Sydney SMSF Half-Day Workshop – Friday 27th September
Strategic Review of your SMSF
The Best laid wealth accumulation and retirement plans can go terribly wrong if your Trust Deed , Contribution arrangements , Estate or Incapacity plans are not current or valid. What results can be a very expensive for yourself and stressful time for your loved ones.
Join us for an interactive and thought provoking half day workshop with interaction within your table group and combined workshop.
Explore what’s needed to be considered when putting in place an effective Deed , Reviewing your TBC & Contribution arrangements and valid Estate or Incapacity plan. Even more so, leave the session with a list of ‘must do’s’ for your personal situation. Invaluable advice that would normally cost you thousands of dollars in professional fees.
The workshop will be driven via a series of case studies that will cover off a diverse list of issues in relation to this important topic.
The presentation will cover diverse topics, including maximising the amount you can get into your fund, retirement planning, and what to consider in relation to taxation, incapacity and estate planning.
11 Help Street
Chatswood, NSW 2067
|AIA Members & Guests||$ 60.00|
|Non Members||$ 95.00|