See Your Future Clearly

SuperIQ is an intuitive Self Managed Superfund System that’s designed to link all the services you may need, helping you to make the best decisions about your financial future.

SuperIQ Seminar - SMSFs and Inter Generational Wealth Transfer

Are you the type of person who wants to spend all of your hard earned retirement savings? Or would you prefer to leave as much as possible to your children?  For most of us we probably plan to do a bit of both so being aware of inter-generational wealth transfer tactics is important.

In this workshop we will discuss topics such as:

  • Strategies to increase your tax free component
  • What a Future Liability Benefit deduction is and how to use one
  • Use of Anti-detriment payments
  • Recontribution strategies vs Anti-detriment payments
  • The rules pre and post 1 July 2007

Our speakers for this seminar will be:

  • Nicholas Ali, Head of Technical Services & Education, SuperIQ
  • Peter Lalor, General Manager & Chief Financial Officer, SuperIQ

If you have friends, family members or colleagues that you think would benefit from attending this seminar you can register them or forward this invitation to them.

The seminar will consist of two 45 minute presentations with a short break for refreshments.  There will be time for questions and discussion with SuperIQ experts and our speakers during and immediately following the seminar.

North Sydney - 6.30pm Tuesday October 13 2015
Glen Waverley - 6.30pm Wednesday October 14 2015
Online webinar - 6.30pm Thursday October 15 2015 

Location details:
North Sydney - North Sydney Harbourview Hotel, 17 Blue St, North Sydney
Glen Waverley - Novotel Hotel, 285 Springvale Rd, Glen Waverley
Online webinar - joining details will be sent when you register

Seminars in 2015
The dates and topics for our 2015 seminar series are available on our seminar registration page.  You can access this information and register for any of the seminars by clicking on the link below: