Luncheon & Tech Session with Keat Chew

Thursday, 29th Feb, 12:30pm, Fraser’s Kings Park, Perth WA

Join Keat Chew, Netwealth's Head of Technical Services, as he brings his wealth of expertise to the fore, unpacking 'simple but effective' technical advice strategies.

Keat is renowned for crafting straightforward solutions to complex financial puzzles. This session will consider a range of simple technical strategies that can be used to effectively improve clients financial situation in super. Don't miss this chance to learn new advanced superannuation strategies for 2024!

In this session, you will learn:

1. Optimising the use of Transition to retirement (TTR) income streams, including for the purpose of estate planning
2. An opportunity to create (and use) losses in SMSF
3. Managing super in light of (the over) the $3m proposed additional tax liability

Join us for an educational presentation, earn CPD points and enjoy a complimentary lunch.

Tickets are limited so make sure you register and don't miss out.

 

Where and when?

• Thursday, 29th Feb, 12:30pm
• Fraser’s Kings Park, Perth WA
• 60 Fraser Avenue, Kings Park West Perth, WA 6005
• Google Maps

Register your details

If you want to register a second person you need to enter the details separately. 

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