Self-Managed Super... is it right for you? - Blue Chip Wealth ManagementBlue Chip Wealth Management
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Self-Managed Super… is it right for you?


Blink and retirement will be here.

Like most Australians you are probably putting aside your regular super contributions, but would you like more control over your money?

If so, a Self-Managed Super Fund (SMSF) might be for you!

We would like to invite you and your family to our next boardroom lunch on Wednesday 12th October from 12 noon where we’ll cover, “Is a Self Managed Super Fund right for you?”.

David McSweeney from McSweeney Chartered Accountants and I will be the speakers.

Drawing on our combined knowledge and experiences we can help you make the right decision for your financial future.

During the presentation we will be covering;

  • What is a SMSF?
  • What are the advantages of having a SMSF?
  • What are the costs involved?
  • Who is suitable and who is not suitable for a SMSF
  • Tax benefits and investment guidelines
  • Common mistakes and difficulties of running a SMSF
  • Borrowing to buy property using your SMSF (from someone who has actually done it!)
  • Maximising your money into your super fund and recent legislative changes

Seats to this lunch are strictly limited, so please RSVP below to avoid disappointment. Please feel free to register any family or friends you would like to bring along. This will ensure that we have adequate seating and catering.


Venue:

BlueChip Wealth
Level 15, 799 Pacific Highway
Chatswood NSW 2067

Click here to register


Graham SlipSpeaker

Graham Slip

Graham is a professional Financial Advisor, having completed studies in financial planning, risk insurance & mortgage broking.

He is an accredited self-managed superannuation fund specialist with the SMSF Association of Australia and a registered Tax (Financial) Advisor with the Tax Practitioners Board. He is the Principal and a Sub-Authorised Representative (232476) of Blue Chip Wealth Management Pty Ltd, providing specialist financial planning advice.


Speaker

David McSweeneyDavid McSweeney

David is an Associate of Chartered Accountants Australia + New Zealand and Fellow of The Tax Institute. He also holds a Financial Services limited licence and is a Sub-Authorised Representative (1239895) of Blue Chip Wealth Management Pty Ltd, and is a Licenced Real Estate Agent, specialising in superannuation and real property transactions.

David has over 13 years consulting experience and is responsible for managing client portfolios, consulting in areas of business structuring, taxation strategies and accounting, overseeing compliance programs, and managing the day-to-day operations of the firm.

Should you have any questions please do not hesitate to contact us on (02) 8188 0148.

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