Is a SMSF right for you?
Overview
Jennifer will demonstrate the advantages and disadvantages of having a Self Managed
Superannuation Fund and help you decide if it is appropriate for you.
Content
What is a Self Managed Superannuation Fund?
What do you need to know about starting up a Self Managed Superannuation Fund?
What are the pros and cons of having a Self Managed Superannuation Fund?
What is a Trustee, and are you eligible to be a Trustee of a Self Managed
Superannuation Fund?
Should you have a Corporate Trustee or be Individual Trustees?
What are the roles and responsibilities of a Trustee?
What is an Investment Strategy for a Superannuation Fund?
What Investments can I make in a Self Managed Superannuation Fund?
What is diversification of Investments?
Facilitators
Jennifer Forge , JDFA Business and Financial Advisers
Who Should Attend
Anyone thinking about starting a SMSF
Services Discussed
Details
Single $27 Couple $37Register for this Seminar
About our Seminars
JDFA regularly hosts educational seminars on a range of important topics that cover our three key service areas – Business advice, Personal Financial advice & Tax advice.
Our seminars are open to anyone who is interested in attending, whether you are existing JDFA clients or not.
JDFA also features a number of external seminars and courses that may be of interest and which we believe to be of relevance and importance to anyone committed to achieving long term financial independence.
