Superannuation

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July 9, 2021

Self Managed Superannuation - Is It Right For You?

Samantha Baker

Administrator

You’re invited to our Self Managed Superannuation seminar. It’s taking place at the Mornington Golf Club on the 29th of August. Join us for drinks and canapés.


You’re invited to our Self Managed Superannuation seminar. It’s taking place at the Mornington Golf Club on the 29th of August. Join us for drinks and canapés. We'll be sharing on key updates in the SMSF space, unpacking detailed case studies, and making time for your questions.

We’ll be working through the following case studies, and providing commentary and general advice around the pros and cons of using a SMSF for people in similar situations. 

Case Study #1 - The Small Business Owner

This person is married, a business owner, and a member of a growing family. They’ve always been self employed, and are looking to buy commercial property instead of continuing to rent their premise.

Case Study #2 - The Young Professional 

This person is on the look out for opportunities, and wanting to grow their investments while enjoying the best life has to offer. They believe in letting money work for them. Family life is new, or sought after and are considering how to provide best for the people they love.

Case Study #3 - The Pre Retiree 

This person is planning for retirement, and looking to maximise income as they move into the next phase of life. They own their own home. The kids are gone. The business is sold or close to it. 

If you’re thinking any of these sound like you, or people you know. It’s worth you getting a ticket, grabbing a drink, and hearing what our industry experts have to say. 

Interested in understanding what is happening in the self managed superannuation fund world and how this may affect your holdings, or if you're considering if SMSF is the right investment choice? Register now.

Register Now

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