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Location

The University Club (The UWA Club)

Hackett Drive

Crawley, WA 6009

Australia

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No Refunds

Event description

Description

SMSF Summit


“Everything you need to know about running a successful SMSF in one place, in one day"

Join Your Money columnist Rowan Jones and leading industry experts for a day of insight into investment (both International and Australian shares), accounting, property, financial planning and estate planning for your SMSF.



Presented By: Rowan Jones B. Comm, Grad Dip AFI, SMSF Specialist™

When: Saturday 10th March – 8:45am (for 9:00am start) to 4pm

Where: The University Club, UWA, Hackett Drive

Cost: $75 per person (includes morning tea, buffet lunch, afternoon tea and course materials)

Enquires: email info@entrustpwm.com.au or call 9476 3969


Topics:


Investing Internationally – Magellan

  • Why should you consider investing internationally
  • Key global risks on the horizon
  • How they view the current market
  • Where they are seeing investment opportunities
  • The role of technology in global markets and the risk of disruption
  • What they look for in an investment
  • Best investment ideas for 2018


Running Your Fund – Self Managed Solutions

  • What does your SMSF accountant actually do
  • Why you need an auditor
  • What are your responsibilities as trustee
  • How much should you be paying your SMSF accountant
  • Biggest mistakes accountants see
  • Tips for making things easier and reducing your costs
  • What makes a SMSF tax return difficult
  • The role technology is playing in SMSF returns


Strategies for Creating Wealth / Superannuation Changes – Entrust Private Wealth Management

  • What are the recent legislative changes
  • Who will the changes impact and how
  • Is super still effective
  • How to ensure you don’t miss out on the ‘easy wins’
  • A closer look into the $1.6m Transfer Balance Cap
  • Strategies to consider to mitigate the potential impacts of the changes including:
    • Is it beneficial to be moving assets outside of superannuation?
    • Is the Transition to Retirement (TTR) strategy dead?
    • Is the re-contribution strategy for estate planning purposes dead?
    • Should you be superannuation splitting with your spouse?


Property - Primewest

  • Why property is an attractive asset class for SMSFs
  • The outlook for the Perth property market
  • Why you would consider investing in a property syndicate for your SMSF
  • What are the advantages and disadvantages of investing in a property syndicate
  • What to look for in selecting a successful property syndicate
  • What sets different property syndicates apart
  • What returns should you expect from property syndicates


Investing Like a Professional - L1 Capital

  • Best investment ideas for 2018
  • How to protect your SMSF capital in down markets
  • What is their investment philosophy
  • How short selling works
  • The risks to markets in 2018
  • What to look for in an investment


Estate Planning for Your SMSF – Entrust Private Wealth Management

  • The superannuation changes and the impact on your SMSF estate plan
  • Building a succession plan for the management of your SMSF
  • Does super form part of your estate
  • Strategies to safeguarding your estate so your intended beneficiaries end up with your super
  • The tax consequences for your beneficiaries in receiving your super
  • Strategies to maximise your estate (such as re-contribution strategies) and reduce the impact of the taxman
  • How to avoid the common mistakes
  • What are superannuation death benefit nominations and the difference between binding and non-binding
  • What’s the right trustee structure for your SMSF
  • The need for reversionary pensions
  • Why Enduring Powers of Attorney are essential for all SMSF trustees



The WA Market - Westoz

  • What is the outlook for the WA economy
  • Where they see investment opportunities
  • How to gain exposure to a recovering WA market
  • Key investment ideas for 2018
  • Challenges in running a Listed Investment Company (LIC)
  • Their best investment decision in 2017
  • What’s the outlook for resource companies
  • What they look for in an investment opportunity


Speakers


  • Magellan - Magellan was formed in 2006 to generate attractive returns for clients by investing in global equities and global listed infrastructure while protecting their capital.

  • Self Managed Solutions - Self Managed Solutions are West Australian Self-Managed Superannuation Fund accounting specialists.

  • Entrust Private Wealth Management - Entrust Private Wealth Management is a West Australian firm founded to meet the needs of those who value a relationship with a knowledgeable adviser acting in their best interest.

  • Primewest - Primewest is a proven property syndicator and developer with an objective to achieve maximum returns for their investors.

  • Westoz Funds Management - Westoz Investment Company Limited is a listed public company that has been established to provide investors with an exposure to a portfolio of assets that are intended to show consistent positive returns.

  • L1 Capital - L1 Capital is a global investment manager established in 2007 with offices in Melbourne, New York and London.

  • Guest Lunchtime Speaker – West Coast Eagles High Performance Manager Glenn Stewart


What are my transport / parking options for getting to and from the event?

The UWA Club is located off Hackett Drive. Free parking is available on Hackett Drive (spaces are limited). Paid parking options are available within UWA (see map below - with the green car representing paid parking options).

Buses are available. Please refer to Transperth for further details. Bus number 102 is available from the Esplanade / Elizabeth Quay bus terminal.

UWA Club - Map and Parking

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Date and Time

Location

The University Club (The UWA Club)

Hackett Drive

Crawley, WA 6009

Australia

View Map

Refund Policy

No Refunds

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