SMSF Masterclass   book now

New Date Added - 9th September 2018

Join SMSF Specialist™ and Your Money columnist Rowan Jones in a FREE SMSF Masterclass.

Do you think your SMSF should be doing better or need more support to get the most out of your SMSF? Then come along and listen as SMSF Specialist™ and Your Money columnist Rowan Jones explains in simple easy to understand language strategies to put in place to help protect and grow your family’s money.

When: Sunday the 9th September 2018. 8:45am (for 9:00am start) to 12pm

Where: Level 18, Alluvion Building, 58 Mounts Bay Road, Perth WA

Registrations: Please click HERE to register for your FREE tickets. Registration is essential

Enquires: email This email address is being protected from spambots. You need JavaScript enabled to view it. or call 9476 3969

Parking: The closest paid carparks are the Convention Centre and Westralia Square

Public Transport: Elizabeth Quay train / bus station is a 500m walk to the venue

Topics Include:

How to Invest your SMSF Like a Professional

  • Insights on how to diversify your SMSF across asset classes
  • Should you be using Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs)
  • How we positioning our clients’ portfolios

Estate & Succession Planning for your SMSF

  • The most common mistake we see and how to avoid them
  • Steps to ensure your intended beneficiaries, and not the tax man, end up with your super
  • What a succession plan for your SMSF looks like

Strategies in the Changed Superannuation Environment

  • Is super still the best place for your retirement assets?
  • Making sure you are not missing the easy wins
  • Current strategies being implemented