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WEBINAR: Is self-managed super right for you?

superfund partners logo_Webinar.jpg

Wednesday 7 October 2015, 12:00 pm AEST

Superannuation_Custom Image.jpgMore and more Australians are taking control of their financial lives and accessing wider investment choice via a self-managed super funds (SMSF), however this is an area many of us still don’t fully understand.

In this webinar Chloe Ward, SMSF Specialist Manager from Superfund Partners will discuss:

• Suitability
• How to set up a SMSF
• Your ongoing obligations and responsibilities
• Investment choices
• Strategies you can use
• Initial and ongoing costs involved
 
A lot of what you hear about SMSFs in the media or from friends and family can be a long way from the truth.  We will separate fact from fiction and answer the question: Is a SMSF really ‘self-managed’?

In this webinar, you will walk away with a good understanding of: 

• Overview of the roles and responsibilities of SMSF trustees
• Administration requirements of SMSFs
• Main investment restrictions applicable to SMSFs
• Whether an SMSF is the right choice for you

Superfund Partners will also be holding a SMSF e-workshop on October 19th, where you will be taken through the SMSF options in more detail and walk away with a plan on what the best SMSF option is for you. Registrations open soon. Places are limited, so go to the CCIQ events page to secure your place in this e-workshop.

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Email: advice@cciq.com.au

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