Super & Financial Planning

Financial Planning

Have you considered using a professional financial planner?

Good financial planning advice will help investors structure their finances to reduce tax by focusing on superannuation and
tax legislation. By not having the correct structure, investors can seriously harm the value of their portfolio and wipe out gains
their shares may have made.

Come and talk to financial planning professionals and learn about:

• Financial strategies to retire in a few years
• Transition to retirement pensions - what are they
• Superannuation - the new rules an how to take advantage of them

Self managed super funds

• Self managed super funds currently have over 700,000 members with over $312bn in assets. They now represent 10% of the share market according to the tax office. Should you have one?
• Come and learn what they are and how to use them - for new investors
• Discover the latest rules
• Find new investments you can add to your self managed super fund. Talk to experts about whether you are compliant

Visit the Super Theatre - free daily seminars on financial planning strategies and superannuation