Brisbane Chapter Monthly Meeting
Saturday 9 November 2024 at 9.30am (AEST)
In-Person only meeting.
Agenda
9:00 - 9:30: Meet and greet with tea & coffee
9:30 - 9:40: Welcome and Introduction
9:40 - 10:00: A review of the Elliss 'Formula for a Correction' model for November
10:00 - 12:00: Self-Managed Superannuation Funds: Things to know - a presentation by Garry Law.
Garry has been a member of the ATAA for many years and attends the Brisbane branch meetings.
This presentation will cover the following points:
• Superannuation legislation; • Tax rules; • SMSF vs public superannuation; • Contribution & investment rules; • Risk profile & investment strategies; • Access & retirement; • Estate planning rules.
Biography
Garry started in the financial services industry in South Australia in1986 and progressed through this chosen career until retirement in December 2023.
He has worked for major corporations, such as ANZ, and FINDEX. When Garry moved to Brisbane he became a full Partner in the FINDEX Brisbane office specialising in superannuation, retirement planning and aged care advice.
Garry holds the qualifications of Diploma of Financial Planning and Master of Personal Financial Planning. He has been a member of the Financial Planning Association and was a registered Certified Financial Planner.
12:00 - 1:00: Lunch
1:00 - 3:00: A review of the StockRadar trading website (www.stockradar.com.au)
This will be a workshop so perusing the website prior to the meeting would be an advantage.
We will discuss the latest Stockradar’s Weekly YouTube update (this video can be seem in the BLOG tab of the website) and then study the material in the ABOUT tab.
3:00: Meeting close
Meeting Location: 49 Gladstone Road, Highgate Hill, corner Morris Street (The Father Bacinskas Lithuanian Cultural Association).
- Free street parking is available on Gladstone Rd, Morris St and Julia St.
- The No.196 bus from the Adelaide Street, CBD stops right in front of the venue on Gladstone Rd.
- The venue is an 11 minute walk from the South Bank bus and train stations.
Further Information: Tim Young - Brisbane ATAA Chapter President – 0414873003.
Future meetings: Usually held on the second Saturday of the month (except January).