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Clime Office – Sydney

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Level 7, 1 Market Street
Sydney,NSW 2000 Australia

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    October 2017

    Vital SMSF & Estate Planning Strategies – Sydney, NSW

    October 26 @ 10:00 am - 11:30 am
    Clime Office – Sydney, Level 7, 1 Market Street
    Sydney,NSW 2000 Australia
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    Free

                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…

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    November 2017

    Risk and Return: Understanding the trade-off – Sydney, NSW

    November 2 @ 10:00 am - 11:30 am
    Clime Office – Sydney, Level 7, 1 Market Street
    Sydney,NSW 2000 Australia
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    Free

        With investing, as with life in general, risk forms an integral, unavoidable part of getting ahead. Understanding the amount of risk is the key. The more we know and evaluate, the better we can prepare. Identifying risk, and assessing levels of uncertainty versus potential returns may well be the difference between success and failure. Join us for this insightful presentation on evaluating risk in your investments. Agenda: - What causes risk - Types of risk - Asset classes…

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    Vital SMSF & Estate Planning Strategies – Sydney, NSW

    November 10 @ 10:00 am - 11:30 am
    Clime Office – Sydney, Level 7, 1 Market Street
    Sydney,NSW 2000 Australia
    + Google Map
    Free

                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…

    Find out more »
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