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Breakfast Club: Preparing for Retirement - Melbourne

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Location

Rydges on Swanston

701 Swanston Street

Carlton, VIC 3053

Australia

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Refunds up to 7 days before event

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Description

Join us for breakfast and our seminar: Preparing for retirement presented by Basil La Brooy, Senior Officer National Seniors Financial Information Desk, and Nathan Burgess, Director of Superannuation Client Experience at the Australian Taxation Office.

Seminar topic

Focused on those who are still working, this seminar will provide an introduction to the Financial Information Desk, which is a free service available to members of National Seniors Australia; provide information to assist in understanding your own situation and resources that can be used in retirement; 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.

Nathan Burgess - Australian Taxation Office

Joining the ATO in 1996, Nathan has undertaken a range of roles across income tax and superannuation, including implementation of super reforms, since 2007. Along with his fellow directors Nathan is responsible for super industry consultation, delivering legislative, government and ATO initiatives, and ensuring an engaged and highly capable ATO superannuation workforce.

From 2012 to 2016, Nathan was the ATO’s National SMSF Risk Manager responsible for identifying and mitigating SMSF regulatory and income tax risks. This included developing compliance programs, approving settlements and implementing legislative changes including the introduction of the SMSF administrative penalties and directions powers.

Nathan is currently responsible for improving the client experience for all super industry participants, ie Individuals, Employers, Super Funds, and their representatives. This includes enhancing and creating new technology solutions, creating new products and services, and working with Treasury on superannuation legislative reforms and government initiatives.

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Date and Time

Location

Rydges on Swanston

701 Swanston Street

Carlton, VIC 3053

Australia

View Map

Refund Policy

Refunds up to 7 days before event

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