SMSF Master Class (24th March Morning Session)

Join SMSF Specialist™ and Your Money columnist Rowan Jones in a FREE SMSF Masterclass.

Are you worried about potentially losing your franking credits or just think your SMSF could be doing better? Then come along and listen as SMSF Specialist™ and Your Money columnist Rowan Jones explains in simple easy to understand language strategies to put in place to help protect and grow your family’s money.

When: 9:00am to 12:00pm Sunday the 24th of March (please arrive 8:45am for a 9:00am start)
Where: Level 18, Alluvion Building, 58 Mounts Bay Road, Perth WA 
Registrations: Click the provided link to register for your FREE tickets. Registration is essential
Enquires: email info@entrustpwm.com.au or call 9476 3969
Parking:  The closest paid carparks are the Convention Centre and Westralia Square
Public Transport: Elizabeth Quay train / bus station is a 500m walk to the venue
Refreshments: Complementary morning tea provided

Topics Include:

How to Invest your SMSF Like a Professional

• Does your investment strategy need to change if you lose your franking credits?
• Insights on how to diversify your SMSF across asset classes
• How we're positioning our clients’ portfolios

Estate and Succession Planning for your SMSF

• The most common mistake we see and how to avoid them
• Steps to ensure your intended beneficiaries, and not the tax man, end up with your super
• What a succession plan for your SMSF looks like

Strategies in the Changed Superannuation Environment

• Is super still the best place for your retirement assets?
• Making sure you are not missing the easy wins
• Current strategies being implemented