Starting in Brisbane – February 2014
“Is a Self Managed Super Fund right for you?”
Self Managed Superannuation is a hot topic at the moment. Many people are being talked into setting SMSF to own an investment house via slick property marketeering. This can be a huge mistake unless you know what you are doing.
Merely setting up a Self Managed Super Fund (SMSF) does not guarantee success. It needs to be crafted to the owners needs. A SMSF structure can be a tax-effective investment machine. But it must be used the right way. Like turning a house into a home, a new SMSF shell must be furnished to meet the particular needs of the family.
My 1-hour evening workshop will cover:
- How to know if a SMSF is right for you?
- How much money do you need?
- How much work is it to manage?
- How and when can you access your money?
- How to making a SMSF actually work?
- How to keeping the costs down?
Numbers will be limited to 8 people per session so that we can field questions and put everyone on the right path with their superannuation. We will conduct as many small group workshops as we need to.
The workshops will be held at Toowong, Brisbane after hours and there is no cost to attend. Yes, of course we would like you to consider us as your ongoing advisers but there is absolutely no obligation.
To register your interest just send me an email personally to firstname.lastname@example.org