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Remote Chapter, Thurs, 25 Jan 2018 at 8:00 pm AEDT

Category
Remote Chapter Online
Date
Thu, 25 Jan 2018 08:00 PM
Venue
Online
Telephone
Darryl Nagel: +61 412 333 973
Email
Website

January 2018 Meeting of the ATAA Remote Chapter

 

Remote Chapter Objectives 

   To provide regional and overseas members with the valuable resource and the networking of a chapter meeting.

Webinar (internet-based) Meetings: 

  • This Remote Chapter will operate similarly to other chapters although it is envisaged that most meetings will be online with the possibility of having an occasional face-face meeting if attendance warrants it.
  • Although first preference will be given to regional members if numbers permit anyfinancial ATAA member will be welcome to attend. 
  • It is envisaged that meetings will be held on a monthly cycle.
  • The meetings will be recorded (presentation slides and audio) and will be available for members to accessand review 

How to communicate with the Remote Chapter:

Email:

Grant Abbott - Self Managed Superannuation Fund (SMSF)
Biography:

Grant has Bachelor of Economics, Bachelor of Laws and Master of Laws (specialising in International business and taxation) degrees from the University of Sydney.

His roles include: Tax Research Director at the Taxation Institute of Australia.

                           Tax manager in wealth management and superannuation at KPMG.

                            Superannuation manager at Rothschild.

                            Business providing advice and training to financial planners and accountants.

                            Written four SMSF books.

                           Trained more than 600 professionals to become specialist SMSF advisers.       

                            In 2001 founded the SMSF Association.

                            In 2011 founded the Australian SMSF Members Association.

                            Advised financial institutions including Westpac, NAB, ANZ, MLC, AMP, TAL,

                            Citibank, investment product providers including BT, Macquarie, Barclays,

                            State Street, Vanguard, ASX and advisory groups including Hillross,

                            Pattersons, AMP, Sentry, Count and Countplus.

Topic Overview:

  1. Why SMSFs have the most millionaires compared to any other structure.
  2. How to reduce and more importantly get negative tax in an SMSF.  What is negative tax?  Find out in this session, you will love it.
  3. Setting up a SMSF for your family and multi-generations ensuring the effective transfer of super wealth between generations.
  4. How to use the latest legal changes to maximise wealth.
  5. Plus an opportunity to ask Grant your top SMSF questions

Please send your questions for Grant to no later than 5 pm AEDT Monday 22 January

Next Meeting Date: February 2018

Next Meeting Venue: Online

Further Information: Darryl Nagel, Chapter President: +614 1233 3973

Next Meeting Speaker: TBA

 

Darryl Nagel

Chapter President

 

 
 

All Dates

  • Thu, 25 Jan 2018 08:00 PM

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