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SMSF Trustee seminar

Wednesday 31 October 2018

One year on from the most comprehensive super changes in a decade. Do you understand the impact on your SMSF and retirement plans?

bulletBook online

With the changes now well established and their impact becoming clear, are you confident you understand how they have affected your retirement plans?

We’ll take another look at the new terminology, the impact of the recent changes on estate planning and the options available to you when planning for and navigating your retirement.

Our presenter, Marie Ickeringill, has extensive experience over many years in the specialist Superannuation area. Given the impact that the changes may have had on SMSFs, now is a good time to review your overall superannuation strategies.

In this seminar Marie will cover the following key topics:
bulletTransfer Balance Accounts and implications for Estate Planning
bulletThe new Transfer Balance Account reporting regime (TBAR)
bulletYour Total Super Balance and what it impacts
bulletDownsizer Contributions
bulletTips for containing your administration costs

Additional information

Venue: Saward Dawson offices  -  20 Albert Street Blackburn

Date and time: Wednesday 31 October 2018   6.00pm for 6.30 - 8.00pm

Cost: Free of charge. Please consider inviting a colleague. Light refreshments will be available.

Parking: Ample street parking is available including the adjacent car park on the corner of Albert St and Railway Road.

To book for this seminar

Online bookings: Book online

Call our office: 9894 2500 and ask for Jacki

 

 

 

 

 

 

 

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