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Sydney Half-Day SMSF Workshop » A Strategic Review of Your SMSF

Trust Deed, Contribution Rules, Estate and Incapacity Planning.

Presented by Julie Dolan

Friday 25th September. 9.00am to 1.00pm at the Chatswood Club,  11 Help Street Chatswood

The Best laid wealth accumulation and retirement plans can go terribly wrong if your Trust Deed, Contribution arrangements, Estate or Incapacity plans are not current or valid.  What results can be very expensive for yourself and a stressful time for your loved ones.

Join us for an interactive and thought provoking half day workshop with interaction within your table group and combined workshop.  A workbook will be provided.

Details       Bookings

This 12 DVD and CD set includes approximately 13 hours of material, a CD with a workbook and activities and costs only $197 if a member of the AIA or $297 for a new member including the first year AIA subscription.  By doing this course you will learn about fundamental and technical analysis; understand and manage risk management; learn methods to control trade entry, trade management and trade exit; record keeping and more.  This is a unique learning tool produced by an independent association for investors

Join the Australian Investors Association and you will receive a one month free trial to the Marcus Today Stockmarket Newsletter valued at $75 and a 15 day free trial to Intelligent Investor and 3 special email reports valued at $267.  Member benefits include a range of publications; access to the members online forum; access to AIA meetings and more.  One year AIA membership is $115 or two year membership is $195 plus a $20 joining fee.