Skip Main Navigation
Page Content

Save This Event

Event Saved

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

Ticket Type Sales End Price Fee Quantity
General Admission 25/05/2017 $110.00 $0.00

Share SMSF Workshop - Melbourne

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

Save This Event

Event Saved

When & Where


Level 7/468 St Kilda Road

Melbourne, VIC 3004
Australia

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


  Add to my calendar

Organiser

Arthur Kallos - Event Manager

IDORANGELOGO


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.

 

  Contact the Organiser
SMSF Workshop - Melbourne
Things to do in Melbourne

Please log in or sign up

In order to purchase these tickets in installments, you'll need an Eventbrite account. Log in or sign up for a free account to continue.