Perth - Thursday 20 August 2015 6:00pm for 6:15pm
Venue: St. Catherine’s College, corner of Stirling Highway and Winthrop Avenue, Crawley (entrance off Stirling Highway). Click here to view map.
Please note revised parking arrangements at St Catherine’s
The Front Car Park is for now available for meeting attendees. A permit which is available at the ATAA meeting reception desk must be displayed on the dash of the vehicle.
6:15pm: Welcome and Announcements
6:20pm: Darryl Nagel - Trading Through a Self Managed Superannuation Fund (SMSF)
The presentation will cover:
- The structure of a SMSF
- The 3 main requirements to enable a SMSF to trade.
- The obligations of Trustees
- The new penalty regime
- Taxation aspects
- Can an SMSF conduct a business?
- Possible changes to Limited Recourse Borrowing Arrangements
Darryl Nagel has been a member of the ATAA since the 1990's. He started trading the markets in 1986 and specialises in trading options. Over the last 2 years, he has been a guest panellist on the Australian national Sky Business Channel program "Your Money Your Call, as a technical analyst. He commenced his professional career as a lawyer in 1970, obtaining a Bachelor of Laws Degree from the University of Sydney. He was a corporate lawyer with the Commonwealth Bank of Australia for 30 years. More recently he specialises in providing legal seminars on trading the markets within an Australian Self Managed Superannuation Fund. Darryl has the requisite RG146, ASIC recognised qualifications, for advising on Superannuation and SMSFs. He works with financial advisers on high level SMSF strategies.
8.00 for 8.15 pm - After Meeting Dinner
Tiamo Restaurant (200m walk up Hampden Road). Click here to view menu.
Derek Locke: 0447 744 493
Julian Burridge: 08 9284 2092
Next meeting: Please Note New Date -24th September
Next speaker: Claude Fedele
Future meetings: Usually the 3rd Thursday of each month
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