Upcoming Events

We regularly hold free information evenings on a variety of relevant subjects. Keep checking back here to find out when the next evening will be and the subject matter to be discussed.

ES&A regularly hold events on many subjects our clients find very useful. We have a variety of specialised speakers who are experts in their fields who are happy to share advice and experience. Our events are free and include a light supper. Bookings are essential as we have limited seating.

"RETIREMENT PLANNING FOR THE SELF FUNDED RETIREE"

Wednesday, 30 January 2019 - 6:00pm to 8:30pm
Self Funded Retirees living the dream

What is the biggest decision you have ever made?  Get married?  Have children?  Start a business?

The decision to cease all paid work and live exclusively from your own investments would have to be one of the biggest decisions you will ever make.

The challenges to consider are endless.  How do you live off investments that fluctuate in value?  How can you budget if rental and dividend income is not consistent and varies?   Cash rates are at an all time low - how do you cope with that?  What about the constant intervention from the Government who change the rules regularly?  

On Wednesday, 30th January at 6pm we are going to kick off our 2019 education series with a workshop that is dedicated to the "self funded" Retiree.  This presentation is for the Retirees who receive no assistance from the government and are  concerned about the significant changes happening in the superannuation & tax landscape that will impact on their investment returns.

A specialist Self Managed Super Fund (SMSF) Accountant will also be attending to help answer any questions around tax and superannuation and to explain some of the pros AND cons with using a self managed super fund.

There is no charge to attend and no hard sell to endure - just good old fashioned experience to share.  Our presentation is designed to outline some of the challenges of investing for Retirement and our house view on the best investment strategies we use for getting through the volatile times.  We will also review carefully the current superannuation rules related to Retirees and share a few ideas on what to do if Labor win the next election and decide to proceed with removing franking credits for Retirees!

Phone our office on 5445 6044 or contact us via the website, to secure your seat.