2 events found.
Events for November 16, '17
SMSF Association Masterclass: Super Changes Reshape Succession Planning (Melbourne)
From 1 July 2017, the need for specialist advice is as important as ever, with the introduction of the transfer balance cap (TBC) impacting on the amount of death benefits that a beneficiary can receive as an income stream. Clients who have already put plans in place to direct their superannuation where they want it
$440 – $575
AFA: 2017 Consumer Choice Awards
The Association of Financial Advisers (AFA) and the Beddoes Institute are excited to host the second Consumer Choice Awards which is underpinned by theBeddoes Institute’s Policyholder Perceptions Study and Claimant Journey Study. The Consumer Choice Awards will assist advisers and their clients as they choose life, trauma, total permanent disability (TPD), and income protection insurers
$285 – $295