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SMSF Masterclass  

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

Are you worried about potentially losing your franking credits or just think your SMSF could be doing better? 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: Saturday the 23rd of March or Sunday the 24th of March 2019

Morning Session: 9:00am to 12:00pm (please arrive 8:45am for a 9:00am start)

Afternoon Session: 1:30pm to 4:30pm (please arrive 1:15pm for a 1:30 start)

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

Registrations: Click the provided Saturday morning, Saturday afternoon or Sunday Afternoon link to register for your FREE tickets. Registration is essential

Refreshments: Complementary morning or afternoon tea will be provided

Saturday Morning Session 

Sold out

Saturday Afternoon Session

Sold out

Sunday Morning Session

book now

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

  • Does your investment strategy need to change if you lose your franking credits?
  • Insights on how to diversify your SMSF across asset classes
  • 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