Opportunities in the 2017 Superannuation Changes

Presented by Nick Andrews & Campbell Simpson, RSM

Campbell Simpson (Super Specialist) and Nick Andrews (Financial Adviser) will run through the changes to the superannuation environment effective 1 July 2017 and what opportunities you may have in the lead up to June 30.

Nick provides tailored financial advice to a range of clients in the Melbourne and Albury regions. His aim is to deliver the best outcomes for his clients taking into account their personal individual circumstances, goals and objectives. Nick provides his strategic advice in an open and transparent manner to ensure his clients fully understand their options and the risks and benefits of any advice provided.

Campbell has been specialising in superannuation for over ten years. His expertise in superannuation includes self-managed funds, managing 500 small funds for three years and three years of providing consulting advice to nearly 200 accounting firms throughout NSW. Campbell has experience in general accounting and tax divisions for accounting firms of various sizes in both Australia and the UK and was a tax agent for nine years.

 

Trading for Income

Presented by Rex Hunter, ASA

Rex will discuss why trading may be more profitable than buying and holding, and generally is.

 

Attendees are invited to stay on after the meeting for lunch at their own expense.

Members please bring your membership card.

Members: Gold coin donation (to cover refreshments)
Non members: $15.00 per person

Non-members are most welcome to attend their first meeting as a guest of the ASA.

Got a question before you attend? Get in contact here ยป