SMSF Seminars in Geelong

Educational SMSF Seminars

We run a number of information sessions to help educate both existing SMSF trustees and those considering establishing an SMSF. These sessions are held in our boardroom and the numbers are limited in order to ensure a more informal and interactive session that delivers maximum value. As a result, bookings are essential.

Our Next Seminar

Topic Is an SMSF right for you?
Date To be advised
Time 7.00pm to 8.00pm
Location Level 2, 235 Ryrie Street, Geelong
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    SMSF Educational Seminars

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      SMSF Educational Seminars

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      Is an SMSF right for you?

      This session is primarily designed for those considering a new SMSF, however existing SMSF trustees may also benefit from the content. During this seminar, we will cover an overview of SMSFs, the pros and cons of SMSFs, an explanation of how they work and your obligations and responsibilities as a trustee. We will also cover some basic SMSF strategies.

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        SMSF Educational Seminars

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        Getting the most out of your SMSF

        This session is directed towards existing SMSF trustees and assumes a reasonable working knowledge of superannuation law and the rules relating to SMSFs. We examine a number of different tax effective strategies and also explore some of the unique opportunities available to you, as an SMSF trustee.

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          Borrowing in Super-Tips &Traps

          Borrowing to invest within superannuation is becoming an increasingly popular strategy – however the rules of borrowing in super are quite different to those outside of it. This session will help you understand the advantages and disadvantages of borrowing in super, as well as the legislative requirements and restrictions that apply. You will gain insight into how the rules work, obtain a number of valuable tips and strategies, and learn how to avoid the common pitfalls.

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            SMSF Educational Seminars

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            Estate Planning Strategies

            SMSFs can assist you in passing your wealth onto your beneficiaries, in a tax effective way. This session looks at several strategies to help minimise the tax burden for your beneficiaries. We will cover with some basic concepts, such as the pros and cons of the different death benefit nominations you can make, as well as the use of reversionary pensions. We will then go on to explore some more advanced strategies (such as quarantining the different tax components, operating multiple pension accounts, cash out and re-contribution strategies and the availability and use of anti-detriment payments).

            For more information, or to express interest in attending a seminar, please click on one of the above buttons and complete the form. Alternatively, contact us on 5229 6882.