eq-2014-12
eq-2014-12
eq-2014-12
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STRATEGIES FOR<br />
GETTING THE MOST<br />
OUT OF A SMSF<br />
This evening seminar will provide<br />
insightful tips to help you maximise<br />
outcomes for a SMSF both in the<br />
pre-retirement and pension phase.<br />
Whether you have a SMSF or are<br />
considering one, you will gain useful<br />
tips to help you make the most of<br />
your SMSF.<br />
BY ATTENDING YOU WILL...<br />
• Learn how to structure your SMSF to maximise<br />
the pension phase<br />
• Gain an insight into the various transition to<br />
retirement strategies to ensure your pension<br />
meets your needs in retirement<br />
• Gain understanding of the preservation rules<br />
and how to deal with lump sums<br />
• Be able to consider pension strategies in light<br />
of recontributions and Centrelink considerations<br />
MEMBERS<br />
AND PARTNERS<br />
NON-MEMBERS<br />
Includes supper, tea and coffee.<br />
To register, please call<br />
1300 368 448 or register<br />
online at www.asa.asn.au<br />
$<br />
45 PP<br />
$<br />
65 PP<br />
Spaces strictly limited,<br />
book early to avoid<br />
disappointment.<br />
MLB<br />
ADL<br />
PER<br />
SYD<br />
CNB<br />
BNE<br />
MELBOURNE<br />
Batman’s Hill on Collins,<br />
623 Collins St Melbourne<br />
Max Newnham – Partner, Taxbiz Australia<br />
Aaron Dunn – Managing Director, SMSF Academy<br />
ADELAIDE<br />
Adelaide Royal Coach,<br />
24 D<strong>eq</strong>uetteville Tce, Kent Town<br />
Julie Steed – Technical Services Manager,<br />
Australian Executor Trustees<br />
Tim Miller – Head of Education & Market<br />
Development, Cavendish Superannuation<br />
PERTH<br />
Adina Apartment Hotel,<br />
33 Mounts Bay Rd, Perth<br />
Ron Doig – Director, Munro Doig<br />
Stuart Fulton – Financial Adviser,<br />
SFR Advisory Group<br />
SYDNEY<br />
Harbourview Hotel,<br />
17 Blue St, North Sydney<br />
Peter Hogan – National Manager SMSF Advice, NAB<br />
Paul Rickard – Director, Switzer Financial Group<br />
CANBERRA<br />
Hellenic Club City,<br />
13 Moore St, Canberra City<br />
04<br />
MAR<br />
6PM-9PM<br />
Vik Sundar – Practice Leader, Chamberlains Law Firm<br />
Tim Anderson – Private Wealth Manager, Elston Partners<br />
Tim McLaughlan, Strategic Wealth Adviser, Elston Partners<br />
BRISBANE<br />
Riverside Hotel Southbank,<br />
20 Montague Rd, Southbank<br />
Warrick Hanley – Principal, Fitzpatricks<br />
Private Wealth<br />
David Busoli – SMSF Specialist Mentor,<br />
Cavendish Superannuation<br />
24<br />
FEB<br />
6PM-9PM<br />
25<br />
FEB<br />
6PM-9PM<br />
26<br />
FEB<br />
6PM-9PM<br />
03<br />
MAR<br />
6PM-9PM<br />
05<br />
MAR<br />
6PM-9PM
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