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SMSF Master Class (24th March Morning Session)

Sun 24 March 2019
9:00 AM - 12:00 PM
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Join SMSF Specialist™ and Your Money columnist Rowan Jones in a FREE SMSF MASTERCLASS. ------------------------- Are you worried about potentially losing your franking credits or just think your SMSF could be doing better? Then come along and listen as SMSF Specialist™ and Your Money columnist Rowan Jones explains in simple easy to understand language strategies to put in place to help protect and grow your family’s money. WHEN: 9:00am to 12:00pm Sunday the 24th of MARCH (please arrive 8:45am for a 9:00am start) WHERE: Level 18, Alluvion Building, 58 Mounts Bay Road, PERTH WA  REGISTRATIONS: Click the provided link to register for your FREE tickets. Registration is essential ENQUIRES: email info@entrustpwm.com.au or call 9476 3969 PARKING:  The closest paid carparks are the Convention Centre and Westralia Square PUBLIC TRANSPORT: Elizabeth Quay train / bus station is a 500m walk to the venue REFRESHMENTS: Complementary morning tea provided   TOPICS INCLUDE:   How to Invest your SMSF Like a Professional * Does your investment strategy need to change if you lose your franking credits? * Insights on how to diversify your SMSF across asset classes * How we're positioning our clients’ portfolios     Estate and Succession Planning for your SMSF * The most common mistake we see and how to avoid them * Steps to ensure your intended beneficiaries, and not the tax man, end up with your super * What a succession plan for your SMSF looks like     Strategies in the Changed Superannuation Environment * Is super still the best place for your retirement assets? * Making sure you are not missing the easy wins * Current strategies being implemented
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25/03/2019 Last update

Entrust Private Wealth Management
Level 18 Alluvion Building;, Perth, 6000, WA, Australia

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