The FPA Geelong Chapter Committee invites you to a lunch seminar on Wednesday 5 October, at Lord of The Isles, on Estate Planning and Superannuation Update.

During this event you will hear from our guest speaker, Richard Atkinson, Austock Life’s Head of IFA Product and Relationships.

In their May Budget, the Government set out a number of proposed changes to the superannuation system. If implemented, many of these changes will impact the ability for your client’s to use Superannuation as a retirement saving vehicle and for estate planning. As a result Richard will present on;

– Strategy use for Investment Bonds
– Discretionary investing outside of Super given the new lifetime caps
– Achieving Estate Planning and Inter-generational wealth transfers outside of Super
– Solutions for the reduced attractiveness of concessional contributions for high income clients

FPA Geelong Chapter Election Meeting

We take this opportunity to encourage you to become part of the FPA Geelong Chapter. We will be holding our Chapter Election Meeting following Richard’s presentation. You can nominate on the day in person or send our Chapter Chair, Brian Quarrell an email at: [email protected], to express your interest in joining the Chapter.

Click here to register for the event.