SMSF Master Class: Is Your SMSF Performing?

Do you think your SMSF should be doing better? Or are you worried about the tax your beneficiaries may pay when they inherit your super? Then come along and listen as Rowan Jones explains in simple and easy to understand language strategies to put in place to help protect and grow your families money.

When: 10:00am to 12pm Thursday the 14^th of March 2024
Where: Youth and Community Activity Building, 21 Foreshore Parade, Busselton
Registrations: Click the provided link to register for your FREE tickets. Registration is essential
Enquires: email info@entrustpwm.com.au or call 9476 3964
Refreshments: Complementary morning tea provided

Investing Your SMSF Like a Professional

• How you can benefit from higher interest rates
• What to expect in 2024
• Have term deposit rates peaked?

Estate Planning for Your SMSF

• Strategies to ensure your beneficiaries, and not the tax man, end up with your super
• Common mistakes to avoid
• What a succession plan for your SMSF looks like

Strategies for your SMSF

• Are you impacted by the new $3m rule?
• Making sure you don’t miss the easy wins
• Current strategies to enhance your retirement savings