SMSF Master Class (23rd March Afternoon Session)

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Entrust Private Wealth Management

Level 18 Alluvion Building;

58 Mounts Bay Road

Perth, WA 6000

Australia

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


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: 1:30pm to 4:30pm Saturday the 23rd of March (please arrive 1:15pm for a 1:30pm 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 afternoon 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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Date and Time

Location

Entrust Private Wealth Management

Level 18 Alluvion Building;

58 Mounts Bay Road

Perth, WA 6000

Australia

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