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AIA Calendar » Melbourne Meeting » Self managed super funds

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
 

Event Description

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.

 

Contact Details

Bill Shirley
Tel: 03 9787 3045
Email: bshirley@hotkey.net.au

 

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