SMSF – Retire in Style LIVE Online Training
LIVE ONLINE SMSF Retire in Style Events is for ALL Ultimate and Quantum Students
The LIVE ONLINE SMSF Retire in Style Training Events are run over three sessions.
These online training events will give you the opportunity to learn the A-Z of how to effectively use your self-managed super fund (SMSF) as the perfect wealth builder and retirement vehicle.
Session 1 – LIVE ONLINE SMSF – Retire in Style with Clint Ducat
CLICK HERE – SMSF Advanced Structures Workbook – Session 1
Clint from WiZDOM will share with you what’s involved in setting up and being a trustee of your own Self-Managed Fund. Here is some of what you will learn (and a load more);
- Housekeeping for existing SMSF Trustee’s, what do all the recent legislative changes mean for you
- Creating your SMSF investment strategy, what do you need to consider
- How can you use your SMSF to purchase property, what do you need to know so you don’t make any mistakes
- Advanced property strategies on using Unit Trusts and what you need to look out for
- Common verses the Family SMSF, pro’s and con’s of getting your family involved
- Strategies to maximise your accumulation and pension phases
- And how to “Retire in Style” with potentially tax-free capital gain and/or retirement income stream
Session 2 – LIVE ONLINE SMSF – Retire in Style with Clint Ducat
CLICK HERE – SMSF Advanced Structures Workbook – Session 2
Clint from WiZDOM will share with you what’s involved in setting up and being a trustee of your own Self-Managed Fund. Here is some of what you will learn (and a load more);
- Housekeeping for existing SMSF Trustee’s, what do all the recent legislative changes mean for you
- Creating your SMSF investment strategy, what do you need to consider
- How can you use your SMSF to purchase property, what do you need to know so you don’t make any mistakes
- Advanced property strategies on using Unit Trusts and what you need to look out for
- Common verses the Family SMSF, pro’s and con’s of getting your family involved
- Strategies to maximise your accumulation and pension phases
- And how to “Retire in Style” with potentially tax-free capital gain and/or retirement income stream
Session 3 – LIVE ONLINE SMSF – Retire in Style with Derek Sky & Hilary Sommerville
CLICK HERE – SMSF Advanced Structures Workbook – Session 3
Derek from Pacific Law will cover Advanced Asset Protection and Structuring, including:
- The purpose of asset protection
- Funding investment through a structure
- Protecting existing assets
- Consulting Trusts
- Joint Venture structures
- Succession planning for trusts; and
- Advanced succession planning
The LIVE ONLINE SMSF Retire in Style Training Events July 2020
