Is a Self Managed Superannuation Fund (SMSF) right for you?
Please come and join us for an informative SMSF Boardroom Lunch held by McSweeney CA and Blue Chip Wealth that will demystify the unknowns of superannuation and self managed super funds.
No hard sell, just sharing of information from two professionals that deal with superannuation on a daily basis!
Now is the time to get up to speed with your superannuation and how you could manage
it better for future wealth creation and retirement!
What will be addressed:
What is a SMSF?
What are the advantages of having a SMSF?
What are the costs?
Who is suitable AND who is not suitable for a SMSF?
Tax benefits
Investment guidelines
Common mistakes and difficulties of running a SMSF
Borrowing to buy property inside an SMSF (presented by someone who has done it!)
Maximising money into your super fund and recent legislative changes
Presented by
We look forward to seeing you there!
Wednesday 12 October
Time 12:15pm arrival 1:30pm finish Venue McSweeney CA Level 15, 799 Pacific Highway Chatswood NSW
2067
Graham is a professional Financial Advisor, having completed studies in financial planning, risk insurance & mortgage broking.
He is an accredited self-managed superannuation fund Specialist with the SMSF Association of Australia and a registered Tax (Financial) Advisor with the Tax Practitioners Board, and is the Principal and a Sub-Authorised Representative (232476) of Blue Chip Wealth
Management Pty Ltd, providing specialist financial planning advice.
David McSweeney MAcc, BA (Tourism Management), CA, CTA
David is an Associate of Chartered Accountants Australia + New Zealand and Fellow of The Tax Institute. He also holds a Financial Services limited licence and is a Sub-Authorised Representative (1239895) of Blue
Chip Wealth Management Pty Ltd, and is a Licenced Real Estate Agent, specialising in superannuation and real property transactions.
David has over 13 years consulting experience and is responsible for managing client portfolios, consulting in areas of business structuring, taxation strategies and accounting, overseeing compliance programs, and managing the day-to-day operations of the firm.
Should you have any questions please contact me on (02) 9325 5777 or emaildavid@mcsweeneyca.com.au.
