Self-managed super funds (SMSFs) are undeniably attractive to many financially sophisticated investors. They can offer lower fees, a wider choice of investments and greater control than other superannuation schemes.
However, managing an SMSF can be a very complex and demanding, full-time job. There are several legal and tax considerations, risks and opportunities, especially when it comes to estate planning, that must be kept in mind.
Owen Hodge Lawyers together with Warren Saunders Insurance Brokers will be holding a free seminar on Wednesday 20th May 2015 which will address these issues and many more. The seminar will be held in the Booth Saunders Pavilion at Hurstville Oval commencing at 5:30pm.
Luke Atkins from SMSF Consultants, James Kelly, Estate Planning Lawyer at Owen Hodge Lawyers, and David O’Hara, Financial Planner at Warren Saunders Insurance Brokers will all provide insights and advice into how to manage a SMSF effectively.
Topics up for discussion include:
- The importance of estate planning in a SMSF
- What is involved in setting up a SMSF
- What is required when it comes to investment strategy
- Property within super: How? Where? What? Why?
- How the recent government budget affects retirement and superannuation
This free, informative and no obligation information night is a great opportunity for those who want to learn more about self-managed super funds and estate planning.
For more information about the seminar visit: https://www.owenhodge.com.au/blog/smsf-investment-estate-planning-seminar/
If you have any questions about the seminar, please contact Christine at [email protected].
Date: Wednesday 20 May
Address: Booth Saunders Pavilion, Hurstville Oval, 30 Dora St, Hurstville, NSW
Registration: Places are limited. To reserve your seat, please visit https://www.owenhodge.com.au/blog/smsf-investment-estate-planning-seminar/ or call (02) 9549 0738.