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Page last updated Friday, 20 November 2009
Date: Tuesday, 12 October 2010 from 6:30pm to 9:00pm
Venue: Telstra Conference Centre, Room 1, Level 1, 242 Exhibition St, Melbourne
Topic: Self managed super funds
Cost: Members & Partners $10pp / Non-members $15pp (Includes refreshments)
Contact: Bill Shirley
Tel: 03 9787 3045
Email: bshirley@hotkey.net.au
SMSF expert and AIA Councillor Jenni Eason will conduct an informal information evening on self managed super funds. There will be plenty of time following the presentations for questions and answers.
7:00 to 7:45pm Contribution & pension strategies by Graeme Colley
Graeme Colley has over 25 years experience in the superannuation industry. He was an Assistant Commissioner of the Insurance and Superannuation Commission and until 2001 he was responsible for coordinating superannuation litigation within the ATO. He is Vice Chairman of the Self Managed Super Fund Professionals' Association of Australia.
7:45 to 8:15pm Investment strategy presentation by Jenni Eason
Jenni Eason is a retired accountant and financial planner. She worked in the Australian Public Service in Canberra, Adelaide and Darwin before working in a number of accounting firms in Darwin and Port Macquarie. Jenni has been an active AIA member since 1999. She has previously served on Council and edited Investors' Voice and the SMSF Email Bulletin. Jenni was nominated Secretary and Treasurer in October 2008 and is also a member of the Education & Research Committee and the Computer & Internet Committee. Jenni also co-ordinates the Brisbane SMSF Discussion Group.
8:15 to 9.00pm Q&A session with Graeme Colley and Jenni Eason
Chaired by Bill Shirley, this session will provide you with the opportunity to clarify any concerns or issues regarding SMSFs you may have.
Date: Tuesday, 12 October 6:30 for 7.00 to 9.15pm
Venue: Telstra Conference Centre, Room 1, Level 1, 242 Exhibition St, Melbourne
Level: Intermediate
Fee: Members $10pp / Non-Members $15pp
Please arrive by 6:30 to enjoy the social interaction prior to the meeting.
Bill Shirley
Tel: 03 9787 3045
Email: bshirley@hotkey.net.au
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