Superannuation & Retirement

The SUPERANNUATION & RETIREMENT stream...

The Alternative Investments stream will present some alternative asset classes like separately managed accounts (SMAs), property, agriculture, hedge funds and new technologies.

SUPERANNUATION & RETIREMENT

Louise Biti
Aged Care Costs and Traps
Louise Biti, Aged Care Steps

An understanding of the fees for residential aged care and the implications of funding strategies.

David Busoli
The latest developments in the
SMSF world – An update
David Busoli, SMSF Alliance

SMSFs have been the target of both actual and threatened legislative change for the last couple of years.
David will cover what’s real, what’s proposed and what’s likely with a focus on the more important items that will be relevant to you.

Brian Herd
Where and how will you
live in later life?
Brian Herd, CRH Law

The consequence of living longer is later life will be a series of transitions both in how we live and who we live with. It will be a disrupting and expensive  experience for many of us despite our natural urge to stay at home.
Home is where the heart is but it may not be where you will be.

SMSF & Estate Planning
Julie Dolan, SMSF Blueprint

The super reforms have totally changed the landscape of SMSF estate planning with any existing strategies now requiring revision. This session will examine current elements trustees need to consider with death benefits.