We’re excited to invite you to join Peter Burgess, CEO of the SMSF Association for an informative and engaging event that brings together your Local Community in Perth!
Back again after last year’s successful Roadshow event, Peter Burgess will kick things off with a comprehensive update on the Association’s recent work and the latest legislative changes shaping our industry.
Accompanying Peter, our guest presenters Greg Bentley, Opulen Accounting & Superannuation and Yikai Hoe, Provident Lawyers, will lead an interactive workshop.
Death, Dollars and SMSFs: Ensuring Your Last Exit is Smooth and Funded
A comprehensive workshop exploring the legal and taxation complexities of death and superannuation for SMSFs. Our experts will provide valuable insights into planning opportunities, legal considerations, and strategies to help clients optimise their superannuation and estate plans. Whether you’re a financial advisor, legal professional, or accountant, this session will equip you with practical tools to navigate the intricacies of death and superannuation with confidence.
This event is more than just learning—it’s a chance to join the local community, network with peers, and share ideas in a relaxed and welcoming atmosphere.
This event will include tea breaks and a light networking lunch.
