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SMSF Summit book now

“Everything you need to know about running a successful SMSF in one place, in one day"

Join Your Money columnist Rowan Jones and leading industry experts for a day of insight into investment (both International and Australian shares), accounting, property, financial planning and estate planning for your SMSF.

Presented by: Rowan Jones B. Comm, Grad Dip AFI, SMSF Specialist™

When: Saturday 10th March – 8:45am (for 9:00am start) to 4pm

Where: The University Club, UWA, Hackett Drive

Tickets: $75 per person (includes morning tea, buffet lunch, afternoon tea and course materials)

Bookings: Please click HERE to book

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

Parking: The UWA Club is located off Hackett Drive (limited free parking is available on Hackett Drive). Please click HERE for parking options. 

Topics:

Investing Internationally – Magellan

  • Why should you consider investing internationally
  • Key global risks on the horizon
  • How they view the current market
  • Where they are seeing investment opportunities
  • The role of technology in global markets and the risk of disruption
  • What they look for in an investment
  • Best investment ideas for 2018

Running Your Fund – Self Managed Solutions

  • What does your SMSF accountant actually do
  • Why you need an auditor
  • What are your responsibilities as trustee
  • How much should you be paying your SMSF accountant
  • Biggest mistakes accountants see
  • Tips for making things easier and reducing your costs
  • What makes a SMSF tax return difficult
  • The role technology is playing in SMSF returns

Strategies for Creating Wealth / Superannuation Changes – Entrust Private Wealth Management

  • What are the recent legislative changes
  • Who will the changes impact and how
  • Is super still effective
  • How to ensure you don’t miss out on the ‘easy wins’
  • A closer look into the $1.6m Transfer Balance Cap
  • Strategies to consider to mitigate the potential impacts of the changes including:
    •           Is it beneficial to be moving assets outside of superannuation?
    •           Is the Transition to Retirement (TTR) strategy dead?
    •           Is the re-contribution strategy for estate planning purposes dead?
    •           Should you be superannuation splitting with your spouse?

Property - Primewest

  • Why property is an attractive asset class for SMSFs
  • The outlook for the Perth property market
  • Why you would consider investing in a property syndicate for your SMSF
  • What are the advantages and disadvantages of investing in a property syndicate
  • What to look for in selecting a successful property syndicate
  • What sets different property syndicates apart
  • What returns should you expect from property syndicates

Investing Like a Professional -  L1 Capital

  • Best investment ideas for 2018
  • How to protect your SMSF capital in down markets
  • What is their investment philosophy
  • How short selling works 
  • The risks to markets in 2018
  • What to look for in an investment

Estate Planning for Your SMSF – Entrust Private Wealth Management

  • The superannuation changes and the impact on your SMSF estate plan
  • Building a succession plan for the management of your SMSF
  • Does super form part of your estate
  • Strategies to safeguarding your estate so your intended beneficiaries end up with your super
  • The tax consequences for your beneficiaries in receiving your super
  • Strategies to maximise your estate (such as re-contribution strategies) and reduce the impact of the taxman
  • How to avoid the common mistakes
  • What are superannuation death benefit nominations and the difference between binding and non-binding
  • What’s the right trustee structure for your SMSF
  • The need for reversionary pensions
  • Why Enduring Powers of Attorney are essential for all SMSF trustees

The WA Market - Westoz

  • What is the outlook for the WA economy
  • Where they see investment opportunities 
  • How to gain exposure to a recovering WA market
  • Key investment ideas for 2018
  • Challenges in running a Listed Investment Company (LIC)
  • Their best investment decision in 2017
  • What’s the outlook for resource companies
  • What they look for in an investment opportunity

Speakers:

  • Magellan - Magellan was formed in 2006 to generate attractive returns for clients by investing in global equities and global listed infrastructure while protecting their capital.

  • Self Managed Solutions - Self Managed Solutions are West Australian Self-Managed Superannuation Fund accounting specialists.

  • Entrust Private Wealth Management - Entrust Private Wealth Management is a West Australian firm founded to meet the needs of those who value a relationship with a knowledgeable adviser acting in their best interest.

  • Primewest - Primewest is a proven property syndicator and developer with an objective to achieve maximum returns for their investors. Primewest manages a portfolio of assets in excess of $3 billion.

  • Westoz Funds Management - Westoz Investment Company Limited is a listed public company that has been established to provide investors with an exposure to a portfolio of assets that are intended to show consistent positive returns.

  • L1 Capital - L1 Capital is a global investment manager established in 2007 with offices in Melbourne, New York and London.

  • Guest Lunchtime Speaker – West Coast Eagles High Performance Manager Glenn Stewart