About this Event
This information session will cover several Superannuation topics, including:
- Div296 is now law. What does this mean?
- How Div296 might impact your super
- Contributions: Concessional, non-concessional, bring forward, catch-up & downsizer
- First Home Super Saver Scheme
- PayDay Super
- Investment platforms
- Alternative investment strategies re Div296
- SMSF vs Industry vs Retail
Sessions will be held in the seminar training room on the ground floor of our office building, with light refreshments provided. Expert insights will be presented by Daniel Shaw, Director and SMSF Specialist, and Rikki Juzwin, Certified Financial Planner.
ABOUT YOUR PRESENTERS:
Daniel Shaw - Director & SMSF Specialist Adviser
Daniel Shaw is an experienced SMSF Specialist Adviser supporting clients to take control of their retirement wealth with confidence. As a Chartered Accountant and accredited SSA, Daniel combines deep technical expertise with a practical, client-first approach. Daniel has over 15 years’ experience in public practice and SMSF advisory and was appointed Director in July 2021.
Rikki Juzwin - Certified Financial Adviser
Rikki began his career in financial planning in 2013, and he is an experienced Certified Financial Planner. Rikki specialises in retirement planning, tax management, insurance, wealth creation and superannuation, taking a collaborative approach to helping clients achieve their financial goals.
Agenda
🕑: 08:00 AM - 09:00 AM
Breakfast session
🕑: 12:30 PM - 01:30 PM
Lunch session
Event Venue & Nearby Stays
level 5/47 Blazey St, 47 Blazey Street, Richmond, Australia
AUD 0.00
