SMSF Workshop - Thursday 23rd March 2017
All the basics you need to know about SMSFs and if its the right strategy for you.
What will you learn at this event?
1. Do I need a SMSF?
- The why, what and how
- Strategy and market update
2. How to avoid making mistakes.
- Bare trust set up
- Loan requirements
- Current lending environment
3. Ask the legal expert- Sam Zeitoune, Legal Director LLM, M Tax, MA (IBFM)
- Deed set up
- Trustee Company set up
- Trustee Roles and Responsibilities
- The Do's and Don'ts
- Binding Death Nominations
- Estate Planning considerations
4. SMSF Investment Strategy
- Risk profiling group excercise
- Asset Allocation study
- Contribution strategies
- Tax minimisation strategies
- Liquidity and cash flow strategies
5. Real life SMSF Case study
- Model portfolio
- LRBA Pitfalls
- Tax considerations
When & Where
Arthur Kallos - Event Manager
Our workshops are designed to help you navigate your financial future. We have helped hundreds of people to successfully get on the ladder to investing for their financial future and into their retirement. The following workshops are designed to cover these main areas of specialisation.
THE SELF-MANAGED SUPER FUND WORKSHOP: Covers all aspects of whether this is the right strategy for you and how it can be of most benefit in achieving your financial goals.
THE WEALTH ACCELERATION WORKSHOP: We address the current state of the Australian property market. What drives property prices over the short and long term and where and what properties you should put your money into?
FINANCIAL PLANNING 101: What they should have taught you in school but probably didn’t; this workshop is specially designed for the 25-40 year old investor to start their investment journey.
THE LIFE AFTER WORK WORKSHOP: Find out if you have enough retirement money to see you through the rest of your life and how to maximise your retirement income while doing so.
Our company is headquartered in Melbourne with offices in Sydney and Brisbane