Watch Sebastian Mazza from Wealth Depot Financial Advisers joined with Daniel Butler from DBA Lawyers as we provide our insight and strategies around Self Managed Superannuation Funds in the current economic and financial market climate.
Self Managed Superannuation Funds (#SMSF) continue to grow as a sustainable retirement savings structure with family offices and everyday aspiring Australians accessing the benefits of controlling their retirement savings and how they are invested.
Learning outcomes:
- Update on superannuation legislative and regulatory changes that may affect you –
- What did the Federal Budget include for SMSFs
- Explore SMSF strategies that may assist in managing your retirement savings
- Obtain practical knowledge to stay informed and position you beyond 2020
Wealth Depot Pty Ltd ATF The Wealthcare Strategies Unit Trust Corporate Authorised Representative No. 427456 of Hunter Green Pty Ltd Australian Financial Services Licence No. 225962
General Advice Warning: Any advice contained in this presentation is General Advice and does not take into account your objectives, financial situation or needs. Before acting on any General Advice, you should consider whether it is appropriate in light of your particular objectives, financial situation or needs.If the advice relates to acquiring a particular financial product, you should obtain and consider the Product Disclosure Statement (PDS) for that product before making any decisions. No representation is given, warranty made or responsibility taken about the accuracy, timeliness or completeness of information sourced from third parties. Because of this, we recommend you consider, with or without assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances.
