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Vital SMSF & Estate Planning Strategies – Brisbane, QLD

August 24 @ 10:00 am - 11:30 am

Free

Secure your family's future

 

 

 

 

 

 

Let Clime Super ensure your superfund is structured to maximise the security of your family’s future.

Helen will detail best practice in the areas of Self Managed Super Fund (SMSF) administration & accounting, Estate Planning and strategies for dealing with the changes 1 July 2017. Attendees have expressed their surprise at the number of factors explained by Helen that they had not considered within their SMSF and Estate Plan, and how useful the strategies are.

Speaker
Helen Russo CFP® MFinPlan, ADFS (FP), Cert IV (TAE) FAIM
Client Director

Certified Financial Planner | Authorised Representative No. 316520
Clime Private Wealth | ABN 87 235 168 is a Corporate Authorised Representative No 1252040 of Futuro Financial Services ABN 30 085 870 015 (AFSL238478)

 

Agenda
– Super Budget change strategies
– Sustainable tactical asset allocation for your SMSF
– Do I need an SMSF company trustee?
– General, corporate and enduring powers of attorney
– Medical Guardianships
– Advanced Health Care Directives
– Binding/non-binding lapsing/non lapsing death nominations
– Beneficiary controlled and capital protected testamentary trust wills
– Estate planning strategies to minimise tax and maximise asset protection

 

Click here to register

 

Details

Date:
August 24
Time:
10:00 am - 11:30 am
Cost:
Free
Event Category:

Venue

United Service Club
183 Wickham Terrace
Spring Hill,QLD4000Australia
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