Join SMSF Specialist™ and Your Money columnist Rowan Jones in a
FREE SMSF MASTERCLASS.
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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