Let Clime Super ensure your superfund is structured to maximise the security of your family’s future.
Michael will detail best practice in the areas of Self Managed Super Fund (SMSF) administration & accounting, Estate Planning and multi-asset funds management. You may be surprised to hear the number of factors that can come into play within your SMSF & estate plan.
– 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
Clime will also offer attendees:
– FREE Clime Super SMSF consultation
– FREE estate plan consultation
– FREE SMSF establishment or re-structure offer*
– FREE share portfolio assessment^
Michael Kloeckner B Com LLB Dip Fin Super
Director Private Clients and Head of Clime Super