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Upcoming Seminars/Workshops

Seminar Topics:

Property Instalment Warrants

This seminar will provide an introduction to property instalment warrants for trustees and members interested in purchasing a property using this strategy in their self managed super fund. It will take a look at the benefits and risks of running this strategy and some of the investment fundamentals you will require from your property investments to make this strategy work.

   
SMSF Basics

This seminar will demonstrate the how individuals may be able to take control of their superannuation savings and benefit from the distinct advantages that self managed super funds can have over ordinary funds. The presentation will touch on a couple of powerful strategies which can boost retirement savings, pension incomes and minimise the tax you pay on death.

Demonstrates impressive mastery of complex topic - P. Worrall (Sydney)

An excellent presentation, obviously very good at his job - S. Johnson (Sydney)

Who knew superannuation could be so enjoyable and entertaining - S. Shaw (Sydney)

   
Transition to Retirement Pensions

The use of transition to retirement pensions if structured apprpriately can provide signficant financial flexibility and has the potential to maximise your future superannuation benefits. The tax advantages are also quite attractive, something many are not aware of. This seminar will introduce you to transition to retirement pensions the many benefits these pensions they confer not only on your income tax and super benefits but also your lifestyle.

   
Take Control of your Super

Take control of your superannuation and see how a self managed super fund can give you control of your future. This seminar unlocks some of the secrets of self managed super funds. With something for those with a fund, or those looking to start one you'll find out about:

  • The benefits of running a fund;
  • Borrowing to invest in property; and
  • A tax refund that will surely surprise you.

Seminar Dates:

Sydney:    
  Property Instalment Warrants TBC Book Now
       
  Take Control of your Super TBC Book Now
       
  SMSF Basics 6.00pm - 7.30pm
Thursday 12 February
Book Now
       
  Transition to Retirement Pensions TBC
Book Now


Sydney North:    
  Property Instalment Warrants TBC Book Now
       
  Take Control of your Super TBC Book Now
       
  SMSF Basics 6.00pm - 7.30pm
Thursday 12 February 2009
Book Now
       
  Transition to Retirement Pensions TBC
Book Now


Melbourne:    
  Property Instalment Warrants TBC
Book Now
       
  SMSF Basics 6.00pm - 7.30pm
Thursday 5th March 2009
Book Now
       
  Transition to Retirement Pensions TBC
Book Now



Perth:    
  Property Instalment Warrants TBC Book Now
       
  SMSF Basics 6.00pm - 7.30pm
Thursday 19th February 2009
Book Now
       
  Transition to Retirement Pensions TBC
Book Now

Family Law Super Workshop (One Day) – Coming soon

We are in the process of finalising our one day Family Law Superannuation Workshop, places will be limited, to register your interest please click here and we will forward you the invitation as soon as the details have been finalised.

Your thoughts on the next seminar topic.

Participate in developing the next seminar by forwarding us a superannuation family law topic you would like us to address.

 

 

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