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July 2018

Vital SMSF & Estate Planning Strategies – Melbourne

July 23 @ 9:30 am - 11:00 am

A seminar focussing on specific Tax and Estate planning strategies that will enable you to get the best out of your SMSF in light of the recent legislative changes. An opportunity to hear from and engage with two highly qualified SMSF specialists. Agenda - Tips and traps of the new downsizing rules - Managing the lifetime and contribution caps - Super vs non-super investing case study from a tax perspective - Comprehensive update on key areas of Estate Planning as…

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Beyond the Blue Chips – Brisbane

July 25 @ 10:00 am - 11:30 am

Following the recent Clime Mid-Year Roadshow, which discussed investment opportunities beyond ASX equities, this presentation is an opportunity to delve more deeply into why traditional ASX blue chips like the banks and Telstra are incapable of generating enough retirement capital and income. The presentation explains what can realistically be expected of ASX large companies and defines their true, more limited role. We also discuss non-blue chip alternatives available to SMSF investors including international equities in sectors not available on the…

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August 2018

Beyond the Blue Chips – Sydney

August 2 @ 10:00 am - 11:30 am
Wesley Conference Centre – Main Theatre, 220 Pitt Street
Sydney,NSW 2000 Australia
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Following the recent Clime Mid-Year Roadshow, which discussed investment opportunities beyond ASX equities, this presentation is an opportunity to delve more deeply into why traditional ASX blue chips like the banks and Telstra are incapable of generating enough retirement capital and income. The presentation explains what can realistically be expected of ASX large companies and defines their true, more limited role. We also discuss non-blue chip alternatives available to SMSF investors including international equities in sectors not available on the…

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