Breakfast Bootcamp | A technical work-out for Accountants
Over 90 minutes, you will be put through your paces as our team of specialists challenge you to get technically fit!
Attendees will gain a take-home workout plan accredited by the SMSF Association, that includes the latest regulatory updates, technical strategies, and real-life case studies.
Agenda
| 7.15am | Registrations | |
| 7.30am | Welcome |
Patrick Barry (VIC) |
| 7.40am | SMSF legislative & technical update Let's warm-up Flex your technical muscles and gain confidence in your understanding of the current state of play. You will learn about the biggest technical issues currently impacting the SMSF industry and understand the key retirement planning opportunities for your clients in 2020. |
John Lethbridge SMSF Specialist Advisor Partners Wealth Group |
| 8.10am | Asset Protection Masterclass Time to work-out Are you using the correct techniques to achieve best practice asset protection? In this session, you will learn how to use heavy-lifting strategies to protect family wealth for future generations – including real-life case studies. |
Sophie Cohen Head of Partners Legal Partners Wealth Group |
| 8.40am |
What to do when things go pear-shaped |
Alex Swansson |
| 9.10am | Closing remarks |
Patrick Barry (VIC) |
To secure your tickets and find out more about this event, please visit us below:
For event enquiries please contact Jessica Parsons on 1800 333 143.