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Vital SMSF & Estate Planning Strategies – Sydney, NSW

December 12 @ 10:00 am - 11:30 am

Free

Secure your family's future - SMSF event

 

 

 

 

 

 

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, 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^

Speaker
Michael Kloeckner B Com LLB Dip Fin Super
Director Private Clients and Head of Clime Super

*With establishment of Clime Discrete Share Portfolio service available to Wholesale clients only, as defined by the Corporations Act.
^For sophisticated/wholesale investors as defined by the Corporations Act.

 

Click here to register

 

Details

Date:
December 12
Time:
10:00 am - 11:30 am
Cost:
Free
Event Category:

Venue

Clime Office – Sydney
Level 7, 1 Market Street
Sydney,NSW 2000 Australia
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