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Tax & Wealth Tips for Property & Shares

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Deakin Burwood Corporate Centre (BCC)

221 Burwood Highway

Burwood, VIC 3125

Australia

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The Deakin University Community Bank® is pleased to present the latest edition in its successful series of seminars, this time focusing on tax effective planning for investing in property and shares.

Whether you’re a seasoned investor or looking to learn more about the share market, our two expert speakers aim to cover topics and tips for all levels.

Hosted by Deakin’s own Professor Barry Cooper, this seminar will feature presentations from Deakin Alumni Roger Fredrick and Josh Sharp, of Leveraged, a subsidiary of Bendigo Bank.

Roger is a Chartered Accountant with over 7 years’ experience in accounting, taxation and advisory services. He is also a former President of the Deakin Business School Alumni and a current board member of the Deakin University Community Bank. Roger will be sharing information with you based around:

  • Property Investment

  • Tax minimisation

With over 13 years’ financial services experience, Josh has a proven record of helping customers generate wealth through online share trading & borrowing funds to invest.

At this seminar Josh will share with you information on:

  • Share trading trends and introduce Bendigo Invest Direct) Bendigo Bank’s easy-to-use, affordable share trading platform

  • Margin lending: borrowing to invest in growth assets, such as shares and managed funds

As well as food for your brain, the seminars will provide you with a little sustenance in the way of a morning tea.

Look forward to you joining us to learn some valuable lessons in financial management around the end of this and future financial years.

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Date and Time

Location

Deakin Burwood Corporate Centre (BCC)

221 Burwood Highway

Burwood, VIC 3125

Australia

View Map

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