SMSF education seminar - Is an SMSF right for you?

Self Managed Super Funds (SMSFs) have now become the largest superannuation sector by value representing 31% of Australia's total retirement savings. 

What will the seminar discuss?
The SMSF education seminar will provide you with a complete understanding of SMSFs. This will help you assess if an SMSF is right for you or whether another type of super fund is more suitable for your needs. After the presentation there will be ample time for questions to address your specific questions or concerns.

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Estate Planning - Discretionary Testamentary Trusts education seminar

Including a testamentary trust in your Will can offer your beneficiaries potentially significant tax savings and help protect your gift from a beneficiary’s marital breakdown, spendthrift tendencies or other situation that could lead to undue waste and dissipation.

What you’ll learn at this seminar
Our Discretionary Testamentary Trusts education seminar, presented by Rachael Rofe, will discuss how a testamentary trust could help you:

         • Ensure your gift stays with your intended beneficiary in the event of marital or 
           commercial breakdown.
         • Give your beneficiaries the opportunity to minimise tax payable on income 
           generated from their inheritance. 
         • Protect and preserve an inheritance from undue waste and dissipation due to 
           factors such as spendthrift tendencies, age, mental health, addictions or other 
           vulnerabilities of a beneficiary.

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Property Investment education seminars

Discover how investing in residential property can enhance your investment portfolio and increase your net wealth. You’ll learn how to choose the right investment strategy and structure, and why it’s vital to invest in the right property in the right location.

What will I learn at the seminar?
By attending our Property Investment education seminar, you’ll learn about:
         • your investment strategy options
         • the benefits of various investment structures including SMSFs, trusts and investing 
           in your personal name
         • property investment fundamentals
         • selecting the right assets
         • property cash flows 
         • creating your portfolio 
         • your financing options
         • borrowing to invest inside your SMSF
         • recent legislative changes, and
         • the current property market outlook. 

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