Join our hosts to hear about the latest changes to SMSF, what it means for you and how you can best prepare and use your money for the future you want.

Featuring industry experts from Illumin8, Hill Legal Lawyers and Consultants, Life Solutions Financial Advisers, My Mortgage Freedom & Peritum Property.

Our team of industry leaders will be presenting on the latest opportunities, key trends, and how to maximise your returns. We’ll be giving a ‘state of super’ address, unpacking what is happening across the self managed super industry in 2019 and what you need to be aware of.

And, we’ll be working through the following case studies, and providing commentary and general advice around the pros and cons of using a SMSF for people in similar situations.

Case Study #1 - The Small Business Owner

This person is married, a business owner, and a member of a growing family. They’ve always been self employed, and are looking to buy commercial property instead of continuing to rent their premise.

Case Study #2 - The Young Professional

This person is on the look out for opportunities, and wanting to grow their investments while enjoying the best life has to offer. They believe in letting money work for them. Family life is new, or sought after and are considering how to provide best for the people they love.

Case Study #3 - The Pre Retiree

This person is planning for retirement, and looking to maximise income as they move into the next phase of life. They own their own home. The kids are gone. The business is sold or close to it.

If you’re thinking any of these sound like you, or people you know. It’s worth you getting the $15 ticket, grabbing a drink, and hearing what our industry experts have to say.

Interested in understanding what is happening in the self managed superannuation fund world and how this may affect your holdings, or if you're considering if SMSF is the right investment choice? Register now.

29th August 2019

7pm - 9pm

Mornington Golf Club, Tallis Dr, Mornington VIC 3931

Drinks and canapés included.