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May 2018

Vital SMSF & Estate Planning Strategies – Sydney, NSW

May 29 @ 10:00 am - 11:30 am
Clime Office – Sydney, Level 7, 1 Market Street
Sydney,NSW 2000 Australia
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  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. Agenda - Sustainable tactical asset allocation for your SMSF - Do I need an SMSF company trustee? - General,…

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