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Budget Update and Superannuation

ROCG Insight

Wednesday, 6 June 2012 from 4:00 PM to 6:00 PM (WST)

Perth, Western Australia

Budget Update and Superannuation

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Event Details

SEMINAR INVITATION

Budget Update and Superannuation

ROCG are proud to present a seminar on the impact the Federal Budget has on your finances, and opportunities within superannuation.

Seats are strictly limited, so book today

Date:     Wednesday 6th of June 2012
Time:     4.00pm to 6.00pm
Venue:  ROCG Boardroom Level 1, 1109 Hay Street, West Perth  WA

 Afternoon tea on arrival.

 To book your seat, or seats for colleagues, family and friends, register by the  1st June 2012.

 ROCG
 Insight Financial Partners

 Level 1, 1109 Hay Street,
 WEST PERTH  WA  6005
 T + 618 6315 2700
 F + 618 6315 2741

Recent budget announcements may affect your retirement savings.

This seminar is an absolute must for all individuals wanting to save for their retirement.

Stewart Blizard will provide an analysis of the Federal Budget and tips on saving tax before 30 June.

Fran Hughes covers the topic of Self Managed Super Funds and its recent enhancements.

Alan Severino answers the question of 'Is it time to get back into property?'.

 

Self-Managed Super Funds (SMSFs) not only offer high net wealth individuals and business owners the potential for reduced fees and, rewarding investment returns, they also provide a lower taxed environment, and as such a vehicle by which you can save for retirement whilst reducing tax.

 

To find out more, come along to this interactive presentation.

 

You will leave this seminar knowing:

n Budget Update – recent announcements that may effect your retirement plans.

n Tips to save tax – steps to take before 30 June.

n How superannuation can reduce your tax bill – the ideal vehicle.

n Self Managed Super Funds – more control, fewer fees and improved investment choice. 

n Recent enhancement to SMSFs – including borrowing, changes to art work and collectibles.

n Property as an investment – recent interest rate cuts, is it time to get back into the property?

 

 About the presenters…

Stewart Blizard is a Principal at ROCG and has over 20 years of experience in the accounting and financial services industry. Stewart  is a CPA and an Authorised Representative of Count Financial Limited, an Australian Financial Services Licensee.

Fran Hughes is a Director of ROCG Insight and a specialist in superannuation. She has over 20 years experience in this area and is a Certified Financial Planner and Senior Wealth Advisor within the firm.

Alan Severino is the founder and Managing Director for property investment company, Pacific East Coast (PEC), with over 35 years experience in accounting, financial management and planning. PEC was established in 1978 has since placed over $3 billion of investment property.

 


When & Where



ROCG Boardrom, Level 1
1109 Hay Street
Perth, Western Australia 6005
Australia

Wednesday, 6 June 2012 from 4:00 PM to 6:00 PM (WST)


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Organiser

ROCG Insight

ROCG is an international professional services and consulting firm with offices throughout North America, Europe and the Asia Pacific region. We are the only international firm specializing in the areas of strategy, finance and operations for privately owned and emerging growth enterprises.

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