Date and Time: Wed 14th Aug 2024, 7:00 pm – 9:30 pm AEST
Location: La Castelle 2/10 Restwell St, Bankstown NSW 2200, Australia
Join the Australian Arab Business Council for an informative evening hosted by the Australian Arab Business Council, focusing on the fundamentals and strategic management of Self Managed Superannuation Funds (SMSFs).
This comprehensive session is designed to equip you with the knowledge and tools needed to optimize your SMSF management and ensure compliance with regulatory obligations.
It’s not too late to start your SMSF journey!
Presentation Highlights Include:
- Breaking down the fundamentals of Self Managed Super Funds.
- Obtaining a statement of advice to ensure all compliance obligations are being met.
- Understanding the implications of being a trustee.
- Ensuring there is an investment strategy/exit strategy, as many lenders require this as part of an LRBA.
- Incorporating personal insurance as part of the investment strategy.
Farid L. Zaki FIPA, FNTAA, JP – Senior Accountant and Tax Agent
ATP Accounting and Taxation Professionals
With over 30 years of remarkable business experience, Farid is passionate about helping clients grow their business, achieve greater profits, enjoy wealth, minimise tax, maintain cash-flow and protect assets. He is positive-minded and passionate business connector in many business chambers, networks and associations.
Stephan Marianne CFP®, JP – Senior Financial Planner
Iconic Wealth Advisory Services
Stephan has been in the financial planning industry since 2006. During that time, he has worked for a major bank, to growing a successful financial planning business that was later acquired by an ASX top 120 organisation.
Tickets available on Humanitix!
