SMSF Workshop
Join us for the OneSite Finance Self Managed Superannuation Fund - SMSF Workshop on Thursday, 11 May 2017
This is an educational workshop with industry experts aimed at Clients who are thinking about setting up their own Self Managed Super Funds - SMSF.
The workshop will be held in a friendly round table environment where you can ask as many questions as you want and get all the advice you need from our resident experts.
If you and your spouse have amassed a sizeable superannuation balance, this workshop will show you the pros and cons of starting your own Self Managed Superannuation Fund (SMSF).
An SMSF opens up a number of investment classes you can not participate in when you are part of a retail or industry fund. But on the other, it comes with a number of regulatory conditions and costs.
All presenters at the Workshop are experts in Accounting, Tax Advisory, Financial Planning and Investment Lending. The workshop will cover the following topics:
- The taxation of Superannuation
- The pros and cons of running your own SMSF
- Investment classes and opportunities within an SMSF
- Investing in property through your SMSF
- The use of leverage to finance investments
- Insurance requirements and considerations
- The costs involved in running your own SMSF
Workshop Details
- DATE
Thursday, 11 May 2017
- TIME
6:00 - 8.00 PM
Drinks and refreshments start at 6:00PM. The presentations and round table workshop will start at 6:30PM. Depending on questions, we are aiming to finish at 7:30 - 8:00PM.
- ADDRESS
OneSite Finance
505/50 Holt Street,
Surry Hills NSW 2010
- DIRECTIONS
Our office is a 5 minute walk away from the Southern end of Central Station. Exit Central Station and walk up Devonshire Street. There is also time limited parking available on the streets surrounding Holt Street.
Key Presenters
Harry Edwards
Chartered Accountant
Harry is the Managing Director of Bell Partners Norwest. Harry grew up with a fascination for business. His expertise lies in business advisory, business restructuring, accounting, tax advisory and establishing key performance indicators for maximising business management.
Harry works extensively with small to medium businesses on better structuring and managing their businesses to balance the growth and profit objectives of their owners.
Being a business owner and investor himself, Harry implements his own recommendations.
Charles Adams
Financial Planner
Charles is the co-principal at WrightAdams Advisory, a boutique Financial Advisory firm. Charles has spent 9 years in the Financial Planning industry working and guiding clients to a secure financial future.
Over the years, he has assisted hundreds of clients with their insurance, investment and retirement planning needs.
Charles has assisted a number of his clients in establishing and running their own SMSFs, saving and accumulating wealth as well as strategies for pre and post retirement.
Liz Zaki
Loans Advisor
Liz has 12 years experience in the Mortgage industry with deep expertise in residential property. Liz has organised loans for first home buyers, property investors - experienced and first timers, business owners, Self Managed Super Funds (SMSF) and many more.
Liz works closely with her clients to ensure any solutions she recommends will fit their current and future needs.
She is also an avid property investor herself and manages her own SMSF with the help of Harry and Charles.
Executive Summary
This is an educational workshop with financial services industry experts. Our aim is to educate Clients who are thinking about setting up their own Self Managed Super Funds - SMSF.
We will discuss the pros and cons of establishing and running your own SMSF over being a member in a retail or industry fund.
On the one hand you can invest the fund's money in additional investment classes you don't get access to when you're a member in a retail or industry fund. Investment classes such property. And how you can use leverage to invest with the SMSF framework.
On the other, there are a number of regulatory conditions and costs involved. Both in setting up a new fund, as well as in administering it going forward.
Please feel free to send any questions or other topics you want us to cover in advance. We will try to tailor our presentations around them.
