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Breakfast Club: Financial Implications of Transitioning to Retirement - Hob...

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Hadley's Orient Hotel

34 Murray Street

Hobart, TAS 7000

Australia

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Refunds up to 7 days before event

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Event description

Description

Join us for breakfast and our seminar: Financial implications of transitioning to retirement presented by Basil La Brooy, Senior Officer National Seniors Financial Information Desk, and Shannon Grubb, Director of Superannuation Business and Staff Services at the Australian Taxation Office.

Seminar topic

With the over 50s in mind, this seminar will provide an introduction to the Financial Information Desk, which is a free service available to members of National Seniors Australia; provide further information to assist in understanding your own situation and resources that can be utilised; outline opportunities for those who will be fully self-funded; outline Government Income Support (GIS) for over 50s and highlight the potential use and types of Equity Release products.

The ATO will be discussing super changes and how they will impact you, whether you have a self-managed super fund or are transitioning to retirement or retired. Topics included are income streams, transfer balance caps, concessional and non-concessional caps, spouse tax offset and low income super tax offset.

There will be a Q&A session following the presentation and breakfast will be provided.

Further details about the presenter are provided below or for more information please call 1300 76 50 50 or send an email to events@nationalseniors.com.au.


Financial Information Desk

The Financial Information Desk (FID) is an independent, confidential service funded by National Seniors Australia that aims to improve the investment information available to older Australians.

Gathering knowledge to make an informed investment decision can be difficult. Relevant information is not always readily available, nor at a reasonable cost. Keeping up to date can be arduous as the investment industry is constantly changing and evolving. Changes not only occur to investment products but also to legislation, including Government Income Support (GIS), taxation laws and guidelines.

FID's role is to arm people with up-to-date independent information that will assist them in making those big decisions prior to and in retirement. The FID provides financial information only. It does not give or imply investment advice; recommend financial products or planners; or undertake advocacy or complex casework. Nor does it receive commissions, bonuses or third party payments.

Our presenters

Basil La Brooy - National Seniors Australia

Basil has 24 years’ experience in the banking sector, specifically in lending and financial planning. For 18 years he worked with the former National Information Centre on Retirement Investments (NICRI) before joining the Financial Information Desk in 2015. Basil has a sound knowledge and understanding of superannuation, Government Income Support and the financial side of aged care. He is known to assist people to think 'outside the square'.

Basil has been involved with the training of the Department of Human Services Financial Information Service (FIS) staff and has spoken at numerous seminars held by FIS. Basil has vast experience helping seniors better understand how the financial and social security systems interrelate.

Shannon Grubb - Australian Taxation Office

Joining the ATO in 2000, Shannon has undertaken a range of roles across various areas of the office including income tax, superannuation and business management functions.

More recently, Shannon was responsible for delivering legislative changes announced in the 2016 Federal Budget; including the Personal Superannuation Contribution Deduction.

From January 2017 Shannon shifted her focus on being responsible for driving the integration of all of the Super Changes announced in the 2016 Federal Budget, including industry consultation, advice and guidance, marketing and communications, and internal ATO staff readiness.

Shannon is currently responsible for Superannuation’s business services (reporting, finance and governance); and improving the Superannuation staff experience, which has a direct correlation with how we interact with our clients.

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Date and Time

Location

Hadley's Orient Hotel

34 Murray Street

Hobart, TAS 7000

Australia

View Map

Refund Policy

Refunds up to 7 days before event

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