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

Contact Us

Important Information

Peer Wealth Pty Ltd is a Corporate Authorised Representative (Representative No, 001281977) ABN 24 115 294 463 of Futuro Financial Services Pty Ltd, Australian Financial Services Licensee (AFSL 238478)

Financial Services Guide

Privacy Policy

P: (02) 8014 7608

E: info@peerwealth.com.au

Postal Address:

PO Box 444

Manly NSW 2095

This website contains general advice only. You need to consider with your financial planner (or adviser), your objectives, financial situation and your particular needs prior to making an investment decision. Futuro Financial Services Pty Ltd and its authorised representatives (or credit representatives) do not accept liability for any errors or omissions of information supplied on this website.

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

Peer Wealth Manly:

Suite 202b, 39 East Esplanade

Manly NSW 2095

Peer Wealth Forster:

Shop 2, 12 Wallis Street

Forster NSW 2428

Office Address