Meridian Australian, in Association with Charltons and Macpherson Kelley, are pleased to invite you to our specialist Self Managed Super Fund evening.
Utilising the respective expertise of industry leaders in Property Advisory, Tax & Accounting, and Law, we have put together a unique evening covering the essential information on establishing, executing, and maximising the potential of a SMSF.
Charltons Tax & Accounting: Chris Charlton
With over 35 years' experience as a registered CA, and one of only a handful of fully compliant SMSF Specialist Advisors, Chris will simplify;
The Process and Requirements for establishing an SMSF
The Tax Implications and treatment of SMSF
The Specifics of borrowing within an SMSF
As a principal at M+K, and Property Law specialist; Brooke has over 16 years’ experience, and will bring to the evening the wider knowledge of the M+K team to shine some light on:
The Most Frequent Issues Experienced, and How to Resolve Them
What Happens In the Unfortunately Event that a Member Should Pass Away
And Help to Simplify The Legal Set-Up of A Bare Trust
Brett specialises in asset selection for Meridian’s SMSF clients whilst remaining true to the company’s firm belief in utilising tried and tested analytical models to target investments of high growth. Meridian will discuss:
Exposure to Australia’s Booming Propert.
Benefits of purchasing property through you SMSF.
Purchasing the Right Asset for a SMSF Fund, and The Key Fundamentals Required.