EVENTS

 


What is an SMSF?

Summary

Explore the fundamentals of a Self-Managed Superannuation Fund (SMSF) in our webinar. Join us for an insightful session where we will delve into the intricacies of SMSFs, covering topics ranging from their structure and benefits to the responsibilities involved in managing your own superannuation. This webinar aims to provide you with a comprehensive understanding of SMSFs. Don’t miss this opportunity to gain valuable insights into the world of SMSFs and take control of your financial future.

Speaker:

Mark Holzworth
Mark has worked as a financial services professional for over 30 years fulfilling roles in investment management, financial advice and public practice accountancy.

 

Overview

Title: What is an SMSF
Date: Weekly

Duration: 45 mins

Times:

Tuesdays’s at 10 AM AEST Book Now

Wednesday’s at 6:00 PM AEST Book Now

Wednesday’s at 7:00 PM AEST Book Now

 


So, you want to buy Property?

Summary

From the initial stages of organizing your financial documents for the loan application to the final steps of settlement and acquiring the keys, gain insights and valuable information through discussions with Jane Purnell, an experienced broker and financial advisor, and Kerri Tucker, a seasoned solicitor and expert in conveyancing. Delve into the intricacies of the mortgage process with these professionals as they share their expertise, ensuring a comprehensive understanding of every step involved.

Speakers:

Jane Purnell

Having worked within the Financial Services sector for over 20 years, operating both within Australia and the USA, Jane believes in people and their dreams. Jane holds a Master of Business Administration (MBA), a Bachelor of Psychology in Business (BPSB), a Graduate Certificate of Financial Planning (GradDipFinPlan) and a Certificate IV in Finance and Mortgage Broking. Jane is a Fellow of the Institute of Public Accountants (FIPA) and Fellow of the Institute of Financial Accountants (FFA)(UK), Member of the Finance Brokers Association of Australia.

Kerri Tucker

With extensive experience in the legal profession in Queensland, Kerri Tucker is well-versed in the intricacies of property law and conveyancing.

One of Kerri’s passions is assisting clients with conveyancing and property matters. From ensuring smooth real estate transactions to addressing related legal needs, including employment issues, commercial and business advice, and Wills and Estate planning, our goal is to provide professional guidance throughout the process.

Overview

Title: So, you want to buy Property?
Date: 13 March 2024
Duration: 45 mins
Time: Wednesday at 6:00 PM AEST Book Now