SHAW AND PARTNERS -
LEVEL 15 / 60
CASTLEREAGH ST, SYDNEY
ABOUT THE EVENT /
Do you think your super can be doing more? Do you know what options you have available to your superannuation?
With super being one of your biggest assets, ensuring your super is working hard for you is vital.
Our experts will share with you their thoughts on:
investment opportunities in todays environment;
the new super rules & the new tax planning strategies;
the reports you should be receiving regularly;
how we partner with our clients.
This is a free event.
Drinks and canapés will be provided.
Please secure your seat through the red "Register Now" button above.
Shaw & Partners is one of Australia's preeminent investment and wealth management firms with approximately $10 billion of assets under advice. Senior Advisor, James Gerrish will be sharing with you the latest investment opportunities in todays markets. James and his team bring a considerable level of experience dealing with institutional and high net worth clients within Australia & abroad. James is also the Primary Contributor to Market Matters - an online investment report that is passionate about bindging the gap between institutional level insight and the retail investor. James holds a Bachelor of Management (Accounting), is RG146 accredited and a Level 2 Accredited Derivatives Advisor. He is a regular contributor to mainstream media, including weekly appearances on Sky Busines and is regularly quotes in the AFR and other mainstream publications.
Peer Wealth is a complete wealth management and accounting firm that has been named Sydney Northern Beaches 2017 Business Of The Year. Peer Wealth specailies in those who manage their super fund themselves or with and invesment/management company. Our experts are trained to pick up the little things that save you alot, we dont only want to meet your annual SMSF compliances, we want to create value for you. Ben Atkinson, Partner at Peer Wealth with Bachelor of Accounting and CPA qualified, will be sharing tax strategies that you should consider under the new super rules along with estate planing stratgeies and showing you how we support and partner with our clients.
SHAW & PARTNERS AND PEER WEALTH /
ORGANISERS OF THIS EVENT