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SMSF Workshop - Melbourne

Arthur Kallos - Event Manager

Thursday, 25 May 2017 from 6:30 pm to 9:00 pm (AEST)

SMSF Workshop - Melbourne

Ticket Information

Type End Quantity
General Admission 25/05/2017 Free  

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Event Details

SMSF Workshop - Thursday 25th May 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
Have questions about SMSF Workshop - Melbourne? Contact Arthur Kallos - Event Manager

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When & Where

Level 7/468 St Kilda Road

Melbourne, VIC 3004

Thursday, 25 May 2017 from 6:30 pm to 9:00 pm (AEST)

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Arthur Kallos - Event Manager


Investors Direct was founded by Bill Zheng in 2001, initially as a mortgage finance business, dedicated exclusively to servicing residential property investors. 

The company has now expanded to 5 divisions that deliver the following services to property investors:

    Investor Education

    Property Advisory

    Financial Planning

    Mortgage Solutions

    Property Management

We aim to assist our clients to achieve financial freedom through combining a prudently managed portfolio of residential property investments and strategic financial planning advice.

Our in-house services cover key aspects of the property investing life cycle including:

    Educational services that enable you to make better informed decisions in the current market;

    Financial planning services for goal-setting, cash flow management coaching and accountability to minimise

and control risks in your personal and financial affairs;

    Mortgage services to best leverage your personal finance situation to maximise your buying capacity;

    Property Advisory services to help you acquire, manage and review the performance of your property portfolio

both inside and outside of your Superannuation;

    Property Management services to help you maximise the returns from your investment properties. 

We also have dedicated external specialists to assist you with taxation, legal and non-residential property

investment should you require help in those areas.

Our company is headquartered in Melbourne, with offices in Sydney, Brisbane and Bejing.


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SMSF Workshop - Melbourne
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