NOVEMBER 9 / 5:30 PM

Managing the SMSF post 1st July changes

29th & 30th March 

 

 

We are running two Workshop's on Wednesday 29th and Thursday 30th March to help you get clear on how to manage your SMSF post 30 June, in a way that will generate your retirement income for more many long, secure and enjoyable post work years.

It’ll be perfect for you if you if you are concerned about your super investment under the new changes and want to make a significant impact on your future retirement lifestyle.

This workshop it for you if:

1. You have a SMSF

2. Want to know what the 1st July changes means for you - potential opportunities or threats

3. Want to know if you have enough super for retirement to live the life you wish/plan

4. You want to know how to manage your SMSF in a way that will generate your retirement income for many long, secure and enjoyable work years.

5. Not sure how your super is stacking up against other investments?

We will reveal to you the number one strategy that we show our SMSF clients that change the way they manage their SMSF giving them greater confidence and control of the unforeseen future. It's a great strategy and you'll be surprised just how simple it is to manage. 

 

Recently, we helped a couple put in a super contribution of $1,140,000 into their SMSF in 1 day. If they waited a few months, this would have reduced to only $650,000/ For a couple on an individual tax rate of 49%, we estimated this would save them $99,960 over 10 years!

SMSF Workshop

2017 SNB Business of The Year

2017 

Professional Services Award

Tel. (02) 8014 7608

Email. info@peerwealth.com.au

Mon - Friday 8:30am-5:30pm

  • Facebook Social Icon
  • Instagram Social Icon

Manly Office

202b / 39 East Esplanade Manly NSW 2095

Forster Office

12 Wallis St Forster NSW 2428

 

Mon-Friday 8:30 - 5:30pm

Liability limited by a scheme approved under Professional Standards Legislation.* *Other than for the acts or omissions of financial services licensees