clients eligible